CO
WLH

Caldwell & Orkin’s WILLIAM LYON HOMES WLH Stock Holding History

Caldwell & Orkin’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-94,400
Closed -$1.92M – 94
2013
Q3 		$1.92M Buy
94,400
+11,000
+13% +$243K 1.13% 35
2013
Q2 		$2.1M Buy
+83,400
New +$2.1M 1.16% 33

Other funds holding WLH

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PCM
Panning Capital Management New York $97.5M AUM 302.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Caldwell & Orkin's WLH Position: Q4 2013 in Review

Caldwell & Orkin sold out of WILLIAM LYON HOMES (WLH) in Q4 2013, closing a stake of 94,400 shares — an estimated $1.92M sold.

Caldwell & Orkin first reported a position in WLH in Q2 2013 and held it in 2 quarters. The position peaked at $2.1M in Q2 2013. 78 funds tracked by Wall St. Rank hold WLH as of Q4 2013.

  • Caldwell & Orkin reported no remaining WILLIAM LYON HOMES position as of Q4 2013 after selling out during the quarter.
  • Caldwell & Orkin sold 94,400 WILLIAM LYON HOMES shares in Q4 2013, an estimated $1.92M.
  • Caldwell & Orkin first reported a position in WILLIAM LYON HOMES in Q2 2013 and held it in 2 quarters.
  • Caldwell & Orkin's WILLIAM LYON HOMES position peaked at $2.1M in Q2 2013.
  • 78 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2013.

Based on Caldwell & Orkin's 13F filing for Q4 2013, filed 7 Feb 2014.