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Funds

Holdings and activity of leading value funds.

Trian Fund Takes Activist Pentair Stake

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  • Nelson Peltz's activist firm Trian Fund Management has filed a 13D with the SEC regarding shares of Pentair.
  • Per the filing, Trian now owns 7.24% of the company with over 13 million shares.
  • Trian wants Pentair to expand via acquisitions and the Wall Street Journal has more color on their thinking here.

Bruce Richards' Wall Street Week Interview on Credit, Greece & More

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  • Anthony Scaramucci and Gary Kaminsky's Wall Street Week has continued its streak of impressive guests and this week interviewed Bruce Richards of Marathon Asset Management.
  • Richards also talked about position sizing, noting that 5% is their max, as they favor diversification and typically build 1-2% position sizes.
  • For more great interviews, head to Carl Icahn on Wall Street Week as well as Jim Chanos on Wall Street Week.

Glenview Capital Adds To Tenet Healthcare Position

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  • Larry Robbins' hedge fund firm Glenview Capital has filed a Form 4 with the SEC regarding its stake in Tenet Healthcare.
  • Per the filing, Glenview now owns over 14.79 million shares.
  • Per Google Finance, Tenet Healthcare is "a healthcare services company. The Company operates regionally focused, integrated healthcare delivery networks in large urban and suburban markets."

Three Bays Capital Increases Cypress Semiconductor Stake

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  • Matthew Sidman's hedge fund firm Three Bays Capital has filed a 13G with the SEC regarding shares of Cypress Semiconductor.
  • Per the filing, Three Bays now owns 5.6% of the company with 18.49 million shares.
  • Sidman founded Three Bays after previously working at Highfields Capital.

Blue Ridge Capital Discloses Fitbit Stake

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  • John Griffin's hedge fund firm Blue Ridge Capital has filed a 13G with the SEC regarding shares of Fitbit.
  • Per the filing, Blue Ridge owns 8.32% of the company with 3.5 million shares.
  • This is a newly disclosed position for the firm as Fitbit recently completed its initial public offering.

Viking Global Increases Esperion Therapeutics Stake

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Glenview Capital Ramps Up Manpower Group Exposure

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Plymouth Lane Capital Goes Activist on Martha Stewart Living Omnimedia

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  • Jonathan Salinas' hedge fund firm Plymouth Lane Capital has filed a 13D with the SEC regarding Martha Stewart Living Omnimedia.
  • Per the filing, Plymouth Lane now owns 10.9% of the company with over 3.55 million shares.
  • Prior to founding Plymouth Lane, Jon Salinas worked at Marble Arch Investments and earned his MBA from Columbia Business School.

Hedge Fund Links ~ 6/29/15

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  • The content provided within this blog is property of Market Folly and any views or opinions expressed herein are those solely of market folly and do not represent that of any firm or institution.
  • Market Folly is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • Market Folly is not responsible for any 3rd party links or content.

What We're Reading ~ 6/24/15

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  • Sketching out the internet of things trendline [Brookings].
  • Cheap energy poised to shake up pipeline industry [WSJ].
  • Union Pacific: the railroad with better profit margins than Google [Fortune].

Lee Cooperman Dumps Sandridge Energy Position

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  • Omega Advisors' Lee Cooperman has filed a 13G with the SEC regarding shares of Sandridge Energy.
  • Per the filing, Cooperman no longer owns a stake in the company.
  • The filing was made due to activity on June 19th. At the end of the first quarter, Cooperman previously owned over 24.3 million shares of SD. Sandridge shares have collapsed even further since the first quarter and now Cooperman has exited the name entirely.

Carl Icahn Exits Netflix, Bearish on High Yield Bonds, Still Likes Apple

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  • Icahn noted his bearishness on the high yield bond market.
  • He's concerned about the markets in general.
  • He tweeted: "I believe the market is extremely overheated - especially high yield bonds. If more respected investors had warned about the market in '07, we might have avoided the crisis in '08.".

Trian Fund Trims Wendy's Position

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  • Nelson Peltz's activist firm Trian Fund Management has filed an amended 13D with the SEC regarding their stake in Wendy's.
  • Per the filing, Trian now owns 15.85% of the company with over 57.6 million shares.

JANA Partners Goes Activist on ConAgra Foods

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  • Barry Rosenstein's activist hedge fund JANA Partners has filed a 13D on shares of ConAgra Foods.
  • Per the filing, JANA now owns 7.2% of the company with over 30.86 million shares.

Lee Cooperman Dumps Caesars Entertainment Stake

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  • Omega Advisors' Lee Cooperman has filed a 13G with the SEC regarding shares of Caesars Entertainment.
  • The updated filing was made due to activity on June 5th. CZR shares recently hit a 52-week low as the company's subsidiary, Caesars Entertainment Operating Company is in bankruptcy and is fighting with creditors and this could have implications for the parent company.

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