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Holdings and activity of leading value funds.

Hedge Fund Links ~ 3/24/17

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Viking Global Adds To Gulfport Energy Stake

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  • Reas Halvorsen's hedge fund firm Viking Global has filed a 13G with the SEC regarding its position in Gulfport Energy.
  • Per the filing, Viking now owns 5.8% of the company with over 9.13 million shares.
  • The filing was made due to activity on March 10th. We've highlighted other recent portfolio activity from Viking Global here.

Eminence Capital Trims Autodesk Position

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  • Ricky Sandler's hedge fund firm Eminence Capital has filed an amended 13D with the SEC regarding its stake in Autodesk.
  • Per the filing, Eminence now owns 3.6% of Autodesk with 8.01 million shares.

What We're Reading ~ 3/23/17

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Pat Dorsey Interview With Young Investors Society

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  • Pat Dorsey was recently interviewed by Young Investors Society.
  • The publisher disabled the ability to embed the video but you can view it here at the Young Investors Society YouTube channel.
  • We also recently posted up Mark Cuban's interview with Young Investors Society as well.

Tiger Global Starts Apollo Global Management Stake

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  • Chase Coleman's hedge fund firm Tiger Global has filed a 13G with the SEC regarding shares of Apollo Global Management.
  • Per the filing, Tiger Global now owns 7% of APO with over 13 million shares.
  • This is a newly disclosed equity position for the firm and the filing was made due to activity on March 8th. We've highlighted other recent portfolio activity from Tiger Global here.

Fairholme Capital Buys More Sears Holdings

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  • Bruce Berkowitz's investment firm Fairholme Capital has filed a Form 4 with the SEC regarding its position in Sears Holdings.
  • Per the filing, Fairholme acquired 222,100 SHLD shares in total across March 15th, 16th, and 17th at prices of $8.75, $8.76, and $8.86.
  • Fairholme now owns over 27.98 million shares.

ValueAct Capital Buys More Valeant Pharmaceuticals

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  • Jeff Ubben's activist firm ValueAct Capital has filed a 13D and Form 4 with the SEC regarding its position in Valeant Pharmaceuticals.
  • Per the 13D, ValueAct now owns 5.2% of the company with over 17.99 million shares.
  • They purchased 3 million shares in total on March 14th, with the bulk of the trade coming at $10.81 per share with some shares coming at $10.88.

Glenn Greenberg's Brave Warrior: Long Financials (CNBC Interview)

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  • Focused on 2-3 years ahead, less concerned about short-term swings or quarterly volatility.
  • "(Interest) rates could go a lot higher, Inflation could go a lot higher.
  • Says Valeant Pharmaceuticals was "Biggest investment mistake over last 30 years" for him.

Paulson & Co Trims Extended Stay America / ESH Hospitality Position

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  • John Paulson's hedge fund firm Paulson & Co filed a 13D with the SEC regarding its position in Extended Stay America.
  • These are paired shares with ESH Hospitality which Paulson also owns and they trimmed that position proportionately as well.
  • Paulson sold some STAY shares on March 10th at $16.70 per a Form 4 filed with the SEC. We previously highlighted that Paulson trimmed this position back in November as well.

Tiger Global Shows Teladoc Position

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  • Chase Coleman's hedge fund firm Tiger Global has filed a 13G with the SEC regarding shares of Teladoc.
  • Per the filing, Tiger Global now owns 9% of TDOC with over 4.89 million shares.
  • This is a newly disclosed position and the filing was made due to activity on March 14th. We recently highlighted another stock Tiger Global has been buying as well.

Third Point Adds To Kadmon Holdings

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  • Per the filing, Third Point bought 1.48 million shares of KDMN on March 13th at $3.36 per share.
  • Included in the transaction were 595,238 warrants to purchase 0.40 shares of common stock each.
  • We've posted other recent portfolio activity from Third Point here.

Fairholme Capital Buys Some Sears Shares

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  • Bruce Berkowitz's investment firm Fairholme Capital has filed a Form 4 with the SEC regarding its position in Sears Holdings.
  • Per the filing, Berkowitz bought 84,200 SHLD shares on March 10th at $8.33 and then bought another 197,700 shares on March 14th at $8.82.
  • Fairholme owns over 27.7 million shares of SHLD and keep in mind they own warrants as well with an expiration of December 15th, 2019 and exercise price of $25.686.

Elon Musk's Recommended Reading List

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  • If you haven't noticed before, on the right sidebar of the website we've catalogued various recommended reading lists from top investors.
  • Here are books Elon Musk has recommended over the years, as well as books he said shaped him into who he is today.
  • If you're looking for more investing-focused books, be sure to check out Charlie Munger's recommended reading list as well as Seth Klarman's favorite books.

Pershing Square Exits Valeant Pharmaceuticals

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