Author Archive - Jake Mann


Nelson Peltz Still Loves Mondelez & PepsiCo, But Drops Sotheby’s

We have gone through the most recent filing from billionaire Nelson Peltz’s Trian Partners; here’s what we found: No new positions. In most quarters......(read more)
Carl Icahn - Icahn Capital Lp

Carl Icahn’s New 13F Confirms What We Already Knew: He Likes Energy, Loves Apple

In November, billionaire activist investor Carl Icahn’s Icahn Capital filed its 13F for the third quarter of 2013 with the SEC. Many of the fund’s......(read more)

James Dinan is Betting on Broadcast TV, Obamacare & JPMorgan

We have compared billionaire James Dinan’s York Capital Management’s most recent 13F to the fund’s previous filings (see a history of Dinan’......(read more)

John Paulson’s Favorite Themes Are Discount Retail, Domestic Energy and FedEx

While John Paulson’s name is synonymous with outsized bets on mortgage-backed securities and gold, he also runs a fairly large equity portfolio at Paulson......(read more)
Ken Griffin

Ken Griffin Prefers Biotech to Large-Caps Like Apple & Priceline

We have gone through Citadel’s most recent 13F compared to the previous one (see a history of Citadel’s stock picks) and here’s what we noticed......(read more)
Leon Cooperman Omega Advisors

Leon Cooperman Trades Wells Fargo For Citi, Bets On Rebound In Gas & Gold

We have gone through the most recent 13Fs from billionaire Leon Cooperman’s Omega Advisors and compared it to previous ones (see a history of the fund......(read more)

Paul Singer Prefers Twenty-First Century Fox to News Corp By An 8:1 Ratio

Paul Singer usually avoids mega-cap stocks like Apple Inc. (NASDAQ:AAPL) and invests in mid-cap stocks where he can take an active role in the direction......(read more)
Bill Ackman in crowd

Bill Ackman Takes Profits At General Growth and P&G

Pershing Square, managed by billionaire Bill Ackman, has been mocked quite a bit this year for its short position in Herbalife (NYSE:HLF) but the fund......(read more)
T Boone Pickens with oil bin

T. Boone Pickens is Bullish on Exxon Too, Also Loves Small-Cap Athlon Energy

After making billions in the oilfield, T. Boone Pickens began investing in the public markets (primarily in energy) and issues quarterly 13F filings through......(read more)

What Scared Stan Druckenmiller’s Family Office Away From CBS?

Stan Druckenmiller is a billionaire, and was the long-time manager of Duquesne Capital. Now, he oversees a family office, but his investing strategy is......(read more)
Julian Robertson

Julian Robertson is Bullish on the ‘Internet of Things’

Billionaire Julian Robertson is one of the most closely followed figures in finance, even after his official retirement from running Tiger Management......(read more)

Jim Simons’ Latest Strategy is ‘Out With the New, In With the Old’

Renaissance Technologies has had one of the most successful histories of any hedge fund tracked by Insider Monkey. Because of the fund’s success and......(read more)

Ray Dalio, Bridgewater Make Micron New Top Dog, Love Tech Blue Chips

Most of billionaire Ray Dalio and Bridgewater Associates’ capital is invested in macro instruments such as currencies and commodity futures, but a portion......(read more)
response biomedical

Sam Isaly, Orbimed Now Hold 53.3% of Response Biomedical

Sam Isaly‘s Orbimed Advisors focuses on healthcare investments, and it has now disclosed a change to its holdings of Response Biomedical Corp. (......(read more)

Paul Singer Reiterates 6.4% Stake in Emulex, Reveals New Agreement in Play

Paul Singer and his mega-hedge fund, Elliott Associates, has just reiterated its 6.4% stake in Emulex Corporation (NYSE:ELX), while disclosing a letter......(read more)

Eric Bannasch’s Cadian Capital Lowers Stake in LogMeIn

In a newly amended 13G filing with the SEC, Eric Bannasch‘s Cadian Capital has disclosed lowering its position in LogMeIn Inc (NASDAQ:LOGM) to......(read more)
National Fuel Gas Co. (NYSE:NFG)

2 Gas Utility Companies Income Investors Should Know About

In the U.S. equity markets, there are roughly 15,000 publicly traded companies, so it’s understandable if some of these fall through the cracks. There......(read more)
hedge funds vs. mutual funds

