Posts Tagged ‘Stephen Mandel’

Baupost Group Drops AVEO Pharmaceuticals Inc (AVEO) and Shifts Focus Towards Cheniere Energy (LNG)

BAUPOST GROUP
Seth Klarman’s Baupost Group shed its entire stake in AVEO Pharmaceuticals Inc (NASDAQ:AVEO), selling off more than 3.82 million Common Shares. Due......(read more)

Apple Inc. (AAPL), Netflix Inc. (NFLX), Baidu Inc (ADR) (BIDU): Philippe Laffont’s Coatue Management Continues to Bet Big on Big Tech

COATUE MANAGEMENT
As we continue to go through major institutional investors’ 13F filings for the third quarter, we took a look at Philippe Laffont’s Coatue Management......(read more)

Apple Inc. (AAPL), Alibaba Group Holding Ltd (BABA), Yahoo! Inc. (YHOO): Top 10 Tech Stock Picks Among Hedge Funds

Apple Inc. (NASDAQ:AAPL)
With the latest round of 13F filings ending last week, it is time to look at some of the data that we can extract from the equity portfolios of over 700......(read more)

Autodesk, Inc. (ADSK): Stephen Mandel is Bullish and Discloses 5.3% Stake; Should You Follow His Lead?

Lone Pine Capital 2014 Q3 Investor Letter
Autodesk, Inc. (NASDAQ:ADSK) has been recently added to the equity portfolio of Stephen Mandel‘s Lone Pine Capital. The fund revealed ownership......(read more)

Lumber Liquidators Holdings Inc (LL): Steve Cohen’s Point72 Seems To Love This Stock

SAC CAPITAL ADVISORS
Steve Cohen’s Point72 Asset Management disclosed today a huge increase in its stake in Lumber Liquidators Holdings Inc (NYSE:LL). The funds affiliated......(read more)

Lumber Liquidators Holdings Inc (LL) Is Added to Stockbridge Partners’ Equity Portfolio

Lumber Liquidators Holdings Inc (NYSE:LL)
As a recent filing with the Securities and Exchange Commission showed, Berkshire Partners’ subsidiary, Stockbridge Partners, led by Robert J. Small......(read more)

Tiffany & Co. (TIF): Stephen Mandel Ups Stake To 6.85M Shares

Lone Pine Capital 2014 Q3 Investor Letter
Is it a good time to buy Tiffany & Co. (NYSE:TIF) shares? Stephen Mandel seems to think so, as he has recently boosted his holding of the stock.......(read more)

Valeant Pharmaceuticals Intl Inc (VRX): ValueAct Capital Raises Stake as Jeffrey Ubben is Appointed as Board Director

VALUEACT CAPITAL
Jeffrey Ubben’s Valueact Capital Management disclosed today an increase in its exposure to Valeant Pharmaceuticals Intl Inc (NYSE:VRX). The fund added......(read more)

Weyerhaeuser Co (WY), Dollar General Corp (DG) And Marathon Oil Corporation (MRO): Laurion Capital Management’s Top Investments

Weyerhaeuser Company
Based in New York, Laurion Capital Management was founded by Benjamin A. Smith and Sheehan Maduraperuma in 2005, following their departure from JP......(read more)

Edward Lampert Sells Some More AutoNation, Inc. (AN) Shares

ESL INVESTMENTS
Slowly but steadily Edward Lampert is getting rid of his massive stake in AutoNation, Inc. (NYSE:AN). In another round of reduction, a total of 145,......(read more)

Baidu Inc (ADR) (BIDU), Analog Devices, Inc. (ADI), Google Inc (GOOGL): Cantillon Capital Management Top Tech Stocks

Google GOOGL
Cantillon Capital Management, managed by William Von Mueffling, recently filed a 13F with the U.S. Securities and Exchange Commission. The fund reported......(read more)

Amazon.com Inc. (AMZN), Yelp Inc (YELP), Netflix Inc. (NFLX): Eashwar Krishnan’s Tybourne Capital Management Loves These Internet Companies

Amazon.com Inc. (AMZN)
Tybourne Capital Management is a Hong Kong-based hedge fund managed by Eashwar Krishnan, former Asia head of Stephen Mandel’s Lone Pine Capital LLC.......(read more)

Apple Inc. (AAPL), Workday Inc (WDAY), Mallinckrodt PLC (MNK): Paul Tudor Jones’ Top Stock Picks for Q2

