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Funds

Holdings and activity of leading value funds.

Hedge Fund Links ~ 5/27/16

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  • The 2016 rich list of the world's top earning hedge fund managers [ii alpha].
  • Calling the bottom for the hedge fund industry [CNBC].
  • One hedge fund goes against industry titans on big China banks [Bloomberg].

What We're Reading ~ 5/25/16

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  • Why active management fell off a cliff - perhaps permanently.
  • The story of Facebook's biggest setback in India.
  • The battle between startups & incumbents: distribution vs innovation.

Berkshire Hathaway Acquires More Phillips 66

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  • Per the filing, Berkshire was out buying PSX shares on May 19th, 20th, and 23rd. They purchased 824,630 shares in total at weighted average prices ranging from $76.70 to $78.63.
  • They now own over 76.37 million Phillips 66 shares.
  • We've previously highlighted how Buffett has been buying PSX across multiple quarters now.

JANA Partners Reduces Walgreens Boots Alliance Position

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  • Per the filing, JANA sold 6 million shares on May 16th at $77.29.
  • JANA still owns over 4.57 million shares of WBA. This was previously their second largest position.
  • They originally acquired shares in the third quarter of 2013.

Trian Fund Buys More Bank of New York Mellon

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  • Nelson Peltz's activist firm Trian Fund Management has filed a Form 4 with the SEC regarding its stake in Bank of New York Mellon.
  • Per the filing, Trian acquired 20,700 shares of BK on May 16th at a weighted average price of $39.6531.
  • They now own over 31.84 million shares of BK. As we've previously highlighted, Trian was buying BK around these levels last year as well.

Capitalize For Kids Investors Conference 2016

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  • More than 20 world-renowned money managers will be presenting their highest conviction ideas in front of 400 of the most prominent family offices, pension plans, and institutional investors in North America.
  • All proceeds are allocated to help solve the toughest challenges in children's brain and mental health.
  • You can find out more and register at: https://capitalizeforkids.org/.

Hound Partners Files 13G on Infoblox

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  • Jonathan Auerbach's hedge fund firm Hound Partners has filed a 13G with the SEC regarding shares of Infoblox.
  • Per the filing, Hound now owns 6.2% of the company with over 3.6 million shares.
  • This is an increase over the 1.93 million shares Hound owned at the end of the first quarter, when they first showed a new long position in the name.

Steadfast Capital Files 13G on Windstream

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  • Robert Pitts Jr.'s hedge fund firm Steadfast Capital has filed a 13G on Windstream.
  • Per the filing, Steadfast nows 5.1% of WIN with over 4.92 million shares.
  • The filing was made due to activity on May 9th and this is a newly disclosed long.

New Q1 2016 Hedge Fund Wisdom Issue Released Today

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  • The new Q1 2016 issue of our Hedge Fund Wisdom newsletter is now available.
  • Equity analysis of 2 stocks hedge funds have been buying: Find out why.
  • New consensus buy/sell lists: See the most popular stocks among hedge funds.

Charlie Munger's Recommended Reading List

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  • If you haven't noticed before, we've compiled a list of books recommended by top investors like Seth Klarman, Warren Buffett and many others on the right sidebar of the website.
  • Barbarians at the Gate: The Fall of RJR Nabisco by Bryan Burrough & John Helyar"One of the finest, most compelling accounts of what happened to corporate America and Wall Street in the 1980's" ~ New York Times Book Review.
  • If you still want even more reading material, head to Seth Klarman's favorite books and Warren Buffett's recommended reading list.

Mauboussin's Talk at Google: The Success Equation: Untangling Skill & Luck

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Jason Zweig's Talk at Google: The Intelligent Investor & The Devil's Financial Dictionary

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SALT Conference Notes 2016: Griffin, Cooperman, Burbank, Chanos & More

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  • One interesting quote: "Who is the number five manufacturer of personal computers? Who cares? We're in a more and more winner take all world."
  • Notes the parts of the company are worth more than where its trading.
  • For other recent hedge fund manager thoughts, head to our notes from Sohn Conference New York 2016.

Howard Marks' Talk at Google: The Most Important Thing

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  • These typically feature authors of well known investment books.
  • His thoughts are widely read as they constantly feature enlightenment on various investing topics.
  • He is known for his belief of investing as part psychology and part finance.

Kerrisdale Capital's Short Thesis on Dish Network: Calling Charlie's Bluff

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  • Sahm Adrangi's hedge fund Kerrisdale Capital recently raised $100 million to short 1 stock.
  • The title refers to DISH CEO Charlie Ergen, a noted poker player.
  • Combine this with DISH's core TV product that is in decline, and Kerrisdale thinks that DISH shares can trade between 58-80% lower.

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