Carl Icahn Goes Activist on Talisman Energy
Carl Icahn, Talisman Energy: In a 13D just filed with the SEC, Carl Icahn has reported a 5.9% stake in Talisman Energy Inc. (USA) (NYSE:TLM).
Author Archive - Jake Mann
Howard Marks Discloses a Giant Stake in Star Bulk Carriers
Oaktree Capial, Star Bulk Carriers: In an amended 13D with the SEC, Howard Marks's Oaktree Capital disclosed a 21.9% stake in Star Bulk Carriers Corp. (NASDAQ:SBLK).
Peter S. Park’s Fund Joins Ken Griffin and Citadel in This Company
Park West Asset Management, Global Brass and Copper: In a 13G just filed with the SEC, Park West Asset Management disclosed ownership of 6.1% of Global Brass and Copper Holdings...
Now We Know Why Julian Robertson Sold Apple Earlier This Year
Julian Robertson, Apple: Here's something you don't see everyday. Hedge fund legend and billionaire Julian Robertson shared his thoughts on Apple Inc.
Kevin Kotler & Broadfin Capital Take a 5.2% Stake in Biodel
Biodel, Broadfin Capital: In a 13G filing reported a few minutes ago, Kevin Kotler's Broadfin Capital disclosed ownership of a 5.2% stake in Biodel Inc (NASDAQ:BIOD), a company...
Fairpointe Capital Makes a Couple Monday Moves
In an amended 13G filing with the SEC, Chicago-based Fairpointe Capital now holds 10.8% of Itron, Inc. (NASDAQ:ITRI), a smart meter manufacturer.
Heartland Advisors Discloses a 1.9% Stake in Lantronix
Heartland Advisors, Lantronix: In an amended 13G filed by Heartland Advisors a few minutes ago, the firm reported ownership of approximately 1.9% of Lantronix Inc (NASDAQ:LTRX...
Heartland Advisors Holds 3.7% of This Med-Tech Company
Heartland Advisors, Accuray: Boutique investment firm Heartland Advisors holds 3.7% of Accuray Incorporated (NASDAQ:ARAY), according to a filing with the SEC.
Fort Dearborn Receives Vote of Confidence From Karpus Management
Fort Dearborn Income Securities, Karpus: In a 13D filing with the SEC just now, the New York-located Karpus Management disclosed a 3.8% stake in Fort Dearborn Income Securities...
Stocks With Heavy Insider Buying Last Week
Insider buying: Most investors misunderstand the term insider trading.
Knight Capital Reports a Small Stake in U.S. Wireless Online
Knight Capital, U.S. Wireless Online: In an amended 13G with the SEC just now, Knight Capital disclosed a small 0.16% stake in U.S. Wireless Online (OTCMKTS:UWRL).
Andrew Feldstein and Stephen Siderow Join a REIT Party
BlueMountain Capital, Chatham Lodging Trust: In a new 13D with the SEC minutes ago, Andrew Feldstein and Stephen Siderow's BlueMountain Capital disclosed a 4.9% stake in hotel...
HG Vora Capital Wants to ‘Enhance Value’ at Chatham Lodging REIT
HG Vora Capital Management, Chatham Lodging: In an amended 13D filing with the SEC this morning, HG Vora Capital Management reported a 4.9% position in Chatham Lodging Trust...
Hedge Fund Week in Review: Activist Action
Here are the eleven most important moves made in the hedge fund world this week.
Bill Ackman reduced his Herbalife short significantly, replacing it with long-term put options.
Dan Loeb ups his activist campaign at Sotheby’s, snatching 9.
Kopp Investment Advisors Ups Stake in Mindspeed Technologies by 20%
Kopp Investment Advisors, Mindspeed Technologies: In an amended 13D just filed with the SEC, the Minneapolis-based Kopp Investment Advisors increased its position in Mindspeed...
Peter Kolchinsky’s Biotech Fund Doubles Achillion Pharmaceuticals Position
RA Capital, Achillion Pharmaceuticals: In a 13G filing with the SEC, Peter Kolchinsky's RA Capital disclosed that it owns nearly 15% of infectious disease-focused biopharma player...
