Stock Taper

COBALT PARTNERS, L.P.

Latest 13F filing data - Q1 2010

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
QUALCOMM IncorporatedQCOM10K$420
The Goldman Sachs Group, Inc.GS33.79K$5.77K
LP LEGGETT & PLATT INCLEG50K$1.08K
Martin Marietta Materials, Inc.MLM50K$4.18K
Wells Fargo & CompanyWFC100K$3.11K
Valero Energy CorporationVLO100K$1.97K
Broadridge Financial Solutions, Inc.BR100K$2.14K
Visa Inc.V142.4K$12.96K
Morgan StanleyMS150K$4.39K
International Business Machines CorporationIBM160.41K$20.57K
Crown Holdings, Inc.CCK170.47K$4.6K
Mastercard IncorporatedMA187.3K$47.57K
Microsoft CorporationMSFT200K$5.86K
Walmart Inc.WMT200K$11.12K
Compass Minerals International, Inc.CMP221.06K$17.74K
Transocean Ltd.RIG291.51K$25.18K
Cisco Systems, Inc.CSCO300K$7.81K
American Eagle Outfitters, Inc.AEO360K$6.67K
Steel Dynamics, Inc.STLD380.65K$6.65K
The PNC Financial Services Group, Inc.PNC405K$24.18K