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:

Invesco Private Capital Boosts its Stake in Brookdale Senior Living, Inc. (BKD)

Abby Flamholz and Yehuda Blinder Are Betting On These Stocks: JPMorgan Chase & Co. (JPM), Lockheed Martin Corporation (LMT) & Others

Fang Zheng’s Keywise Capital Loves These Chinese Stocks

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

5 Retirement Mistakes To Avoid (and Einstein’s Famous Quote)

11 Smartest People in the World

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Top 9 Most Popular Free iPhone Apps

Top 10 Least Expensive Private Business Schools in the US

Top 15 Most Expensive Countries in the World – 2014

Top Businesses to Invest In

Top 5 Things You Might Be Doing Wrong With Your Business

Top 5 Strategic Technology Trends in 2014

Top Rags to Riches Stories

Parenting Behavior That Promotes Future Leaders

Top 5 Mistakes Made by Small Businesses

Top 5 Most Common and Potentially Devastating Financial Blunders

Top 5 Highest Paying Jobs for Web Designers

Top 6 Most Respected Professions that Also Pay Well

Top 5 Pitfalls Investors Should Avoid

Top 6 Lawyers and Policy Makers Under 30

Top 6 New Year’s Resolutions for Entrepreneurs

Top 7 Locations to Check in on Facebook

Top 5 Mistakes made by Rookie eBay Sellers

Top 7 eBook Publishers in 2013

Top 6 Health Industry Trends in 2014

5 Lessons for Entrepreneurs from Seth Godin

Top 5 Success Tips from Jordan Belfort – the Wolf of Wall Street

Best Master’s in Finance Degree Programs

Top 6 Earning Celebrities Over 50

The most expensive sports to play

Top 7 Earning Celebrities Under 25

Best 7 Online Courses to Take: Free Finance MOOCs

Top 6 Bad Habits that Promote Failure

20 Most Valuable Soccer Teams in the World in 2013

12 Most Expensive Countries for Foreign Students

Top 30 Most Influential Women in the World

Top 20 Most Expensive New Year Eve Shows

Top 5 Best Vocational Careers

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!