Amaranth's Portfolio?!?!

Pretty interesting if legit.

The Anormed trade is damn fishy though going from 0 to .61% then suprise MLNM buys them out today. That was the only new equity position in their top 50 % holdings for that time period.
 
I was really thinking, with as much news media they have been getting, I guess something was bound to leak. ( I mean it's no Paris Hilton tape lol)

The blog I remember was going through their top 10 holdings other than SPY (which was #1) and seeing what in the top 10 was had selling pressure from possibly Amaranth selling to have cash for they wouldn't become insolvent.
 
Quote from Hook N. Sinker:

I am skeptical of the Amaranth portfolio excel file. I have no way to verify the source of the file.
More...

Assuming that it isn't fake the file ID points to Bill Cara. Maybe it's this guy?

http://www.billcara.com/


-Neo

PS. The top holdings of Humana and SPY seem to confirm that either it came from Bill's site or that Bill was using info from this spreadsheet as a source.
 
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