TUDOR INVESTMENT CORP
Paul Tudor Jones’ Tudor Investment Corp is amongst hedge funds obliged to disclose its equity once per quarter. The fund declared, as of June 30, an......(read more)

Howard Hughes Corp (HHC), Unit Corp. (UNT), Canadian Pacific Railway Limited (USA) (CP): Kenneth Squire’s 13D Management Boosts its Stakes in Its Largest Holdings

Howard Hughes Corp (NYSE:HHC)
Kenneth Squire’s 13D Management recently filed with the SEC its 13F for the second quarter of 2014. This fund tracks 13D filings from activist investors......(read more)

Actavis plc (ACT), Time Warner Inc (TWX), Canadian Pacific Railway Limited (USA) (CP): Billionaire Daniel Och’s Top Picks

Och-Ziff Capital Management
Daniel S. Och’s OZ Management is among the investment management firms required to disclose their long equity positions once per quarter. Recently,......(read more)

Cognizant Technology Solutions Corp (CTSH), Titan International Inc. (TWI), Salix Pharmaceuticals Ltd. (SLXP) Among Stocks Hedge Funds Are Bullish On

Hedge Fund Managers
Amidst the 13F filing season, several hedge funds have also been filing Schedule 13G forms, disclosing changes that took place after June 30, 2014, in......(read more)

Baidu Inc (ADR) (BIDU), Cognizant Technology Solutions Corp (CTSH), Valeant Pharmaceuticals Intl Inc (VRX): Stephen Mandel’s Top Three Stock Picks

Lone Pine Capital 2014 Q3 Investor Letter
Stephen Mandel’s Lone Pine Capital has revealed for the second quarter a portfolio of 67 companies worth $24.7 billion. The value of all holdings increased......(read more)

Apple Inc. (AAPL), Autodesk, Inc. (ADSK) and Baidu Inc (ADR) (BIDU) – Tech Stocks Michael Novogratz’s Fortress Investment Group Is Betting Big On

top hedge funds
Fortress Investment Group has revealed in the latest round of 13F filings some important moves, and several of them are in tech stocks. The fund’......(read more)

ESL Investments Further Decreases Stake In AutoNation, Inc. (AN)

ESL INVESTMENTS
Edward Lampert and his fund, ESL Investments, have further decreased their exposure to AutoNation, Inc. (NYSE:AN). According to a recent filing with......(read more)

Cognizant Technology Solutions Corp (CTSH), Liberty Global plc (LBYTK): How Lone Pine Capital Lost 1% in 6 Months

Lone Pine Capital 2014 Q3 Investor Letter
Lone Pine Capital, the hedge fund managed by Tiger cub Stephen Mandel, lost about 1%* in the first half of 2014. One investor in the funds assured that......(read more)

Time Warner Inc (TWX) Rebuffs Buyout Offer From Twenty-First Century Fox Inc (FOXA), What Next?

Time Warner Inc (NYSE:TWX)
Time Warner Inc (NYSE:TWX) declined a proposal to be purchased by Twenty-First Century Fox Inc (NASDAQ:FOXA) in a deal that could have created the most......(read more)

Spirit Airlines Incorporated (SAVE): Lone Pine Capital Discloses New 6% Stake

Lone Pine Capital 2014 Q3 Investor Letter
Lone Pine Capital, managed by Stephen Mandel, has revealed a new position in Spirit Airlines Incorporated (NASDAQ:SAVE). According to a new filing with......(read more)

Actavis plc (ACT), Gilead Sciences Inc. (GILD), Macquaire Infrastructure Company LLC (MIC): Selz Capital’s Top Stock Positions for Q2 2014

Magellan Midstream Partners, L.P. (NYSE:MMP)
Bernard Selz’s Selz Capital recently disclosed at the SEC its long equity positions as of June 30 2014. The fund declared stock holdings worth more......(read more)

Realogy Holdings Corp (RLGY), LPL Financial Holdings Inc (LPLA) Among Lone Pine Capital’s Top Small-Cap Picks

Lone Pine Capital 2014 Q3 Investor Letter
Our research has shown that the most popular small-cap picks amongst hedge funds have historically outperformed the market by 18 percentage points. Thus......(read more)

OZ Management Raises Passive Stake in B/E Aerospace Inc (BEAV)

Och-Ziff Capital Management
OZ Management, managed by Daniel S. Och, has upped its stake in B/E Aerospace Inc (NASDAQ:BEAV). In a newly amended filing with the U.S. Securities and......(read more)
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