Activist Jana Partners Takes a 13.5% Stake in Outerwall
Jana Partners, Outerwall: Minutes ago, activist Barry Rosenstein's Jana Partners disclosed a 13.5% stake in Outerwall (NASDAQ:OUTR), a filing with the SEC showed.
SC Fundamental Value Calls on Transcept Pharmaceuticals to Remove Four Board Members
SC Fundamental Value, Transcept: Transcept Pharmaceuticals Inc (NASDAQ:TSPT) was given support in the equity portfolio of SC Fundamental Value, a filing with the SEC shows.
St. Denis J. Villere & Company Ups EPIQ Systems Stake to 15.1%
St. Denis J. Villere & Company, EPIQ Systems: A few minutes ago, the New Orleans-based St. Denis J.
Mick McGuire, Marcato Capital Reiterate Massive Sotheby’s Stake Alongside Dan Loeb
Mick McGuire, Marcato Capital: In an amended 13D filing with the SEC a couple minutes ago, hedge fund manager Mick McGuire reported that he still holds a 6.68% stake in Sotheby...
EJF Capital Buys Two Banks: SouthCrest & Tri-County
EJF Capital, Tri County Financial, Southcrest Financial: In two separate 13G filings with the SEC a few minutes ago, Arlington, VA-based EJF Capital reported long positions in...
Warren Buffett Strategy: How to Get ‘Buffett Yield’
Warren Buffett strategy: If his recent impersonation of Breaking Bad’s Heisenberg has shown us anything, it is now clearer than ever that Warren Buffett is one tough dude.
High-Growth Stocks: What Else is Mandel Bullish on Besides Pandora?
High-growth stocks: One of the biggest moves in the hedge fund world this week was Stephen Mandel’s decision to buy a massive stake in Pandora Media Inc (NYSE:P).
How Does George Soros Invest? Here’s How He Plays The Stock Market
How does George Soros invest? Opinions of George Soros vary depending on whom you ask, but there’s no arguing against the Hungarian-American hedge fund manager’s investing...
HealthCor Management Reports a New +5% Stake in Idera Pharmaceuticals
HealthCor Management, Idera Pharmaceuticals: In a 13G with the SEC released this morning, Arthur Cohen and Joseph Healey's HealthCor Management reported a new 5.6% stake in ...
Billionaire Stephen Mandel Just Took a 5.3% Stake in Pandora
Stephen Mandel, Pandora: In a 13G filing, which indicates a passive stake has been taken, made public mere minutes ago, Stephen Mandel's Lone Pine Capital disclosed a 5.3% stake...
Hedge Fund Filings: After-Market 13D Watch
2) James Roumell and Roumell Asset Management, whom we track, owns shares of Transcept Pharmaceuticals Inc (NASDAQ:TSPT).
Firefly Value Partners Owns Over 5% of Comdisco
Firefly Value Partners, Comdisco: In a new passive filing with the SEC, Firefly Value Partners just reported a 5.3% stake in Comdisco Holdings (OTC:CDCO), worth a little over ...
Blackstone Reports $34M Worth of Eastman Kodak Warrants
Eastman Kodak, Blackstone Holdings: In an amended 13D with the SEC a few minutes ago, Blackstone Holdings and the GSO-denominated group of funds disclosed ownership of 8.3 million...
Activist Joseph Stilwell Still Owns Close to 10% of Wolverine Bancorp
Activist Joseph Stilwell, Wolverine Bancorp: Yesterday, we talked about how activist Joseph Stilwell was making moves in one financial holding company, and it appears that this...
Fort Ashford Ups Food Technology Service Stake to 29.7%
Fort Ashford, Food Technology Service: Fort Ashford Holdings invests in the insurance and risk-related businesses, but it also likes to look elsewhere too.
One Koch Brother Is Bullish On Bind Therapeutics
David Koch, Bind Therapeutics: DHK Investments is an investment vehicle associated with David H. Koch, one of the legendary Koch brothers.
Jeremy Green, Redmile Group Drop Cyclacel Pharmaceuticals Like It’s Hot
Jeremy Green, Redmile Group: In a passive 13G filing with the SEC just now, the San Francisco-based Redmile Group, managed by Jeremy Green, has closed out its position in Cyclacel...
