Can Billionaire John Griffin’s Small-Cap Picks Beat the Market?
Today, we decided to analyze the profitability of the small-cap equity holdings of billionaire John Griffin's $13.8 billion Blue Ridge Capital.
Author Archive - Usman Rafi
Does Adage Capital’s New Move in Slumping Anixter International Inc. (AXE) Signal Turnaround Potential?
Phil Gross (pictured) and Robert Atchinson's Adage Capital Management recently boosted its stake in Anixter International Inc.
Mark Rachesky Keeps Buying Navistar International Corp (NAV) Following Dip; Should Others Follow Suit?
After increasing its stake in Navistar International Corp (NYSE:NAV) just a few days ago, Mark Rachesky's MHR Fund Management has further inched up its holding in the company ...
Coliseum Capital Takes Some Profit From Its LHC Group, Inc. (LHCG) Holding; More On The Way?
In a recent 13D filing with the Securities and Exchange Commission, it was disclosed that Christopher Shackelton and Adam Gray's Coliseum Capital has trimmed its stake in LHC...
Billionaire Mason Hawkins Can’t Get Enough Of These Two Stocks
According to two recent filings with the SEC, Mason Hawkins' Southeastern Asset Management has significantly added to its stakes in Triangle Petroleum Corporation (NYSEMKT:TPLM...
Pleasant Lake Keeps Buying As Magnachip Semiconductor Corp (MX) Keeps Rising
According to a recent 13D filing with the Securities and Exchange Commission, Jonathan Lennon's Pleasant Lake Partners has increased its activist stake in Magnachip Semiconductor...
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...
Osmium Partners Staunchly Believes in Demand Media Inc (DMD)’s Turnaround
In a recent filing with the Securities and Exchange Commission, John H. Lewis' Osmium Partners disclosed a significant increase in its holding of Demand Media Inc (NYSE:DMD).
Sprott Asset Management Betting Heavily on Aemetis Inc (AMTX)’s Turnaround
Eric Sprott's Sprott Asset Management has initiated a new position in Aemetis Inc (NASDAQ:AMTX) according to a recent 13G filling with the Securities and Exchange Commission.
Anchorage Capital’s Plan To Further Slash Its Central Pacific Financial Corp. (CPF) Stake
According to a recent filing with the Securities and Exchange Commission, Kevin Michael Ulrich (pictured) and Anthony Davis' Anchorage Capital has entered into an underwriting...
Penn Virginia Corporation (PVA), Kirkland’s, Inc. (KIRK) Among Nokomis Capital’s Top Stock Picks
Brett Hendrickson launched his fund Nokomis Capital in the midst of the financial crises in 2008 with $4 million in capital. The Dallas-based fund gets its name from a lake and...
Billionaire George Soros Loading Up On MaxLinear, Inc. (MXL) As Stock’s Rally Continues
George Soros, the veteran billionaire investor who is widely known as 'the man who broke the bank of England' has dramatically increased his fund, Soros Fund Management's stake...
RIMA Senvest Loads Up Its Cannon With Marrone Bio Innovations Inc (MBII) As It Takes Aim At Big Returns
Richard Mashaal's RIMA Senvest Management is one-of-a-kind hedge fund that is not afraid to go against the consensus opinion and employ contrarian investment strategies on companies...
Bulldog Investors Digs Its Teeth Into Yet Another Closed-End Fund
Phillip Goldstein (pictured), Andrew Dakos and Steven Samuel's Bulldog Investors has initiated an activist stake in Full Circle Capital Corp (NASDAQ:FULL) consisting of 1.32...
Christian Leone Cashing In On CONN’S, Inc. (CONN)’s Success
According to a 13D form recently filed with the Securities and Exchange Commission, Christian Leone's Luxor Capital trimmed its stake in CONN'S, Inc.
Ruckus Wireless Inc (RKUS): When Ken Griffin Buys 5.4% of a Company, You Better Pay Attention
Self-made billionaire Ken Griffin of Citadel Investment Group has significantly increased his stake in Ruckus Wireless Inc (NYSE:RKUS) according to a recent 13G form filed ...
Crispin Odey Is Running Away From Mortgage-Related Businesses (Or At Least, Jogging Away)
Crispin Odey's London-based fund Odey Asset Management was founded in 1991 and counts George Soros as one of its original backers.
