From The Rational Walk:
...Castle Point Capital Positions at June 30, 2010
The exhibit below shows the positions in the 13-F report sorted by market value with the largest positions appearing at the top. The value of all positions was $279.7 million.
From the list, it appears that Mr. Combs favors financial companies with U.S. Bancorp, MasterCard, State Street, Western Union, and CME Group making up the top five positions and accounting for over one third of the value of the fund as of June 30. In fact, the list is made up almost entirely of financial companies....MORE