Activist Investor

Activist Investor Articles

We have outlined the changes in the holdings of Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) and consolidated these into alphabetical order from "T to Z" for the quarter ended on...
These are the new holdings (sans ETF and sans derivatives) for Bill Gates’ CASDADE INVESTMENT LLC As of September 30, 2008: AUTONATION (NYSE: AN)                               ...
Target Corporation (NYSE:TGT) has confirmed that activist Bill Ackman’s Pershing Square has shared various ideas for an alternative ownership structure related to Target real estate.  It also said...
Anyone who bought Dillard’s Inc. (NYSE: DDS) shares late Friday looking for a bounce caught a break.  The stock is rallying sharply after management bought shares of stock in the open market and...
Following billionaires, activist investors, and even opportunists has been a difficult job in recent weeks.  Activists can blame poor management decisions, but they cannot blame management over...
This week was a huge week as far as getting to see what the large funds and key money managers or investment gurus were putting into their portfolios.  We compiled lists and lists of investment...
Tonight we received the quarterly filings for Cascade Investment LLC, which shows the personal investments of Bill Gates.  While the investment vehicle listed many unique holdings out there that...
We just got to take a look at the JUNE 30 holdings of Nelson Peltz via an SEC filing of his TRIAN FUND MANAGEMENT GROUP.  If you look throughout full filing you’ll see that he has other holdings...
Icahn Enterprises LP (NYSE: IEP) is perhaps known more for its billionaire owner/founder Carl Icahn more than it is for its staff, team efforts, and even the enterprise’s name.  Icahn’s...
We are seeing a substantial move in shares of Washington Mutual, Inc. (NYSE: WM).  British Activist fund Toscafund Asset Management LLP  has disclosed in an SEC Filing that it has accumulated a 6%...
Another biotech giant is biting the dust via a buyout offer.  ImClone Systems Inc. (NASDAQ: IMCL) has been given a buyout offer from Bristol-Myers (NYSE: BMY) at $60.00 per share. As per the filing:...
There was interesting event in a 13D filing today right after the close, and that will be worth some news and gossip alike.  An investment firm called Amalgamated Gadget LP, which is roughly a 6.6%...
On tonight’s MAD MONEY on CNBC, Jim Cramer came out and said he is doing the unthinkable: He’s saying you can probably buy both Motorola Inc. (NYSE: MOT) and Yahoo! Inc. (NASDAQ:). He says that...
Yesterday was a more than interesting day for Starbucks Corp. (NASDAQ: SBUX).  The stock rose more than 6% to $17.05 after funds disclosed stakes in the coffee retailing giant. Activist investor...
Circuit City Stores, Inc. (NYSE: CC) has finally capitulated.  There are two separate announcements this morning, but in reality it is all part of the same issue.  This will allow the company to...