In August, hundreds of hedge funds and other major investors filed their 13Fs for the second quarter of 2013 (disclosing many of their long equity positions...
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August 27 - Hedge Funds - Comments
Insurance company Markel invests much of its cash in the market under the management of Tom Gayner. We track Markel Gayner Asset Management’s quarterly...
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July 15 - Hedge Funds - Comments
Plum Creek Timber Co. Inc. (NYSE:PCL) investors should be aware of a decrease in hedge fund sentiment recently. To most shareholders, hedge funds are...
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June 5 - News - Comments
Marriott International Inc (NYSE:MAR) shareholders have witnessed a decrease in support from the world’s most elite money managers in recent months...
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May 31 - News - Comments
Federated Investors Inc (NYSE:FII) was in 15 hedge funds’ portfolio at the end of the first quarter of 2013. FII investors should be aware of a...
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May 30 - News - Comments
Is CarMax, Inc (NYSE:KMX) undervalued? The smart money is becoming less confident. The number of long hedge fund positions decreased by 7 recently. In...
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May 29 - News - Comments
Automatic Data Processing (NASDAQ:ADP) was in 25 hedge funds’ portfolio at the end of the first quarter of 2013. ADP investors should be aware of...
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May 29 - News - Comments
Brown-Forman Corporation (NYSE:BF.B) was in 17 hedge funds’ portfolio at the end of December. BF.B investors should be aware of an increase in hedge...
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May 4 - News - Comments
Union First Market Bankshares Corp. (NASDAQ:UBSH) has seen an increase in activity from the world’s largest hedge funds in recent months. At the...
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April 22 - News - Comments
Is Artio Global Investors Inc. (NYSE:ART) undervalued? The best stock pickers are getting less bullish. The number of long hedge fund bets stayed the...
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April 5 - News - Comments
Plum Creek Timber Co. Inc. (NYSE:PCL) was in 13 hedge funds’ portfolio at the end of December. PCL has seen a decrease in activity from the world...
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April 3 - News - Comments
SYSCO Corporation (NYSE:SYY) investors should be aware of an increase in hedge fund interest of late. In today’s marketplace, there are a multitude...
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April 2 - News - Comments
CARBO Ceramics Inc. (NYSE:CRR) was in 13 hedge funds’ portfolio at the end of the fourth quarter of 2012. CRR investors should be aware of an increase...
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April 1 - News - Comments
Is Lennox International Inc. (NYSE:LII) a buy, sell, or hold? The smart money is becoming more confident. The number of bullish hedge fund positions advanced...
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March 29 - News - Comments
Colfax Corp (NYSE:CFX) was in 22 hedge funds’ portfolio at the end of December. CFX has experienced a decrease in activity from the world’...
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March 25 - News - Comments
CarMax, Inc (NYSE:KMX) was in 24 hedge funds’ portfolio at the end of the fourth quarter of 2012. KMX investors should pay attention to an increase...
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March 22 - News - Comments
Boring companies can be some of the most exciting investment opportunities. When I say “boring” companies, I mean the types of companies that...
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March 18 - News - Comments
Markel Gayner Asset Management is the investment division subsidiary of Markel Corp. and is headed up by Tom Gayner, who also spends his time as the CIO...
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March 18 - Hedge Funds - Comments
We track insider purchases because we believe they serve as signals that company officers or Board members are confident in the stock’s prospects. This...
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February 19 - Insider Trading - Comments
Markel Corporation (NYSE:MKL) is an insurance company which invests its capital in the financial markets and therefore reports many of its long equity...
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February 13 - Hedge Funds - Comments
According to a filing with the SEC, Rakesh Gangwal, who sits on the Board of Directors at CarMax, Inc (NYSE:KMX), purchased 30,000 shares of the company...
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February 11 - Insider Trading - Comments
Fund analysts are routinely sifting through the less popular, smaller cap stocks that stay out of the public eye, hoping to find arbitrage in these less...
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February 6 - Hedge Funds - Comments
Earlier in January we spoke with Tom Gayner of Markel. Read on for his thoughts on the investment process, what books investors should read, some of...
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January 24 - Hedge Funds - Comments
Financial stocks had a remarkable year in 2012. Based on the Financial Select Sector SPDR (NYSEARCA:XLF), financials were the best performing sector last...
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January 7 - Dividend Stocks - Comments
Marriott International, Inc. (NYSE:MAR) spun out its vacation ownership business a little less than a year ago (in November 2011) and the stock is up...
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October 8 - Stock Analysis - Comments
Tom Gayner has been the president of Market Gayner Asset Management Corporation, a subsidiary to Markel Corp (MKL), since December 1990. He is also currently...
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March 16 - Hedge Funds - Comments
Insider Monkey tracks more than 300 hedge funds and a few mutual funds with stellar reputation. We believe investors can beat the index funds by imitating...
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August 9 - Hedge Funds - Comments
Used-car retailer CarMax (KMX) leads S&P 500 gainers today. KMX increased 8% after reporting strong quarterly results. CarMax earned 55 cents a share...
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June 22 - Hedge Funds - Comments
Markel Corporation (MKL) markets and underwrites specialty insurance products and programs. Tom S. Gayner is its Chief Investment Officer and President...
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May 23 - Hedge Funds - Comments
Bruce Berkowitz launched Fairholme in 1999. It earned him the title of “Stock Manager of the Decade” from Morningstar and is now a $19 Billion mutual...
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February 19 - Hedge Funds - Comments
