James Melcher’s Balestra Capital LTD has released its quarterly 13F report. In this article, we will quickly review the biggest positions held by the fund. The fund has biggest holdings on Apollo Investment Corp. (NASDAQ:AINV), Fifth Street Finance Corp. (NASDAQ:FSC) and NXP Semiconductors NV (NASDAQ:NXPI). Balestra Capital has the biggest position in Apollo Investment Corp. (NASDAQ:AINV) this quarter. The fund has 1,150,338 shares of the company worth $9 million. As of the last quarter, it had 2,774,931 shares of the company worth around $23 million. This is a massive downsizing in the investment by the fund in Apollo Investment Corp.…
Author: Sean Johnson
Archon Partners LLC has released its quarterly 13F report. In this article, we will quickly take a look at the biggest positions in the investment group. Archon Partners has the biggest positions in The Blackstone Group L.P. (NYSE:BX), Intel Corporation (NASDAQ:INTC) and American International Group Inc (NYSE:AIG). Archon Partners has the best position in The Blackstone Group L.P. (NYSE:BX). It has 462,800 shares of the company worth $14 million. Last quarter, it had 461,800 shares of the company worth $15 million. This depicts that that fund has decreased its holding on the company stock. Among other shareholders of The Blackstone…
Eclectica Asset Management has released its quarterly 13F report. In this article, we will quickly go through the fund management firm’s latest strong positions. Asset Management group has biggest positions in Altria Group Inc (NYSE:MO), Reynolds American, Inc. (NYSE:RAI) and Philip Morris International Inc. (NYSE:PM). Altria Group Inc (NYSE:MO) is the biggest position held by Eclectica Management Group. It has 83,900 shares of the company according to the latest report. This holding is worth around $3 million. Last quarter, the asset management firm had no holding on Altria Group Inc (NYSE:MO). This is a new stock purchase form the group. Among…
Trigran Investments has released its latest quarterly 13F report. In this article, we will review the fund’s top three picks. Trigran has the strongest positions in DTS Inc. (NASDAQ:DTSI), NVE Corp (NASDAQ:NVEC) and Mercury Systems Inc (NASDAQ:MRCY) respectively. Trigran Investments has the biggest position in DTS Inc. (NASDAQ:DTSI). The fund has 1,057,772 shares of the company worth $26 million. As of last quarterly report, the investment group had 1,099,537 shares of DTS Inc. (NASDAQ:DTSI) which worth around $20 million. This depicts a sizable decrease in stock investments in the company by the group. Among other famous shareholders of DTS Inc.…
Grisanti Capital Management has released its quarterly 13F report. In this article, we will quickly review its top holdings. Grisanti’s top positions are in Valero Energy Corporation (NYSE:VLO), Marathon Petroleum Corp (NYSE:MPC) and General Motors Company (NYSE:GM). Grisanti Capital LLC has 380,715 shares of Valero Energy Corporation (NYSE:VLO) worth $17 million. In the last quarterly report, the fund had 356,495 shares of the company. This means that the fund has retained its previous position more or less. Among the other famous shareholders of Valero Energy Corporation (NYSE:VLO) include Zach Schreiber’s Point State Capital. Valero Energy Corporation (NYSE:VLO) reported its last…
Tamarack Capital Management, LLC has released its quarterly 13F report. We will review top three stocks from the fund’s latest portfolio in this article. Tamarack Fund’s best position in the latest filing is in Endologix, Inc. (NASDAQ:ELGX), Spectranetics Corp (NASDAQ:SPNC) and Medtronic, Inc. (NYSE:MDT). Tamarack Capital Management’s latest filing depicts that the fund has 33,00000 shares of Endologix, Inc. (NASDAQ:ELGX) which worth around $34 million. As of the last quarter, the fund had 2375000 shares of the company worth around $33 million. Therefore, the fund has depleted its holding on the stock minutely. Among other shareholders of Endologix, Inc. (NASDAQ:ELGX) is Stuart…
