Hedge Fund Manager Boykin Curry’s Top Stock Picks
Ravenel Boykin Curry III founded Eagle Capital Management in 1988.
Posts Tagged ‘Mason Hawkins Southeastern Asset Management’
Healthcare Investor Sam Isaly’s Top Stock Picks Include Pfizer
Sam Isaly’s Orbimed Advisors is a large health care fund investing in companies at various stages from venture capital to the public markets.
Wintergreen Advisors’ Top Stock Picks Include Altria Group
It’s supposed to be hard to find good companies with excellent management teams selling at cheap prices, and David Winters of Wintergreen Advisors has a history of dealing with...
Chesapeake Energy Corporation (CHK), FedEx Among Mason Hawkins’ Favorite Stocks
Mason Hawkins founded Southeastern Asset Management in 1975 and tends to invest for the long-term, not worried by the interim ups and downs of the markets.
Wal-Mart, DirecTV, and More: Warren Buffett’s Favorite Services Stocks
Warren Buffett’s Berkshire Hathaway filed its 13F for the third quarter of the year in November, disclosing many of its long equity positions from the end of September.
Vulcan (VMC): Mason Hawkins Is Getting Out Of This Materials Company
Vulcan Materials Company (NYSE:VMC) saw Mason Hawkins of Southeastern Asset Management unload some of his shares per a 13D filing with the SEC last week.
Was Einhorn Wrong or Early on Martin Marietta Materials?
Billionaire David Einhorn of Greenlight Capital is closely followed, possibly most closely when he gives public presentations at investor conferences.
It’s More Insurance, Energy, and Hotels for This Loews Insider
According to a filing with the SEC, a member of the Board of Directors at Loews Corporation (NYSE:L) purchased 5,000 shares of the company’s stock on November 29th at an average...
Marcato Capital Goes For Some Applebee’s With DineEquity
At the end of September, Marcato Capital had owned about 770,000 shares of DineEquity Inc (NYSE:DIN), a $1.2 billion market cap restaurant company which owns the Applebee’s ...
Southeastern Asset Management Dumps Some Cement
Southeastern Asset Management, which has been one of the major investors in cement company CEMEX SAB de CV (NYSE:CX), has recently filed with the SEC to disclose that it owns ...
First Pacific Advisors’ Top Stock Picks
First Pacific Advisors, a large investment fund managed by Robert Rodriguez and Steven Romick, recently filed its 13F with the SEC.
Will Leia Make a Good Disney Princess?
On October 30th The Walt Disney Company (NYSE:DIS) announced a $4.1 billion acquisition of Lucasfilm Ltd., the George Lucas-owned studio which owns the Star Wars franchise and...
Greenhaven Associates’ Top Stock Picks
Greenhaven Associates, a large hedge fund, is managed by value investor Edgar Wachenheim.
Starboard Value Continues to Buy Office Depot in Bulk
Last week Office Depot Inc. (NYSE:ODP) saw one of its largest shareholders increase its stake to over 15%.
Is Chesapeake Energy a Good Stock to Buy?
We admit that Chesapeake Energy Corporation (NYSE:CHK) has its problems, and that you probably should not buy the company for its dividend, but if it is good enough for Mason ...
Cemex Cracks $10 Billion
Cemex SAB de CV (NYSE:CX) is up today on good payroll numbers, along with positive news regarding the cement and concrete company’s new notes.
Insider Trading Report: Chesapeake Energy (CHK)
Empirical studies have proven that investors who mimic or "monkey," insider trading sentiment can beat the market by an average of 7 percentage points a year.
Vodafone vs. PayPal: Who Will Win the Battle for Mobile Payments?
As the battle for mobile payments heats up, which companies are hedge fund managers betting on? The revolution that is turning your mobile phone into a wallet and payment device...
Carl Icahn, Mason Hawkins Still Love Chesapeake Energy
Chesapeake Energy Corporation (NYSE:CHK) has been digging itself out of a proverbial hole that CEO Aubrey McClendon led the company into.
