Posts Tagged ‘Mason Hawkins’

E I Du Pont De Nemours And Co (DD), PepsiCo, Inc. (PEP), Mondelez International Inc (MDLZ): Trian Partners’ Top Picks for the Fourth Quarter

TRIAN PARTNERS
In its latest 13F filing with the U.S. Securities and Exchange Commission, Nelson Peltz’s Trian Partners disclosed its top 3 picks for the fourth quarter......(read more)

Level 3 Communications, Inc. (LVLT), Dreamworks Animation Skg Inc (DWA): Southeastern Reports Two Bullish Moves

Mason Hawkins
Mason Hawkins‘ Southeastern Asset Management is one of the largest funds that we track, managing an equity portfolio worth over $18 billion. In......(read more)

News Corp (NWS): Mason Hawkings Cuts Stake to 0.1% Amid Voting Structure Problems; Will Others Follow Suit?

Mason Hawkins
In a new filing with the Securities and Exchange Commission, Mason Hawkins‘ Southeastern Asset Management reported cutting almost its entire position......(read more)

Graham Holdings Co (GHC), Scripps Networks Interactive, Inc. (SNI): Two Stocks Mason Hawkins is Bullish on

Mason Hawkins
Mason Hawkins‘ Southeastern Asset Management has disclosed two bullish moves regarding its positions in Graham Holdings Co (NYSE:GHC) and Scripps......(read more)

DineEquity Inc (DIN): MSD Capital Continues Selling Shares after Strong Earnings Report

Michael Dell
MSD Capital, the fund managed by Glenn Fuhrman and John Phelan, disclosed yesterday a reduction in its activist stake in DineEquity Inc (NYSE:DIN). According......(read more)

The Bank of New York Mellon Corporation (BK), Goldman Sachs Group Inc (GS) and Wells Fargo & Co (WFC): Horseman Capital Management Reduces Exposure in Its Top Holdings

Biggest IPOs in US History
John Horseman’s Horseman Capital Management is following the same route as many of its peers, trimming its exposure to US equities. The top three holdings......(read more)

Horseman Capital Management’s Biggest Bets

Vipshop Holdings Ltd
John Horseman’s Horseman Capital Management is also amongst those hedge funds that are obliged to disclose their equity holdings for the end of the......(read more)

PepsiCo Inc. (PEP), Mondelez International Inc (MDLZ), GNC Holdings Inc (GNC): Nelson Peltz’s Latest Moves

TRIAN PARTNERS
As we continue to analyze major hedge funds’ 13F filings, we came across an interesting portfolio: that of Trian Fund Management. The hedge fund managed......(read more)

TW Telecom Inc (TWTC), Graham Holdings Co (GHC), and ViaSat, Inc. (VSAT): Billionaire Mason Hawkins Loves These Stocks

Mason Hawkins
In 1975, Mason Hawkins decided to take the next step in his career and founded Southeastern Asset Management. Prior to that, he had worked as director......(read more)

Southeastern Asset Management Reduces Exposure To Texas Industries Inc. (TXI) and DineEquity Inc. (DIN); Boosts Stake in TW Telecom Inc. (TWTC)

Mason Hawkins
In newly amended filings with the U.S. Securities and Exchange Commission, Southeastern Asset Management, managed by Mason Hawkins, has disclosed reducing......(read more)

Two Oil & Gas Stocks With Multiple Insider Purchases

CONSOL Energy Inc. (NYSE:CNX)
Keeping track of insider purchases is key to our investment strategy. Performing this task, I came across two interesting cases of oil and gas companies......(read more)

Two Restaurant Chain Operators That Insiders are Fond of

The Wendy's Co (NASDAQ:WEN)
Since the beginning of the week, two well-known restaurant chain operators have seen their insiders buy their stock. As insider purchases can be interpreted......(read more)

Warren Buffett to Swap Stake in Graham Holdings (GHC)

Warren Buffett and Billionaires
Berkshire Hathaway, led by Warren Buffett, disclosed in an SEC filing that it will sell its Class B shares of Graham Holdings Co (NYSE:GHC) back to......(read more)

Mason Hawkins’ Southeastern Ups Stake in Consol Energy (CNX)

Mason Hawkins
Mason Hawkins’ Southeastern Asset Management, a significant stakeholder of CONSOL Energy Inc (NYSE:CNX) has upped its skate in the company for a......(read more)

Two Insiders and Mason Hawkins Increase Their Bets on CONSOL Energy Inc. (CNX)

Mason Hawkins
Yesterday, Feb. 10th, two insiders at CONSOL Energy Inc. (NYSE:CNX) acquired stock of the company. Alvin Carpenter, Director of The Board purchased 30......(read more)

Trian Partners Trims its Stake in The Wendy’s Co (WEN)

TRIAN PARTNERS
Nelson Peltz and its fund Trian Partners revealed in a filing, that they own 91.49 million shares of The Wendy’s Co (NASDAQ:WEN), which represent......(read more)

Mason Hawkins Still Loves Chesapeake, FedEx & DirecTV

Mason Hawkins
Mason Hawkins’ Southeastern Asset Management has just filed its new 13F with the Securities and Exchange Commission. Mr. Hawkins is bullish on......(read more)

Mason Hawkins, Southeastern Initiate Stake in Empire State Realty Trust; Decrease Position in Aon Plc

Mason Hawkins
Mason Hawkins‘ Southeastern Asset Management revealed two moves made into Empire State Realty Trust Inc (NYSE:ESRT) and Aon plc Class A Ordinary......(read more)

The 8 Most Important Smart Money Moves of the Week So Far

Netflix, Inc. (NASDAQ:NFLX)
Smart money moves: The first three days of this week have been particularly busy in the world of hedge fund filings, and like usual, a few names stand......(read more)

Mason Hawkins, Southeastern Asset Management Up Stake in Guinness Peat

Mason Hawkins
Mason Hawkins, Guinness: Earlier today, a filing disclosed that Southeastern Asset Management, managed by Mason Hawkins, increased its stake in London......(read more)

Did You See What Billionaire Mason Hawkins Did?

Mason Hawkins
Billionaire Mason Hawkins: There are more than 40 hedge fund billionaires in action today. Tracking the consensus picks of this group is the heart of......(read more)

FIX Should You Avoid Koninklijke Philips Electronics NV (ADR) (PHG)?

Koninklijke Philips Electronics NV (ADR) (PHG)
What’s a smart Koninklijke Philips Electronics NV (ADR) (NYSE:PHG) investor to do? To many of your peers, hedge funds are viewed as useless, outdated......(read more)

Vail Resorts, Inc. (MTN): Hedge Funds Are Bullish and Insiders Are Undecided, What Should You Do?

Vail Resorts
What’s a smart Vail Resorts, Inc. (NYSE:MTN) investor to do? In the eyes of many traders, hedge funds are perceived as overrated, outdated investment......(read more)

This Metric Says You Are Smart to Buy Saks Inc (SKS)

Saks Inc (NYSE:SKS)
To the average investor, there are dozens of methods market participants can use to analyze stocks. Some of the most innovative are hedge fund and insider......(read more)

Do Hedge Funds and Insiders Love Texas Industries, Inc. (TXI)?

Texas Industries, Inc. (NYSE:TXI)
Is Texas Industries, Inc. (NYSE:TXI) a good investment? In the financial world, there are a multitude of indicators shareholders can use to watch Mr.......(read more)
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