Armistice Capital Raising the Stakes Against Spectrum Pharmaceuticals, Inc. (SPPI) In Its First Activist Campaign
Steven Boyd's Armistice Capital has further increased its activist stake in Spectrum Pharmaceuticals, Inc.
Activist Rehan Jaffer Flying High With His Small-Cap Picks Like Six Flags Entertainment Corp (SIX)
The unheralded activist hedge fund manager Rehan Jaffer can boast 30% annualized returns for his fund H Partners Management, which was established about a decade ago. After...
Lansdowne Partners Concentrates On Finance and Footy With Its Top Small-Cap Picks
Small-cap stocks provide investors with an opportunity to take advantage of market inefficiencies as these companies are relatively under-researched as compared with their larger...
Crosslink Capital Continues To Shed Large Stake in Pandora Media Inc (P)
According to a Form 4 filed with the Securities and Exchange Commission this week, Seymour Sy Kayfman and Michael Stark's Crosslink Capital disposed of 250,000 shares of Pandora...
Tiger Global Management Takes Big Stake in Ehi Car Services Ltd (ADR) (EHIC) As Chinese Company Preps for Expansion
Chase Coleman's Tiger Global Management initiated a position in Ehi Car Services Ltd (ADR) (NYSE:EHIC) of some 9.4 million shares through its affiliated funds, according to a...
Billionaire Larry Robbins Picks Up a Million Shares of Manitowoc Company Inc (MTW), Goes Activist
Larry Robbins' Glenview Capital has added 1.0 million shares to its Manitowoc Company Inc (NYSE:MTW) holding, according to a 13D filing this week.
Steve Cohen Makes Big Purchases in Renewable Energy Group Inc (REGI) and NxStage Medical, Inc. (NXTM)
Steve Cohen's Point72 Asset Management has loaded up on significant amounts of Renewable Energy Group Inc (NASDAQ:REGI) and NxStage Medical, Inc.
Activist Keith Meister’s New Additions to His Fund’s Portfolio Include Yum! Brands, Inc. (YUM), MGM Resorts International (MGM)
Activist investing seems to be in vogue nowadays.
Microsoft Corporation (MSFT) and Motorola Solutions Inc (MSI) Among Eric Mindich’s New Bets
Eric Mindich is one investor who is not shy about taking initiatives and who has impressed the investment community from a very early age.
Billionaires Citrone, Simons Buy Stakes in Amazon.com, Inc. (AMZN), Facebook Inc (FB), and Priceline Group Inc (PCLN)
Billionaires Rob Citrone and Jim Simons are in harmony as far as the future prospects of Amazon.com, Inc.
David Tepper’s Top Small-Cap Picks Stay Restricted to Industrials and Basic Materials
The renowned billionaire hedge fund manager and philanthropist David Tepper's Appaloosa Management LP has a diversified equity portfolio and also holds a number of positions...
Billionaires Seeing Gold in Their Top Mining Stocks
A downturn in the resources industry has made the current economic climate particularly hard for mining companies.
Billionaire John Paulson Standing Pat With His Top Small-Cap Picks
At Insider Monkey we have been touting the advantages of investing in the top small-cap picks of prominent hedge funds since our inception.
Google Inc (GOOGL) and eBay Inc (EBAY) Among Billionaires Top Picks Heading Into Q2
At Insider Monkey we track billionaires to unveil where the big money is heading. These skilled money managers didn't get to be where they are purely out of chance.
Billionaires Betting on the Power of These Three Utilities Stocks
The utilities sector has inched up by merely 0.33% year-to-date compared to the SPDR S&P 500 ETF (SPY)'s gains of 2.5% during the same period.
Mondelez International Inc (MDLZ), PepsiCo, Inc. (PEP) ~ Billionaires Are Eating Up These Food Stocks
While uncertainty surrounds the timing of when The Fed will increase interest rates, there is little uncertainty about the effect that decision will have on the upward march of...
Yum! Brands, Inc. (YUM) and Jack in the Box Inc. (JACK) Among Hedge Funds’ Top Restaurant Picks On Fire
The restaurant industry is up by 12.48% year-to-date. In comparison SPDR S&P 500 ETF (SPY) has merely returned 2.73% during the same period.
