Activist Investor

Activist Investor Articles

A firm called HBK INVESTMENTS, L.P. has just changed its tune regarding its investment in Circuity City Stores Inc. (NYSE: CC).  As of December 31, 2007, HBK-I owned or controlled a combined...
ValueAct Capital Management is a leading activist fund that acquires shares in public companies to influence their boards to make certain actions or to fix current problems.  In an SEC Filing, the...
Triarc Companies, Inc. (NYSE: TRY) and Wendy’s International, Inc. (NYSE: WEN) have signed a definitive merger agreement.  According to the release, this has been approved by theboards of...
An SEC Filing this morning shows activists are going to go after Wendy’s International Inc. (NYSE: WEN) with a little more publicity than mere private letters.  Trian Fund Management, L.P., Triarc...
JANA Partners LLC has released a detailed white paper analysis of CNET Networks Inc. (NASDAQ: CNET).  As you can guess, the activist investor group is rather disappointed with CNET.  The groups...
Richard Breeden has disclosed in an SEC Filing that he has aggressively bought shares of H&R Block (NYSE: HRB) this week. From the dates of March 18 to March 20, Breeden purchased roughly 2.435...
In an SEC Filing, it was disclosed that Carl Icahn has taken a larger stake as an activist in Enzon Pharmaceuticals Inc. (NASDAQ: ENZN).  The stake is listed as 6.93% for just over 3.07 million...
The TSX and the Dow parted ways this week as commodities lifted Canadian markets. Gold, platinum, silver, copper, oil and soft commodities led gains across the TSX and the TSX Venture exchange,...
Shares of Unisys Corp. (NYSE: UIS) are trading up 8% today after capitulating to activist investor MMI Investments, LLP, which is one of the largest shareholders of Unisys.  Unisys has delayed its...
Billionaire activist investor and financier Carl Icahn has released the total holdings in an SEC filing for the period end December 31, 2007 for  ICAHN CAPITAL, LP. As Carl Icahn and his friends are...
Carl Icahn has disclosed in an 13D SEC FILING that he boosted his share ownership in Motorola Inc. (NYSE: MOT).  Icahn indicated his ownership of the stake in a notice to nominate four directors to...
The WSJ has reported that Carl Icahn has been amassing a stake in J.C.Penney Co. (NYSE: JCP).  Unfortunately, the WSJ is citing "people familiar with the matter."  Those people are not always clear...
Shares of Brinks Co. (NYSE: BCO) are up significantly after today earnings report.  We have been behind Brinks for several months now, and it is still an active stock on our Special Situation...
A hedge fund is claiming that Countrywide Financial (NYSE: CFC) is selling itself too cheaply to Bank of America (NYSE: BAC).  SRM GLOBAL FUND GENERAL PARTNER LIMITED has filed a Schedule 13D.  SRM...
Former head and oustered Maurice "Hank" Greenberg according to an SEC filing is leading a campaign to do a total makeover at his AIG (NYSE:AIG).  There is a problem besides the fact that Greenberg...