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Tracking Dan Loeb's Third Point Portfolio - Q4 2014 Update

2015-02-17 12:02:08| Biotech - Topix.net

Loeb's 13F portfolio increased ~27% this quarter from $8.71B to $11.09B. The number of positions decreased from 41 to 40. Third Point substantially increased large stakes in Actavis plc, Alibaba Group, Amgen Inc., and eBay Inc. while reducing Dow Chemical and Ally Financial.

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Tracking Dan Loeb's Third Point Portfolio - Q4 2014 Update

2015-02-17 10:51:23| Industrial Machines - Topix.net

Loeb's 13F portfolio increased ~27% this quarter from $8.71B to $11.09B. The number of positions decreased from 41 to 40. Third Point substantially increased large stakes in Actavis plc, Alibaba Group, Amgen Inc., and eBay Inc. while reducing Dow Chemical and Ally Financial.

Tags: point update dan portfolio

 
 

Tracking Mohnish Pabrai's Portfolio - Q4 2014 Update

2015-02-14 11:32:15| Steel - Topix.net

His largest three positions are Fiat Chrysler Automobiles, General Motors 2019 Warrants, and Horsehead Holding and they together account for around two-thirds of the entire portfolio. Pabrai Funds added a huge new position in Fiat Chrysler Automobiles while decreasing the allocation to POSCO by over 67% and Bank of America by over 30%.

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TSX set to open higher, tracking global markets

2015-02-12 13:53:37| Industrial Machines - Topix.net

Stock futures pointed to a higher opening for Canada's main stock index on Thursday, tracking gains in global markets. Canada's main stock index ended higher on Wednesday as gains in the energy and financial sectors helped offset uncertainty surrounding discussions on a Greek debt deal.

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Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2014 Update

2015-02-10 13:53:30| Industrial Machines - Topix.net

Mueffling substantially increased positions in Analog Devices, Cimpress, Ecolab, W.W. Grainger, & MSC Industrial while dropping Brink's, Coca-Cola, and Solera. The portfolio continues to be very concentrated with the top-five positions accounting for ~50% of the US long portfolio.

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