Bill Ackman’s Latest Herbalife Move Doesn’t Make Any Sense: Wall Street Pro
D.A. Davidson analyst, Herbalife, Bill Ackman: About an hour ago, MarketWatch's the Tell reported that D.A.
Lord, Abbett & Co Downsize URS Corp Stake
Lord, Abbett & Co: In a 13G filing with the SEC, investment manager Lord, Abbett & Co just reported a 4.5% stake in URS Corp (NYSE:URS), down by about one-fourth from its previous...
Tredegar Poison Pill Scenario Weighed By GAMCO Investors & Mario Gabelli
Tredegar poison pill: In an amended 13D with the SEC, Mario Gabelli's GAMCO Investors just reported an 11.8% position in Tredegar Corporation (NYSE:TG).
TAL Education: Tiger Global Trims a Long-Term Favorite
Tiger Global, TAL: In an amended 13D with the SEC, the mega-hedge fund Tiger Global just reported a 14.8% stake in TAL Education Group (ADR) (NYSE:XRS), down from the 16.5% ...
Pershing Square 2013 Q3 Investor Letter
Pershing Square 2013 Q3 Investor Letter: Bill Ackman and Pershing Square's third quarter letter is out, and here it is in all its glory (you can download it by clicking the link...
Billionaire Ken Griffin Just Took a Big Stake in Global Brass and Copper
Citadel, Global Brass and Copper: In a passive 13G filing with the SEC minutes ago, Ken Griffin's Citadel Advisors reported a new 5.8% stake in Global Brass and Copper Holdings...
Mill Road Capital Reiterates Desire to Acquire R.G. Barry in Letter to Board
Mill Road Capital, R.G. Barry: In an amended 13D filing released this morning, Thomas E.
Private Equity Firm Weston Hill Adds to its Pacific Airport Position
Weston Hill Equity Holdings, Pacific Airport: In an amended 13D filing this morning, Weston Hill, a Canadian private equity firm, reported a 6.4% stake in Pacific Airport (NYSE...
BlueMountain Capital Takes Some Profits at High-Flying Radio One
BlueMountain Capital, Radio One: In an amended 13G filing with the SEC, Andrew Feldstein and Stephen Siderow's BlueMountain Capital have just reported a 4.2% passive stake in...
Clinton Group Still Bullish on Community Financial
Clinton Group, Community Financial: In an amended 13D filing with the SEC a few minutes ago, Clinton Group reported a 9.9% stake in Community Financial Shares Inc (OTCMKTS...
InterInvest’s Stake in Plug Power Just Fell Below 5%
InterInvest, Plug Power: In a 13D filing with the SEC a few minutes ago, money management firm InterInvest Corp reported dropped its stake in Plug Power (NASDAQ:PLUG) from 6.17...
Billionaire Peter Kellogg Is ‘Concerned’ With MFC Industrial’s Corporate Governance
Peter Kellogg has a net worth north of $2 billion according to most estimates, and he has been the largest shareholder in a range of publicly tradable companies over the years...
Billionaire Mario Gabelli’s Apple Warning
Here at Insider Monkey, we try to give you all investors' opinions on Apple Inc. (NADSAQ:AAPL).
David Einhorn Still Thinks His Green Mountain Short Can ‘Pan Out’
Hedge fund manager David Einhorn was on Bloomberg TV earlier today, and he was talking about everything from the U.S. economy to some of his most widely covered positions.
Activist Joseph Stilwell Lowers FedFirst Financial Stake to 9.4%
In an amended 13D filing issued mere minutes ago, famed activist investor Joseph Stilwell and Stilwell Value Partners reported a 9.4% stake in bank holding company FedFirst Financial...
HealthCor Management Now Holds 21.6% of CareView Communications
HealthCor Management, CareView Communications: In an amended 13D filing with the SEC a few minutes ago, New York-located HealthCor Management reported ownership of 21.6% of Careview...
4 Stocks With Dividend Yields Over 5% Ben Graham Would Love
You’ve heard the phrase a million times already, but we’re going to make it a million and one: Ben Graham is the father of value investing.
