Jeff Lignelli’s Incline Global Is Betting On These Stocks: Endo Health Solutions Inc (ENDP), Tesoro Corporation (TSO) & Others

In its latest 13F, Incline Global Management, led by Jeff Lignelli, revealed its holdings in its equity portfolio, for the fourth quarter of last year. The value of the equity portfolio increased to $156.17 million from $116.28 million in the previous quarter.

Endo Health Solutions

In this article we will take a quick look of the top five holdings of Incline Global Management, taking companies in which the fund holds the largest positions in terms of value. The first on the list is Endo Health Solutions Inc (NASDAQ:ENDP), a specialty healthcare solutions company, that focuses on branded and generic pharmaceuticals, devices and services. The fund slightly edged down its position to 141,340 shares from 152,770 shares held at the end of the third quarter. The value of the holding significantly surged to $9.54 million from $6.91 million, which made the stock climb up several positions.

John Griffin’s Blue Ridge Capital, is another hedge, which held 7.0 million shares at the end of September 2013.

The next on the list is Tesoro Corporation (NYSE:TSO) a petroleum refiners and marketers in the U.S. Jeff Lignelli revealed owning $8.17 million stake, versus $6.44 million stake at the end of the third quarter. The current position amasses 139,690 shares, down from 146,360 shares held at the end of September.

On the third spot is Hilltop Holdings Inc. (NYSE:HTH), a provider of fire and homeowners insurance to low value dwellings and manufactured homes. The fund significantly boosted its holdings to 340,570 shares, from 91,200 shares held in the last quarter. The value of the current holding is $7.88 million. Jeff Lignelli had added Hilltop Holdings to its equity portfolio in the third quarter of 2013.

Bandera Partners, managed by Gregory Bylinsky and Jefferson Gramm, owned 788,435 at the end of the third quarter of 2013, and is the largest shareholder of Hilltop Holdings Inc. (NYSE:HTH), of all the hedge funds we track.

TransDigm Group Incorporated (NYSE:TDG), that designs, produces and supplies aircraft components for use on commercial and military aircraft, stands on the fourth spot. The holding remained unchanged to 47,200 shares; however the value of the holding increased to $7.6 million from $6.55 million in the previous quarter.

Recently Raymond Laubenthal, President and COO and Robert Henderson, Exec. VP at TransDigm Group Incorporated (NYSE:TDG), sold 2,500 shares and 1,950 shares respectively.

Liberty Global plc – Class C Ordinary Shares (NASDAQ:LBTYK) comes in as the fifth most valuable holding in Jeff Lignelli’s equity portfolio. Here too the holding remained unchanged to 85,820 shares, while the value of the holding surged to $7.24 million from $6.48 million at the end of the previous quarter.

Eagle Capital Management, led by Boykin Curry, held 13.54 million shares at the end of the third quarter of 2013.

Disclosure: none

Recommended reading:

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