Hedge Funds Pulling Back From The Mining Industry ~ See Their Top Picks
The Basic Materials sector has gained 10.69% so far this year. However, the mining industry seems to be treading a different line.
Most Popular Utilities Sector Stocks Among Hedge Funds ~ Williams Companies Inc (WMB), Verizon Communications Inc. (VZ), Equinix Inc (EQIX)
The Utilities sector has only gained 0.33% year-to-date according to Morningstar data, as compared to SPDR S&P 500 ETF (SPY)'s 3.63% appreciation during the same period.
Most Popular Energy Stocks Among Hedge Funds ~ Sunedison Inc (SUNE), Cheniere Energy, Inc. (LNG), More
As oil prices are looking to rebound, the energy sector has been able to garner the support of more money managers.
Billionaire Dan Loeb Slightly Shuffles Third Point’s Top Picks, Selling Off Large Alibaba Group Holding Ltd (BABA) Stake
Famous billionaire activist hedge-fund manager Dan Loeb of Third Point is renowned for the bombshells that he drops on the management of his target companies in the form of letters...
Billionaire Lee Cooperman Unveils His Top Picks For The First Quarter
Billionaire Leon Cooperman's Omega Advisors recently filed its 13F form for the first quarter.
Alibaba Group Holding Ltd (BABA), Facebook Inc (FB) Among Billionaire John Griffin’s Top Technology Picks
Billionaire John Griffin's $13.8 billion fund, Blue Ridge Capital, recently filed its 13F form for the first quarter, disclosing its long positions in U.S-traded equities as of...
Jeffrey Ubben Has a Surprise Entry Among His Top Stock Picks
It is not every quarter that you get to spot drastic changes in the equity portfolio of Jeffrey Ubben's ValueAct Capital.
Yahoo! Inc. (YHOO), eBay Inc (EBAY), Twitter Inc (TWTR): OZ Management Bulks Up Its Bets on Technology
Daniel S. Och's $67.1 billion hedge fund, OZ Management, recently filed its 13F form with the SEC for the reporting period of March 31.
BlackBerry Ltd (BBRY), International Business Machines Corp. (IBM): Prem Watsa Still Bullish on Struggling Value Investments
Prem Watsa's Fairfax Financial Holdings recently filed its 13F form with the SEC for the reporting period of March 31.
Hanesbrands Inc. (HBI), Nike Inc (NKE): Scopus Asset Management Betting on Consumer Discretionary Stocks
The consumer discretionary sector represented about 53% of the equity portfolio investments of Alexander Mitchell's Scopus Asset Management as of the end of March according to...
Amazon.com, Inc. (AMZN), Facebook Inc (FB): Top New Buys of Billionaire Jim Simons’ RenTech
Jim Simons' Renaissance Technologies is not just another hedge fund. The fund charges a fixed fee of 5% and a performance fee of between 36% and 44%.
Apple Inc. (AAPL) and Visa Inc (V) Among Top Bets of Madison Street Partners
Steven Owsley's Madison Street Partners recently disclosed its equity portfolio as of the end of March in a filing with the SEC.
Dreamworks Animation Skg Inc (DWA) and International Business Machines Corp. (IBM) Among Top New Holdings of Cove Street Capital
With $952 million worth of assets under management and 11 employees on its payroll, Jeffrey Bronchick's Cove Street Capital might not rub shoulders with its larger counterparts...
Sunedison Inc (SUNE), TerraForm Power Inc (TERP), More: Lorem Ipsum Management Betting on Alternative Energy (and Winning)
John Segrich and Michael Molnar's Manhattan, New York-based hedge fund, Lorem Ipsum Management recently filed its 13F form with the SEC for the reporting period of March 31.
Churchill Downs, Inc. (CHDN), Zebra Technologies Corp. (ZBRA): Clovis Capital’s Top Q2 Picks Coming Off Big Q1
Scott Scher and Michael Prober's Clovis Capital Management has joined the ranks of hedge funds which have disclosed their equity portfolios for the reporting period of March...
David Lamond’s Top Healthcare and Technology Stock Picks
Founded in 2011, David Lamond's Lamond Capital Partners filed its first 13F form in 2012, when it held nearly $110 million in assets under management.
