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MARIANAS FUND MANAGEMENT LLC files portfolio update

MARIANAS FUND MANAGEMENT LLC just filed a portfolio update (also known as a 13-F), dated November 16, 2015. The portfolio holdings are as of September 30, 2015.

MARIANAS FUND MANAGEMENT LLC reported adding to its positions of:

  • Incorporated
  • Howard Hughes Corporation (The)
  • Home Depot

Positions in the following companies appear to have been reduced:

  • NVR
  • Norwegian Cruise Line Holdings Ltd.
  • JetBlue Airways Corporation
  • D.R. Horton

It would...