Warren Buffett, Berkshire Hathaway Throw More Cash at DaVita

In a new Form 4 filing just disclosed publicly, Warren Buffett and Berkshire Hathaway revealed it has added to its stake in DaVita HealthCare Partners......(read more)
top hedge funds

Michael Novogratz, Fortress Investment Group Go Activist on Gaming and Leisure Properties

Michael Novogratz‘s Fortress Investment Group has just revealed a new activist stake in Gaming and Leisure Properties Inc (NASDAQ:GLPI), worth......(read more)
Carl Icahn as viking

Carl Icahn Still Holds Nearly 6% of Transocean, Reveals New Dividend Vote Coming

In a newly amended 13D filing with the SEC this morning, Carl Icahn disclosed maintaining a 5.96% stake in Transocean LTD (NYSE:RIG). The real purpose......(read more)

Ken Griffin, Citadel Disclose New Positions in Norcraft Companies & JGWPT Holdings

Ken Griffin is one of the richest men in the country, and his hedge fund, Citadel Advisors, manages a boatload of assets. In a few new SEC filings this......(read more)
Thomas Sandell

Activist Tom Sandell Sends Letter to Bob Evans, Maintains 5.1% Stake

Tom Sandell‘s Sandell Asset Management first reported an activist position in Bob Evans Farms Inc (NASDAQ:BOBE) this September. Two months later......(read more)
American Public Education, Inc. (NASDAQ:APEI)

Bares Capital Drastically Cuts American Public Education Position

Brian Bares‘ Austin-based Bares Capital has just revealed that it holds only 0.18% of American Public Education, Inc. (NASDAQ:APEI). The firm......(read more)
Steven Cohen

Steve Cohen, SAC Capital Reveal 5.3% Stake in Intercept Pharmaceuticals

Steve Cohen‘s SAC Capital has just revealed a 5.3% stake in Intercept Pharmaceuticals Inc (NASDAQ:ICPT), a new filing with the SEC indicates.......(read more)
Peter Kolchinsky

This Week’s 6 Most Important Hedge Fund Moves

As we approach the nexus of third quarter 13F filings (next week), hedge funds have been very active in 13D and 13G land. While the big-name activists......(read more)

John Rogers, Ariel Also Disclose a 10.9% Stake in Cumberland Pharmaceuticals

In a new 13G filing just reported to the SEC, John W. Rogers‘ Ariel Investments has disclosed a 10.9% stake in Cumberland Pharmaceuticals, Inc......(read more)

Sprott Maintains 4.5% Stake in Kimber Resources

In a newly amended 13G article with the SEC, Eric Sprott‘s Sprott Inc. (which is related to Sprott Asset Management) has reported a 4.5% stake in......(read more)
Bill Barrett Corporation (NYSE:BBG)

Shapiro Capital Reports New Positions in Bill Barrett & Starboard Value’s Next Target, Calgon Carbon

Shapiro Capital Management is an investment manager that specializes in small- and mid-cap stocks, and we’ve covered the firm here on Insider Monkey......(read more)

John Burbank, Passport Capital Disclose Large Passive Stake in

John Burbank‘s Passport Capital now owns 11.8% of Inc (NYSE:WUBA), a new 13G filing with the SEC has revealed. went public earlier......(read more)

Paul Singer Reveals a Massive Activist Stake in Riverbed Technology

Paul Singer, the manager of Elliott Associates, has just disclosed a 5.8% equity stake in Riverbed Technology, Inc. (NASDAQ:RVBD). In a new 13D filing......(read more)
Tuesday Morning Corporation

Becker Drapkin Management Cuts Position, No Longer Activist at Tuesday Morning

Matthew Drapkin and Steven R. Becker‘s Becker Drapkin Management has just disclosed a 4.8% stake in Tuesday Morning Corporation (NASDAQ:TUES).  ......(read more)

Alan Fournier, Pennant Capital Take 7.3% Stake in MRC Global

Alan Fournier, the founder and managing member of Pennant Capital Management, a long/short hedge fund, just revealed he has taken a new 7.3% stake in ......(read more)

Coliseum Capital Boosts Stake in Accuride to 16.2%

Coliseum Capital is an activist hedge fund founded by Christopher Shackelton and Adam Gray. In an amendment just filed with the SEC, the two managers......(read more)

