Anyone track any special situations/event driven hedge funds via 13Fs?

[fwallstreet]

Sry accidentally posted without finishing.

 

Hey everyone, I've been trying to incorporate some special situation plays into my portfolio recently. Just like I imagine many of us do with our more traditional holdings, I was hoping to use some 13Fs of special situations and event driven funds as a starting point. Do any of you guys track any specific funds via 13Fs that focus on these sorts of situations? If so, I would really appreciate any recommendations. So far, with my limited research, I've looked at Jana Partners, Mount Kellet and Seneca Capital.

 

Thanks in advance!

[gg]

Sry accidentally posted without finishing.

 

Hey everyone, I've been trying to incorporate some special situation plays into my portfolio recently. Just like I imagine many of us do with our more traditional holdings, I was hoping to use some 13Fs of special situations and event driven funds as a starting point. Do any of you guys track any specific funds via 13Fs that focus on these sorts of situations? If so, I would really appreciate any recommendations. So far, with my limited research, I've looked at Jana Partners, Mount Kellet and Seneca Capital.

 

Thanks in advance!

 

As a very general statement, I'd caution that 13Fs for event driven and special situation managers are not necessarily a great proxy for their actual portfolios.