Nelson Peltz Still Loves Mondelez & PepsiCo, But Drops Sotheby’s
No new positions. In most quarters, Peltz and Trian maintain a very concentrated equity portfolio, and this filing was no different.
Author Archive - Jake Mann
Carl Icahn’s New 13F Confirms What We Already Knew: He Likes Energy, Loves Apple
In November, billionaire activist investor Carl Icahn’s Icahn Capital filed its 13F for the third quarter of 2013 with the SEC.
James Dinan is Betting on Broadcast TV, Obamacare & JPMorgan
We have compared billionaire James Dinan’s York Capital Management’s most recent 13F to the fund’s previous filings (see a history of Dinan's trading activity) and here ...
John Paulson’s Favorite Themes Are Discount Retail, Domestic Energy and FedEx
While John Paulson’s name is synonymous with outsized bets on mortgage-backed securities and gold, he also runs a fairly large equity portfolio at Paulson & Co, and it’s worth...
Ken Griffin Prefers Biotech to Large-Caps Like Apple & Priceline
Biotech bets. The first thing to know about Citadel and Ken Griffin is that they typically employ a high level of portfolio turnover on a quarterly basis.
Leon Cooperman Trades Wells Fargo For Citi, Bets On Rebound In Gas & Gold
We have gone through the most recent 13Fs from billionaire Leon Cooperman’s Omega Advisors and compared it to previous ones (see a history of the fund's stock picks), and here...
Paul Singer Prefers Twenty-First Century Fox to News Corp By An 8:1 Ratio
Paul Singer usually avoids mega-cap stocks like Apple Inc. (NASDAQ:AAPL) and invests in mid-cap stocks where he can take an active role in the direction of the company.
Bill Ackman Takes Profits At General Growth and P&G
Pershing Square, managed by billionaire Bill Ackman, has been mocked quite a bit this year for its short position in Herbalife (NYSE:HLF) but the fund did generate positive returns...
T. Boone Pickens is Bullish on Exxon Too, Also Loves Small-Cap Athlon Energy
After making billions in the oilfield, T.
What Scared Stan Druckenmiller’s Family Office Away From CBS?
Stan Druckenmiller is a billionaire, and was the long-time manager of Duquesne Capital. Now, he oversees a family office, but his investing strategy is mostly the same.
Julian Robertson is Bullish on the ‘Internet of Things’
Billionaire Julian Robertson is one of the most closely followed figures in finance, even after his official retirement from running Tiger Management several years ago.
Jim Simons’ Latest Strategy is ‘Out With the New, In With the Old’
Renaissance Technologies has had one of the most successful histories of any hedge fund tracked by Insider Monkey.
Ray Dalio, Bridgewater Make Micron New Top Dog, Love Tech Blue Chips
Most of billionaire Ray Dalio and Bridgewater Associates’ capital is invested in macro instruments such as currencies and commodity futures, but a portion of the fund invests...
Sam Isaly, Orbimed Now Hold 53.3% of Response Biomedical
Sam Isaly's Orbimed Advisors focuses on healthcare investments, and it has now disclosed a change to its holdings of Response Biomedical Corp.
Paul Singer Reiterates 6.4% Stake in Emulex, Reveals New Agreement in Play
Paul Singer and his mega-hedge fund, Elliott Associates, has just reiterated its 6.4% stake in Emulex Corporation (NYSE:ELX), while disclosing a letter agreement with the company...
Eric Bannasch’s Cadian Capital Lowers Stake in LogMeIn
In a newly amended 13G filing with the SEC, Eric Bannasch's Cadian Capital has disclosed lowering its position in LogMeIn Inc (NASDAQ:LOGM) to 9.7% of its outstanding shares...
2 Gas Utility Companies Income Investors Should Know About
In the U.S. equity markets, there are roughly 15,000 publicly traded companies, so it’s understandable if some of these fall through the cracks.
Warren Buffett, Berkshire Hathaway Throw More Cash at DaVita
In a new Form 4 filing just disclosed publicly, Warren Buffett and Berkshire Hathaway revealed it has added to its stake in DaVita HealthCare Partners Inc (NYSE:DVA).
Michael Novogratz, Fortress Investment Group Go Activist on Gaming and Leisure Properties
Michael Novogratz's Fortress Investment Group has just revealed a new activist stake in Gaming and Leisure Properties Inc (NASDAQ:GLPI), worth 9.9% of the company.
Carl Icahn Still Holds Nearly 6% of Transocean, Reveals New Dividend Vote Coming
In a newly amended 13D filing with the SEC this morning, Carl Icahn disclosed maintaining a 5.96% stake in Transocean LTD (NYSE:RIG).
Ken Griffin, Citadel Disclose New Positions in Norcraft Companies & JGWPT Holdings
Ken Griffin is one of the richest men in the country, and his hedge fund, Citadel Advisors, manages a boatload of assets.
Activist Tom Sandell Sends Letter to Bob Evans, Maintains 5.1% Stake
Tom Sandell's Sandell Asset Management first reported an activist position in Bob Evans Farms Inc (NASDAQ:BOBE) this September.
Bares Capital Drastically Cuts American Public Education Position
Brian Bares' Austin-based Bares Capital has just revealed that it holds only 0.18% of American Public Education, Inc. (NASDAQ:APEI).
Steve Cohen, SAC Capital Reveal 5.3% Stake in Intercept Pharmaceuticals
Steve Cohen's SAC Capital has just revealed a 5.3% stake in Intercept Pharmaceuticals Inc (NASDAQ:ICPT), a new filing with the SEC indicates.
This Week’s 6 Most Important Hedge Fund Moves
As we approach the nexus of third quarter 13F filings (next week), hedge funds have been very active in 13D and 13G land.
