5 Big Ideas from the Sohn Conference
A group of well-known hedge fund managers, academicians and other thought leaders participated in the seventh annual Sohn San Francisco Conference this week, providing investment...
Posts Tagged ‘Marcato Capital Management’
A Look at 3 Activist Moves Made by Elite Hedge Funds
It is common knowledge that high net-worth individuals have been channeling more capital into activist hedge funds over the past several years.
What Do Hedge Funds Think about Mick McGuire’s Sohn Canada Long Picks?
At the recent Sohn Canada Conference 2015, Richard McGuire of activist hedge fund Marcato Capital Management identified Sothebys (NYSE:BID) and Virtus Investment Partners Inc (...
Hedge Funds’ Make Moves On Newly-Public Biotech And “Undervalued” Broker
The U.S equities markets have seriously pulled back lately, so hedge funds and other investors are stumbling upon a greater number of quality investing opportunities.
Does Marcato Capital Think Avis Budget Group Inc. (CAR)’s Stock Has Bottomed Out?
According to a recently filed 13G form with the SEC, Richard McGuire's Marcato Capital Management has added another 2.37 million shares to its Avis Budget Group Inc.
SOLD! Activist Marcato Capital And Sothebys (BID) Reach Agreement Over Disputed Legal Files
In the latest development regarding Richard McGuire's Marcato Capital Management and the recent target of its activism, Sothebys (NYSE:BID), the $3.19 billion global art business...
NCR Corp. (NCR) A ‘Strong Sell’ According to Investment Research Report from Spruce Point (See it Inside)
Spruce Point Management, a firm focused on short-selling the stocks of companies in dire straits has found its next target in the form of NCR Corporation (NYSE:NCR).
Bank of New York Mellon Corp (BK): Marcato Capital Management Asks for New CEO; Two Other Stocks Mick McGuire is Bullish On
Activist investor Mick McGuire of Marcato Capital Management on Tuesday sent a letter to the lead director of Bank of New York Mellon Corp (NYSE:BK) demanding the ouster and replacement...
Goodyear Tire & Rubber Co (GT), Office Depot Inc. (ODP), Anika Therapeutics Inc. (ANIK): Portolan Capital Management’s Top Picks
Portolan Capital Management, managed by George McCabe, recently filed a 13F filing with the U.S.
Should You Follow Billionaire Nelson Peltz Into Bank of New York Mellon Corp (BK)?
Nelson Peltz’s Trian Fund Management continues to raise its exposure to Bank of New York Mellon Corp (NYSE:BK), purchasing another 273,000 shares at a price of $36.63 per share...
Delta Air Lines Inc. (DAL), Magna International Inc. (USA) (MGA), Lear Corporation (LEA): Wexford Capital’s Top New Stakes For The Third Quarter
Charles Davidson’s Wexford Capital filed a Schedule 13F form with the SEC on Thursday, disclosing its long equity positions as of September 30, 2014.
NCR Corporation (NCR): Marcato Capital Management Goes Activist With 6.5% Stake and Wants Richard McGuire Nominated as Director
Richard McGuire’s Marcato Capital Management has gone activist on NCR Corporation (NYSE:NCR).
Parag Vora’s HG Vora Capital Management Initiates Stake In Life Time Fitness, Inc. (LTM)
Parag Vora, the manager of HG Vora Capital Management, thinks Life Time Fitness, Inc. (NYSE:LTM) is a good investment and has initiated a new position for his fund.
Life Time Fitness, Inc. (LTM) Exploring REIT Conversion: Marcato Capital Management Sends Letter To CEO
In a newly amended filing with the U.S Securities and Exchnage Commission, Marcato Capital Management, managed by Richard Mcguire, has disclosed a letter it sent to Chairman and...
Sothebys (BID): Richard McGuire’s Marcato Capital Management Increases Exposure by 41%
A few days ago, Richard Mcguire’s Marcato Capital Management disclosed - in a filing with the SEC - a 41% increase in its stake in Sothebys (NYSE:BID), a $2.9 billion market...
Deepak Gulati’s Argentiere Capital’s Top Stock Picks
Zug, Switzerland-based Argentiere Capital is an alternative investment management firm, which was founded by Deepak Gulati. Mr.
Actavis plc (ACT), Gilead Sciences Inc. (GILD), Macquaire Infrastructure Company LLC (MIC): Selz Capital’s Top Stock Positions for Q2 2014
Bernard Selz’s Selz Capital recently disclosed at the SEC its long equity positions as of June 30 2014.
Dan Loeb’s Third Point: Top Small-Cap Picks Include Sothebys (BID), Intrexon Corp (XON), Ocwen Financial Corp (OCN)
Our equity market studies have shown that the most popular small-cap picks ($1 billion - $5 billion market cap) amongst hedge funds have historically outperformed the wider market...
Marcato Capital Boosts Stakes in Life Time Fitness and Lear Corp.
Richard McGuire’s Marcato Capital Management revealed today that it has increased its stake in two of its equity holdings.
HG Vora Capital Management’s Top Holdings At the End of March
Parag Vora’s Hg Vora Capital Management presented a Form 13F at the U.S. Securities and Exchange Commission a few days ago.
Dan Loeb’s Top Bullish Moves During the First Quarter
Dan Loeb, the manager of Third Point is one of the pioneers in activist investing.
Richard McGuire’s Marcato Reveals New 7% Activist Stake in Life Time Fitness, Inc. (LTM)
In a new filing with the Securities and Exchange Commission, Richard McGuire's Marcato Capital Management disclosed a big activist stake in Life Time Fitness, Inc. (NYSE:LTM).
Mick McGuire’s Marcato Capital Issues Another Presentation on Sotheby’s (BID)
Richard McGuire of Marcato Capital Management has disclosed, in a filing with the SEC, its presentation on Sotheby's (NYSE:BID), from the "Active-Passive Investor Summit." In ...
NCR Corporation (NCR) Is a Tech Stock Worth Hedge Funds’ Attention
During the fourth quarter of 2013, Richard McGuire of Marcato Capital Management and Eric Bannasch of Cadian Capital increased their stakes in NCR Corporation (NYSE:NCR) significantly...
Hedge Funds Interested in Cole Real Estate Investments (COLE)
Beating the market can be difficult when picking stocks on your own.
Third Point Upps its Stake In Sothebys (BID); Nominates Directors to the Board
Dan Loeb’s Third Point, has raised its stake in Sothebys (NYSE:BID), as revealed in a new filing with the Security and Exchange Commission.
Dan Sobol and Lisa Hess’ Skytop Capital is Betting on Services and Financials
In 2012, Skytop Capital Management was founded by Dan Sobol and Lisa Hess. The New York-based emerging special situations and distressed fund has $238 million in AUM.
Mick MsGuire and Marcato Capital’s Top Stock Picks
In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year.
The Winklevoss Twins Didn’t Talk About These Stocks Last Week, But These Guys Did
The Winklevoss twins: The Value Investing Congress was last week, and we at Insider Monkey were in attendance.
Value Investing Congress Presentations: Mick McGuire’s Bullish Thesis On United Rentals
Value Investing Congress presentations: Here at Insider Monkey, we tout United Rentals (NYSE:URI) pretty highly, and for good reason.
Mick McGuire and Marcato Capital: Here is How Their Top Stock Picks Performed, Including Lear Corporation (LEA)
At Insider Monkey, we track a little over 500 of the world's 8,000-plus hedge funds because we choose to focus on the best funds active today.
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