With another February comes another quarterly disclosure of the holdings of institutional money managers with assets of at least $100 million. The Securities & Exchange Commission (SEC) requires these managers to report their stock holdings via Schedule 13F within 45 days of the end of each quarter.   In November when these investors last updated their holdings (as of the end of the third quarter of 2012) Investing Daily’s Jim Fink highlighted four picks from each of four different investment gurus—Seth Klarman David Einhorn Julian Robertson and Daniel Loeb—to see what they can tell us about which stocks may ...