Gratia Capital, LLC has released its quarterly 13F report. We will take a brief look at its top three positions and compare them to the last quarterly report of the fund manager in order to analyze the investment changes and trends. Gratia Capital has best positions on M/I Homes Inc (NYSE:MHO), American Capital Ltd. (NASDAQ:ACAS) and Dominion Diamond Corp (TSE:DDC). The biggest position in Gratia Capital is M/I Homes Inc (NYSE:MHO). The fund owns 574,507 shares of the construction company worth around $11 million. Last quarter, Gratia Capital reported owing 124,342 shares of M/I Homes Inc (NYSE:MHO) worth $3 million.…
Pzena Investment Management, LLC has released its quarterly 13F report. We will quickly review top three picks by the investment management firm. Pzena’s top three picks are Hewlett-Packard Company (NYSE:HPQ), Bank of America Corp (NYSE:BAC) and Citigroup Inc (NYSE:C). Pzena Investment Management, LLC has 20,836,112 shares of HP which worth around $739 million. Contrary to this, in the last quarter, the investment firm reported 27,317,414 shares of the computing giant. These shares were worth around $813 million. This means that the investment group has downsized its investment in Hewlett-Packard Company (NYSE:HPQ). Among other top shareholders of Hewlett-Packard Company (NYSE:HPQ)…
Water Island Capital, LLC has released its 13F quarterly report. In this article, we will quickly review the three biggest positions held by the hedge fund management firm. Water Island Capital, LLC’s top three picks are Foster Wheeler AG (NASDAQ:FWLT), TW Telecom Inc (NASDAQ:TWTC) and DryShips Inc. (NASDAQ:DRYS). Water Island Capital owns 4,821,814 shares of Foster Wheeler AG (NASDAQ:FWLT) worth $152 million. In the last quarterly report, the hedge fund had 4,861,134 shares of Foster Wheeler AG (NASDAQ:FWLT) worth $165 million. This shows a decrease in the investment by the fund management firm in the company. Among other shareholders of Foster Wheeler AG (NASDAQ:FWLT) include Gavin M. Abrams’s Abrams Bison Investments. The company…
Foresite Capital Management, LLC has released its quarterly report. In this article we will briefly review its top three picks in the latest report. Three picks by Foresite Capital Management are Karyopharm Therapeutics Inc (NASDAQ:KPTI), Ambit Biosciences Corp (NASDAQ:AMBI) and BioDelivery Sciences International, Inc. (NASDAQ:BDSI). The biggest position held by Foresite Capital is Karyopharm Therapeutics Inc (NASDAQ:KPTI). The fund management firm owns 1077124 shares the company worth $37 million. Last quarter, Foresite Capital had 1,377,410 shares of Karyopharm Therapeutics Inc (NASDAQ:KPTI) worth $64 million. This shows a clear decrease in investment by the fund manager in the company. Among other top shareholders of Karyopharm Therapeutics Inc (NASDAQ:KPTI) include Zach Schreiber’s PointState…
Saiers Capital, the famous multi-strategy derivatives firm, has released its quarterly 13F report. In this article, we will present the top three picks by the hedge fund management firm. Saiers Capital’s best position is on Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN) and MGM Resorts International (NYSE:MGM). The biggest position in Saiers Capital’s 13F portfolio at the end of the third quarter was Las Vegas Sands Corp. (NYSE:LVS). The fund had more than 350 thousand shares of the casino operator worth $21 million. This is a significant increase compared to the end of the second quarter when the…
In a program, CNBC’s David Faber reported that Alibaba Group Holding Ltd (NYSE:BABA) is expected to break sales record in the “Single’s Day”. Single’s day is celebrated on November 11. It is a symbolic day for singles on which people send gifts to others who are single. Last year, Alibaba Group Holding Ltd (NYSE:BABA) recorded sales of no less than $5.8 million. This is more than double the sales that are recorded in the US on Cyber Monday. According to Ben Cavender, principal at China Market Research Group, there will be an increase of 40% in the Single’s Day sales…