Stockpickr

Trade Like Hot Hedge Fund Atticus Capital

 

Additionally, Atticus bought shares in CSX(CSX), perhaps on the same thesis that Carl Icahn was following when he recently announced a substantial position in the rail company.

CSX recently made our list of Top Insider Purchases and Buybacks. All of these investors are making the bet that the railroads, with little capex or competition, are the way that commodities will make their way from the Midwest to West Coast, on their eventual route to China.

Atticus has invested in several companies that are on Stockpickr's Next Berkshire Hathaway list, including Brookfield Asset Management (BAM) and Sears Holdings(SHLD).

For the rest of Atticus' main holdings, check out the Atticus Capital portfolio on Stockpickr.

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At the time of publication, Altucher and/or his fund had no positions in stocks mentioned, although positions may change at any time.

James Altucher is president of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of Trade Like a Hedge Fund and Trade Like Warren Buffett. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email.

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