You'll never get current data as to what that guy is doing. If you're looking at official filings, that is an enternity ago to him. They call him the mad bomber. He'll dump entire positions, even his largest holdings, in a day or two when he wants out. He could be long gone from TKC. You won't know until six months from now.
You're talking about Ken Heebner. He is actually the #1 diversified fund manager for 2007 and #1 over ten years (average return over 25% per year). He doesn't make many mistakes, and in fact only holds 25 securities in CGMFX.