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Two Funds Have Mixed Opinions on SunOpta

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Greg Boland and Jason Karp (pictured) have different views on SunOpta, Inc. (USA) (NASDAQ:STKL). According to a recent filing with the Securities and Exchange Commission, Boland’s West Face Capital has disclosed an increase in its holding to 8.47 million shares, from the 4.17 million shares reported previously. This move gives Boland control over approximately 9.9% of SunOpta’s common stock. Karp, on the other hand, has recently disposed of 50,000 shares at prices varying between $5.00 and $5.24 apiece, as disclosed in a new Form 4 filing. His fund, Tourbillon Capital Partners, currently holds 8.51 million shares, which represent roughly 9.98% of the company’s outstanding stock.

Jason Karp - Tourbillon Capital Partners

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Jason Karp
Jason Karp
Tourbillon Capital Partners

Tourbillon Capital Partners was launched by Jason Karp in 2013 with $250 million in assets, a number Karp has managed to multiply quickly. According to Tourbillon Capital’s latest 13F filing, the fund’s equity portfolio carries a value in excess of $4.6 billion, which serves as testament to Karp’s prowess. He has spread the funds across a number of sectors, with 38% concentrated in consumer discretionary stocks, while 21% of the portfolio is occupied by technology companies. Although Karp has decreased his holding of Expedia Inc (NASDAQ:EXPE) by 9% during the second quarter to 3.13 million shares, the stock continues to be Tourbillon Capital Partners’ biggest equity position. International, Ltd. (ADR) (NASDAQ:CTRP) seems to have replaced Expedia as Karp’s favorite travel services company, with Tourbillon reporting an 88% increase in its holding to exactly 2.9 million shares in its latest 13F filing. Karp is also betting big on TV giant DISH Network Corp (NASDAQ:DISH) and has boosted his stake to 2.47 million shares during the second quarter.

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