Funds

Holdings and activity of leading value funds.

Chuck Akre at Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Chuck Akre of Akre Capital Management who presented four case studies.

Chuck Akre's Sohn Canada Presentation

He presented four case studies of companies who have a successful capital...

Jody Lanasa's 2 Investment Ideas at Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Jody Lanasa of Serengeti Asset Management who pitched long Fortress Investment Group (FIG) as well as long Kodak.

Jody Lanasa's Sohn Canada Presentation

$1.6B in assets, utilizes an...

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Shawn Foley's 2 Stock Picks at Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Shawn Foley of Avenue Capital Group who pitched long YRC Worldwide (YRCW) and long Meritor (MTOR).

Shawn Foley's Sohn Canada Presentation

Manages the Avenue Capital US Strategy,...

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Michael Thompson's Presentation on Golar LNG: Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Michael Thompson of BHR Capital who pitched Golar LNG (GLNG) as a long.

Michael Thompson's Sohn Canada Presentation

Pitched LONG Golar LNG (GLNG). Has an upstream, midstream and...

Evan Vanderveer Long Keck Seng Investments & Fleetwood Corp at Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Evan Vanderveer of Vanshap Capital who pitched a long of Keck Seng Investments and long Fleetwood Corp.

Evan Vanderveer's Sohn Canada Presentation

Co-runs $45m AUM with a focus on...

Jacob Doft's Presentation on Intercontinental Exchange: Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Jacob Doft of Highline Capital who pitched long Intercontinental Exchange (ICE).

Jacob Doft's Sohn Canada Presentation

Runs a $2.5B firm with an equity L/S mandate. Started the firm...

Steven Shapiro Long Co-operative Bank at Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Steven Shapiro of Goldentree who pitched long Co-operative Bank in London (LON:CPBB)

Steven Shapiro's Sohn Canada Presentation

Pitched LONG Co-operative Bank, trades in London. It’s...

Jeff Hales' Presentation on Corby Spirit & Wine: Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Jeff Hales of Alignvest Capital who pitched long Corby Spirit & Wine.

Jeff Hales' Sohn Canada Presentation

Co-runs a Long Short equity strategy with a focus in Canada. Mentioned...

Brian Zied Long Outerwall Presentation: Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Brian Zied of Charter Bridge Capital who pitched long Outerwall (OUTR).

Brian Zied's Sohn Canada Presentation

Runs a L/S Equity Strategy with a focus on consumer. Presented three...

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Jeff Smith Long Yahoo & MeadWestvaco at Capitalize For Kids Sohn Canada Conference

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Jeff Smith of Starboard Value who talked about various investments including Darden, Yahoo, and MeadWestvaco.

Jeff Smith's Sohn Canada Presentation

Spoke about being in the news with...

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Guy Gottfried's Presentation on Tree Island Steel & TerraVest: Capitalize For Kids Sohn Canada

(via www.marketfolly.com)

We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place.  Next up is Guy Gottfried of Rational Investment Group who pitched longs of Tree Island Steel and TeraVest Capital.

Guy Gottfried's Sohn Canada Presentation

Pitched LONG Tree Island Steel. They...

Viking Global Boosts Pioneer Natural Resources Position

(via www.marketfolly.com)

Andreas Halvorsen's hedge fund firm Viking Global has filed a 13G with the SEC regarding its position in Pioneer Natural Resources (PXD).  Per the filing, Viking has disclosed they now own 4.7% of the company with over 6.73 million shares.

This marks an increase of over 2.66 million shares in...

12 West Capital Discloses RetailMeNot Stake

(via www.marketfolly.com)

Joel Ramin's hedge fund firm 12 West Capital has filed a 13G with the SEC regarding shares of RetailMeNot (SALE).  Per the filing, 12 West now owns 5.3% of the company with over 2.87 million shares.

This is a newly disclosed position for the firm and the filing was required due to activity on...

Sachem Head Capital Files 13D on CDK Global

(via www.marketfolly.com)

Scott Ferguson's activist hedge fund Sachem Head Capital has filed a 13D with the SEC regarding shares of CDK Global (CDK).  Per the filing, Sachem Head now owns 7.88% of CDK with over 12.64 million shares.  Their position includes over 4.94 notional shares underlying total return...

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Wally Weitz Interview: Columbia Business School's Graham & Doddsville

(via www.marketfolly.com)

Columbia Business School is out with the Fall 2014 edition of their investment newsletter: Graham & Doddsville.  In it, they interview Wally Weitz of Weitz Investment Management, Guy Gottfried of Rational Investment Group, as well as the gentlemen from Development Capital...