John Rogers, Ariel Also Disclose a 10.9% Stake in Cumberland Pharmaceuticals
In a new 13G filing just reported to the SEC, John W. Rogers' Ariel Investments has disclosed a 10.9% stake in Cumberland Pharmaceuticals, Inc. (NASDAQ:CPIX).
Sprott Maintains 4.5% Stake in Kimber Resources
In a newly amended 13G article with the SEC, Eric Sprott's Sprott Inc.
Shapiro Capital Reports New Positions in Bill Barrett & Starboard Value’s Next Target, Calgon Carbon
Shapiro Capital Management is an investment manager that specializes in small- and mid-cap stocks, and we've covered the firm here on Insider Monkey before.
John Burbank, Passport Capital Disclose Large Passive Stake in 58.com
John Burbank's Passport Capital now owns 11.8% of 58.com Inc (NYSE:WUBA), a new 13G filing with the SEC has revealed.
Paul Singer Reveals a Massive Activist Stake in Riverbed Technology
Paul Singer, the manager of Elliott Associates, has just disclosed a 5.8% equity stake in Riverbed Technology, Inc. (NASDAQ:RVBD).
Becker Drapkin Management Cuts Position, No Longer Activist at Tuesday Morning
Matthew Drapkin and Steven R. Becker's Becker Drapkin Management has just disclosed a 4.8% stake in Tuesday Morning Corporation (NASDAQ:TUES).
Alan Fournier, Pennant Capital Take 7.3% Stake in MRC Global
Alan Fournier, the founder and managing member of Pennant Capital Management, a long/short hedge fund, just revealed he has taken a new 7.3% stake in MRC Global Inc (NYSE:MRC...
Coliseum Capital Boosts Stake in Accuride to 16.2%
Coliseum Capital is an activist hedge fund founded by Christopher Shackelton and Adam Gray.
Riley Investment Management Cuts Stake in National Holdings Corporation
In an amended 13G filing just reported to the SEC, activist hedge fund Riley Investment Management disclosed a 5.2% stake in National Holdings Corporation (OTCBB:NHLD).
Ricky Sandler, Eminence Capital Go Activist On The Men’s Wearhouse
Ricky Sandler's Eminence Capital just revealed that it holds a 9.8% stake in The Men's Wearhouse, Inc. (NYSE:MW).
Brown Capital Management Now Owns 8.4% of Quidel Corporation
Brown Capital Management, in a newly amended 13G with the SEC, has disclosed that it now owns 8.4% of Quidel Corporation (NASDAQ:QDEL).
Willow Creek Capital Discloses New 9.99% Stake in ERF Wireless
Willow Creek Capital, founded by Jon Hauser, Jon Hardy and Jerrel Armstrong in April 2008, just disclosed a new 9.99% stake in ERF Wireless, Inc. (OTCBB:ERFB).
Seamans Capital Management Boosts Quantum Fuel Systems Exposure
Seamans Capital Management has just disclosed an 8.3% stake in Quantum Fuel Systems Tech Worldwide Inc (NASDAQ:QTWW), in a newly amended 13G filing.
Mario Gabelli’s Gamco Ups Stake in Mac-Gray
In a newly amended 13D filing with the SEC, Mario Gabelli's Gamco Investors reported an 8.24% stake in Mac-Gray Corporation (NYSE:TUC), which is set to merge with CSC Fenway...
4 Reasons Why Leon Cooperman May Be Long Delia’s
Leon Cooperman and his hedge fund, Omega Advisors, manage an equity portfolio worth more than $6 billion.
Baker Street Capital Discloses 13.3% Activist Stake in USA Truck
In a new 13D filing with the SEC, Baker Street Capital has just reported a 13.3% stake in USA Truck, Inc. (NASDAQ:USAK).
5 Stocks With Heavy Interest From Short-Sellers and Hedge Fund Managers
Unless the SEC decides to drastically change its tone toward short sale reporting, we don’t expect to have the ability to parse through individual hedge fund managers’ short...
Did Social Media Buzz Predict Carl Icahn’s Biggest Trades?
There are a select few money managers whose words can move entire markets, but up to this point, only one has mastered the medium of Twitter Inc (NYSE:TWTR): Carl Icahn.
3 Billionaire Buys You Should Know About
There are dozens of hedge fund transactions on a daily basis, but only a few billionaires change their positions each week.
Clinton Group Lowers Activist Stake in NutriSystem
In a newly amended 13D filing with the SEC, activist firm Clinton Group reported it has cut its position in NutriSystem Inc. (NASDAQ:NTRI) ever so slightly.
2 Small-Cap Banks With Multiple Insiders Buying This Month
According to several empirical studies on insider trading, stocks with more than one insider purchase over the past three months have the potential to outperform the broader indices...
How Stock Pickers Can Imitate Harvard and Yale
Harvard and Yale have the two largest university endowments in the United States, both of which are worth a combined value near $50 billion.
Cliff Asness, AQR Capital Reveal They Own 10.7% of Global Defense & National Security Systems
Cliff Asness, the manager of AQR Capital Management, has just disclosed a 10.7% stake in Global Defense & National Security Systems Inc (NASDAQ:GDEF).
Nathaniel August’s Mangrove Partners Lowers Stake in DHT Holdings Below 5%
In an amended 13G filing with the SEC, Nathaniel August's Mangrove Partners disclosed it now owns 4.97% of DHT Holdings Inc (NYSE:DHT).
1 Under-The-Radar Activist Campaign to Keep An Eye On
Activist investors like Dan Loeb and Carl Icahn get most of the attention in the financial blogosphere, but there are plenty of lesser-known guys you should know about too.