Mason Hawkins is Doubling Down on This Hotel Company
Southeastern Asset Management, a Tennessee-based investment management firm ran by Mason Hawkins, has doubled its position in InterContinental Hotels Group PLC (NYSE:IHG).
Warren Buffett News: Warren Buffett Reloads The Elephant Gun
Warren Buffett may well be loading Berkshire Hathaway’s (NYSE: BRK-A, BRK-B) "elephant gun".
Hedge Funds Are Buying and Selling These Stocks Recently
13D and 13G filings with the SEC allow observers and individual investors to track large positions being taken by hedge funds, including some of the best known and most successful...
How Carl Icahn and Mason Hawkins are Strengthening Their Grip on Chesapeake
Chesapeake Energy Corporation appointed Archie W. Dunham, former Chairman of ConocoPhillips, as its Independent Non-Executive Chairman. Aubrey K.
Hedge Fund News: Klarman, Buffett, Rogers, Lampert, Ackman…
Seth Klarman’s classic Margin of Safety is the most concise introductory value investing book you can find. Or not find. It is famously rare.
Mason Hawkins’ Top 5 Stock Picks
Mason Hawkins’ Southeastern Asset Management just released its 2011 year-end investor letter.
Mason Hawkins Southeastern Asset Management Year-End Investor Letter
Mason Hawkins’ Southeastern Asset Management (www.southeasternasset.com) delivered its 2011 year-end investor letter.
Mason Hawkins’ Southeastern Asset Ups Stake in Saks $SKS to 11.1%
The fund had initiated a new 13.61 million share position in the company during the third quarter, a holding valued at $119.11 million at the end of September, but it appears ...
Paulson Apologizes, Capital One Axes Hedge Fund, Hawkins Ups $TXI
Hedge fund legend John Paulson apologized to investors for what he is calling a year that has been “the worst in the firm’s 17 year history.” “We are disappointed and...
Mason Hawkins’ Southeastern Asset Management Raised Stake in Texas Industries
Mason Hawkins’ Southeastern Asset Management increased its activist stake in Texas Industries Inc. (TXI) to 29.3%.
Insider Trading: Steven A. Markel Bought $MKL
Steven A. Markel recently bought 12,500 shares in Markel Corp (MKL). Steven A. Markel is the vice chairman and director in Markel Corp. According to the Form 4 filing, Mr.
Hedge Funds Lose Big on Dillards $DDS, Low Retail Margin Reports
Dillard's Inc (DDS) fell over 13% in trading on Friday after its retail gross margin fell short of analyst estimates.
Citrone Ups $PANL, Cohen Likes $GNC, Brown $PRS, Hawkins $KWK
Rob Citrone’s Discovery Capital filed Form 4s for its recent insider purchases in Universal Display Corp \PA\ (PANL).
Mason Hawkins’ Southeastern Asset Management Reports 10.3% Passive Stake in Quicksilver
Mason Hawkins’ Southeastern Asset Management files on November 10th that the firm now takes 17.56 million shares in Quicksilver Resources Inc.
Mason Hawkins’ Southeastern Asset Management Announced New Position in $IHG
Mason Hawkins’ Southeastern Asset Management announced a new passive position of 32.19 million shares in InterContinental Hotels Group PLC (IHG).
Are These Hedge Funds Behind Yesterday’s Market Crash?
Yesterday's market crash was huge. We wondered which hedge fund managers are behind this crash and estimated each hedge fund's losses.
9 Hedge Funds Lost $300 Million in News Corp Scandal
News Corp shares lost $2.78 during the past 5 trading days. Today, NWSA is up more than 5% so far.
11 Energy Companies Hedge Funds Are Buying Like Crazy
Insider Monkey follows hedge fund managers because they're the smartest investors around. They leave less to chance than most investors.
Steve Eisman Recommends Aon and Marsh&McLennan
Steve Eisman recommended Aon (AON) and Marsh & McLennan (MMC) at the Ira Sohn Conference today.
John Griffin Takes His Level 3 Communications Investment to Another Level
John Griffin's Blue Ridge Capital had 18 Million shares of Level 3 (LVLT) at the end of March.
