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- Blue Ridge Capital Discloses 5.7% Stake in Millipore
- Market Folly submits: According to a 13G filing made with the SEC on October 16th, Blue Ridge Capital ran by John Griffin has disclosed a 5.47% ownership stake in Millipore MIL. Blue Ridge disclosed that they now own 3,020,000 shares of MIL as of October 6. This is an increase...
- External links 2008-10-19
- Tudor Investments Sells Majority of Plains Exploration & Production Holding
- Market Folly submits: In a recent 13G filed with the SEC on October 17th, Tudor Investment Corp has disclosed its 0.4% ownership stake in Plains Exploration & Production PXP. Tudor Investment Corp is a global macro set of hedge funds ran by Paul Tudor Jones. The 13G details changes held...
- External links 2008-10-19
- Tremblant Capital Ups Stake in Advance Medical Optics
- Market Folly submits: In a 13G filing made with the SEC on October 17, Tremblant Capital has disclosed a 5.2% Ownership Stake in Advanced Medical Optics EYE. Tremblant is a $4.1 billion hedge fund that is run by Bret Barakett. This adjustment to the position was made on October 7...
- External links 2008-10-21
- Jana Partners Discloses 13.52% Stake in Convergys
- Market Folly submits: In a 13D, filing made with the SEC on October 21, hedge fund Jana Partners disclosed that they have a 13.52% stake in Convergys CVG. They now own 16,468,399 shares of CVG, which is an increase from their 10.5 million shares they disclosed in the previous filing,...
- External links 2008-10-23
- Paulson & Co. Increases Stake in Cheniere Energy
- Market Folly submits: In a filing made with the SEC on Monday, hedge fund Paulson & Co. has disclosed that it now owns a 14.6% stake in Cheniere Energy LNG. It now owns 7,400,000 shares, which is an increase from its previous 13F filing at the end of June, when...
- External links 2008-10-29
- Tontine Partners Discloses Stake in MYR Group
- Market Folly submits: In a 13G filed with the SEC last week, hedge fund Tontine Partners has disclosed its 6.16% stake in MYR Group MYRG. This is a new position for it, since; no stake in the company was shown in its most recent 13F filing (as of June 30)....
- External links 2008-10-31
- Playing the Oil Market
- Market Folly submits: In a recent TheStreet.com article, "Looking Ahead With Hope and Trepidation," Eric Bolling wrote about some of his recent stock picks and gave his take on current financial crisis that the U.S. is facing. Overall, Bolling is putting an emphasis on being nimble and being...
- External links 2008-11-05
- Under Armour: Maverick Capital Sells Entire Position
- Market Folly submits: In a 13G filing made with the SEC after the close today, hedge fund Maverick Capital has sold off their entire position in Under Armour UA. Maverick Capital is a $10 billion hedge fund ran by the notoriously great stock picker Lee Ainslie. The filing shows that...
- External links 2008-11-11
- Shorting Treasuries: What's the Rationale?
- Market Folly submits: Essentially, U.S. Treasuries are setting up to be a great short opportunity. Last week, I laid out a basic thesis for shorting treasuries. We may be early in this call, but present and future actions are sending us signals we simply cannot ignore. The presently increasing and...
- External links 2008-11-13
Additional Resources
- Playing a Market Flooded with Treasuries
- Market Folly submits: Gregor Macdonald has a great post on his blog, called "Debt-ology," which details an issue I've been mulling over myself: the flooding of the market with supply of treasuries. I put this up as food for thought, as well as providing a possible way to play this impending...
- External links 2008-11-06
- Jana Partners (Barry Rosenstein): Portfolio Update
- Market Folly submits: Jana Partners, the hedge fund ran by Barry Rosenstein, has filed an amended 13D with the SEC and has disclosed a 4.6% ownership stake in Copart CPRT. The 13D was filed due to its activity on December 5, 2008. It has decreased its position to 3,864,494 shares....
- External links 2009-01-23
- Tontine Associates Discloses Stakes in Patrick Industries, Broadwind Energy
- Market Folly submits: Tontine Associates, the hedge fund ran by Jeffrey Gendell, has filed an amended 13D with the SEC and has disclosed a 57.3% ownership stake in Patrick Industries PATK. The 13D was filed due to its activity on December 11, 2008 and they now own 5,174,963 shares. You...
- External links 2009-01-21
- Mark Cuban Ups Reading International Stake
- Market Folly submits: We don't track Mark Cuban on the blog, but we saw this and thought it was interesting. Cuban has recently disclosed a 10.5% stake in Reading International RDI through a 13G filed with the SEC. He now owns 157,411 shares. Cuban of course is well known for...
- External links 2009-06-11
- What's Interesting About the World's 50 Safest Banks
- Market Folly submits: While this list was released back in March 0f 2009, we wanted to publish it up as we forgot to at the time. Global Finance World publishes a list of the World's 50 Safest Banks and they edited it mid-year which reflects the turmoil within the...
- External links 2009-07-07
- Soros Increases Mercury Computer Stake
- Market Folly submits: In a 13G filed with the SEC recently, we see that George Soros' hedge fund Soros Fund Management is now showing a 5.11% ownership stake in Mercury Computer MRCY. The filing was made due to activity on April 17th, 2009 and Soros currently holds 1,160,077 shares. These...
- External links 2009-04-29
- D. E. Shaw Sells Part of Its Owens Corning Stake
- Market Folly submits: Hedge fund firm D.E. Shaw & Co recently filed a Form 4 with the SEC that we wanted to update you on. D.E. Shaw & Co was selling Owens Corning OC shares on May 6th, 7th, and 8th. The hedge fund sold at the prices of $18.4592,...
- External links 2009-05-13
- Shaw Takes Ownership Stake in Medicis Pharma
- Market Folly submits: In a 13G filed with the SEC Monday, David Shaw's hedge fund firm D.E. Shaw & Co has disclosed a 5.3% ownership stake in Medicis Pharma MRX. The filing was made due to activity on June 10th, 2009 and Shaw now owns 3,136,350 shares.D.E. Shaw &...
- External links 2009-06-24
- Soros Discloses EXAR Position
- Market Folly submits: In a new 13G filing made with the SEC, George Soros' hedge fund firm Soros Fund Management has disclosed a brand new position in Exar EXAR. Soros has a 5.67% ownership stake in the company with 2,465,754 shares and the filing was made due to activity on...
- External links 2009-07-15
- 4 Hedge Fund Investments in Norway
- Earnings Call ExcerptGiven that Market Folly covers hedge fund positions in U.S. equities and in U.K. equities, we're always seeking to expand our hedge fund portfolio tracking coverage. Today we take you to the north European country of Norway. Every time noted hedge fund manager Julian Robertson has spoken...
- Earnings calls 2009-10-29
- The capital market sanctions folly: a lesson in diplomatic dopiness
- The granting or withholding of trade "privileges" has taken on great metaphorical meaning since the end of the Cold War. America, the global power of international commerce and finance, bestows free trade agreements on nations that aid her in the war on terrorism. (Pakistan was so blessed by the Bush...
- Research articles 2005-01-01
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