White River Investment Partners
Latest statistics and disclosures from White River Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPX, CCK, FISV, XTXI, VRX. These five stock positions account for 95.97% of White River Investment Partners's total stock portfolio.
- Added to shares of TPX, CCK, FISV, XTXI, VRX, CHK.
- Started new stock positions in XTXI, CCK, VRX, FISV, TPX, CHK.
- Reduced shares in these stocks: WMB, PHX, WFC.
- Sold out of its positions in PHX, WFC, WMB.
- As of Sept. 30, 2011, White River Investment Partners has $7.61M in assets under management (AUM). Assets under management grew from a total value of $5.84M to $7.61M.
- Independent of market fluctuations, White River Investment Partners was a net buyer by $1.77M worth of stocks in the most recent quarter.
White River Investment Partners portfolio companies for quarter ending September 2011
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| TPX | Tempur-Pedic International | 22.12 | NEW | 32000 | 52.62 | 45.08 |
| CCK | Crown Holdings | 20.11 | NEW | 50000 | 30.62 | 42.50 |
| FISV | Fiserv | 20.01 | NEW | 30000 | 50.77 | 88.13 |
| XTXI | Crosstex Energy | 17.63 | NEW | 99539 | 13.48 | 20.74 |
| VRX | Valeant Pharmaceuticals Int | 16.09 | NEW | 33000 | 37.12 | 87.12 |
| CHK | Chesapeake Energy Corporation | 4.03 | NEW | 12000 | 25.58 | 21.15 |
Past 13F-HR SEC Filings for White River Investment Partners
- White River Investment Partners 2011 Q3 amended - filed Feb. 3, 2012
- White River Investment Partners 2011 Q3 - filed Nov. 14, 2011
- White River Investment Partners 2011 Q2 - filed Aug. 15, 2011
- White River Investment Partners 2011 Q1 - filed May 16, 2011
- White River Investment Partners 2010 Q4 - filed Feb. 14, 2011