Riley Investment Management Cuts Stake in National Holdings Corporation

In an amended 13G filing just reported to the SEC, activist hedge fund Riley Investment Management disclosed a 5.2% stake in National Holdings Corporation......(read more)
Ricky Sandler

Ricky Sandler, Eminence Capital Go Activist On The Men’s Wearhouse

Ricky Sandler‘s Eminence Capital just revealed that it holds a 9.8% stake in The Men’s Wearhouse, Inc. (NYSE:MW). Sandler is a known activist......(read more)

Brown Capital Management Now Owns 8.4% of Quidel Corporation

Brown Capital Management, in a newly amended 13G with the SEC, has disclosed that it now owns 8.4% of Quidel Corporation (NASDAQ:QDEL). This is an increase......(read more)

Willow Creek Capital Discloses New 9.99% Stake in ERF Wireless

Willow Creek Capital, founded by Jon Hauser, Jon Hardy and Jerrel Armstrong in April 2008, just disclosed a new 9.99% stake in ERF Wireless, Inc. (......(read more)
Quantum Fuel Systems Tech Worldwide

Seamans Capital Management Boosts Quantum Fuel Systems Exposure

Seamans Capital Management has just disclosed an 8.3% stake in Quantum Fuel Systems Tech Worldwide Inc (NASDAQ:QTWW), in a newly amended 13G filing.......(read more)
Mario Gabelli with cereal box

Mario Gabelli’s Gamco Ups Stake in Mac-Gray

In a newly amended 13D filing with the SEC, Mario Gabelli‘s Gamco Investors reported an 8.24% stake in Mac-Gray Corporation (NYSE:TUC), which......(read more)
Leon Cooperman Omega Advisors

4 Reasons Why Leon Cooperman May Be Long Delia’s

Leon Cooperman and his hedge fund, Omega Advisors, manage an equity portfolio worth more than $6 billion. In a new 13G filing reported earlier this month......(read more)
USA Truck

Baker Street Capital Discloses 13.3% Activist Stake in USA Truck

In a new 13D filing with the SEC, Baker Street Capital has just reported a 13.3% stake in USA Truck, Inc. (NASDAQ:USAK). The position is activist in......(read more)
Insider Trading 3

5 Stocks With Heavy Interest From Short-Sellers and Hedge Fund Managers

Unless the SEC decides to drastically change its tone toward short sale reporting, we don’t expect to have the ability to parse through individual hedge......(read more)
Carl Icahn - Icahn Capital Lp

Did Social Media Buzz Predict Carl Icahn’s Biggest Trades?

There are a select few money managers whose words can move entire markets, but up to this point, only one has mastered the medium of Twitter Inc (NYSE......(read more)
Biggest Charities in USA

3 Billionaire Buys You Should Know About

There are dozens of hedge fund transactions on a daily basis, but only a few billionaires change their positions each week. You’re probably aware of......(read more)
NutriSystem Inc. (NASDAQ:NTRI)

Clinton Group Lowers Activist Stake in NutriSystem

In a newly amended 13D filing with the SEC, activist firm Clinton Group reported it has cut its position in NutriSystem Inc. (NASDAQ:NTRI) ever so slightly......(read more)
Raj Rajaratnam thinking

2 Small-Cap Banks With Multiple Insiders Buying This Month

According to several empirical studies on insider trading, stocks with more than one insider purchase over the past three months have the potential to......(read more)
Jane Mendillo

How Stock Pickers Can Imitate Harvard and Yale

Harvard and Yale have the two largest university endowments in the United States, both of which are worth a combined value near $50 billion. David Swensen......(read more)

Cliff Asness, AQR Capital Reveal They Own 10.7% of Global Defense & National Security Systems

Cliff Asness, the manager of AQR Capital Management, has just disclosed a 10.7% stake in Global Defense & National Security Systems Inc (NASDAQ:......(read more)

Nathaniel August’s Mangrove Partners Lowers Stake in DHT Holdings Below 5%

In an amended 13G filing with the SEC, Nathaniel August’s Mangrove Partners disclosed it now owns 4.97% of DHT Holdings Inc (NYSE:DHT). Mangrove......(read more)
Jeff Smith

1 Under-The-Radar Activist Campaign to Keep An Eye On

Activist investors like Dan Loeb and Carl Icahn get most of the attention in the financial blogosphere, but there are plenty of lesser-known guys you......(read more)

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