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Q3 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Tuesday, November 17, 2020 - 1:00pm | 2360The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...
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Activist Hedge Fund Starboard Value Offloads eBay, Buys Corteva
Monday, November 16, 2020 - 5:43am | 414Activist hedge fund Starboard Value fund exited eBay Inc (NASDAQ: EBAY) in the third quarter of 2020, according to the fund's latest 13F filing. The fund sold 2.09 million shares it held in eBay, valued at $109.6 million in the second quarter. New Positions: ...
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Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Saturday, May 16, 2020 - 10:15am | 2351The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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Activist Investors Go Dormant As COVID-19 Depresses Economy
Thursday, April 16, 2020 - 4:24pm | 562Activist investors turned passive in the last month as the coronavirus threatened to claim corporate victims. Activist campaigns fell from 42 in January and February to just 16 in March — representing the slowest growth rate since 2013, according to Lazard. Investments in such campaigns have...
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Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Tuesday, February 18, 2020 - 2:00pm | 2056The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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Starboard Says eBay 'Deeply Undervalued,' Calls For Classifieds Spin-Off
Tuesday, February 4, 2020 - 11:00am | 361Activist investor Starboard Value sent a letter to eBay Inc (NASDAQ: EBAY) on Tuesday calling the company ‘'deeply undervalued,” and said it sees significant opportunities through operational and strategic initiatives. Last year, eBay agreed to sell its ticketing unit...
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Q3 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
Friday, November 15, 2019 - 1:29pm | 2187The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...
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Box Wins A New Investor: Starboard Value
Wednesday, September 4, 2019 - 8:44am | 193Box, Inc. (NYSE: BOX) has responded to a 13D filing from activist investor Starboard Value, saying it's committed to maintaining an active and engaged dialogue with stockholders. It was revealed Tuesday afternoon that Starboard Value owns a 7.5% stake in Box. Box is a cloud content management...
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eBay Popped After Capitulating To Activist Shareholders, But The Chart Is Pointing Down For Now
Friday, March 1, 2019 - 5:44pm | 4816Summary: eBay Inc (NASDAQ: EBAY) popped by as much as 5.3 percent on Friday morning before pulling back to end the day about 0.5 percent higher. The company announced it had entered into cooperation agreements with two activist shareholders. However, at this stage in its current market cycle...
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eBay To Conduct Strategic Reviews, Could Spin Off StubHub
Friday, March 1, 2019 - 10:05am | 494Under pressure from activist investors Elliott Management and Starboard Value, eBay Inc (NASDAQ: EBAY) announced Friday it would pursue strategic initiatives. The initiatives will include a strategic review of assets, an operating review, and the addition of two new independent board members. What...
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Major Shareholders Team To Scuttle Bristol-Myers Squibb's $74B Celgene Buyout: What's Next?
Thursday, February 28, 2019 - 1:42pm | 570Opposition to the buyout deal Bristol-Myers Squibb Co (NYSE: BMY) negotiated with Celgene Corporation (NASDAQ: CELG) in January is rising and could potentially impede the M&A momentum seen in the biotech space this year. What Happened Wellington Management Co, which owns an 8.3-percent stake...
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Starboard Value Takes $200M Slice Of Papa John's
Monday, February 4, 2019 - 9:44am | 424Activist investor Jeffrey Smith and his fund Starboard Value has taken a stake in troubled pizza chain Papa John's Int'l, Inc. (NASDAQ: PZZA). What Happened Papa John's founder John Schnatter resigned as chairman in mid-2018 after stepping down as CEO in reaction to reports he used...
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Activist Investor With A Plan For eBay Boosts Stock
Wednesday, January 23, 2019 - 12:55pm | 769Shares of e-commerce platform eBay Inc (NASDAQ: EBAY) were trading higher Wednesday after activist investors took stakes in the company, with one outlining a strategy that includes spinning off non-core businesses. Analysts said the news that Elliott Management Corp. and Starboard Value...
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Dollar Tree Rallies As Activist Investor Starboard Pushes For Big Changes
Monday, January 7, 2019 - 1:15pm | 427Shares of discount retailer Dollar Tree, Inc. (NASDAQ: DLTR) rose Monday following the news of involvement of activist investor Starboard Value. What Happened In order to unlock value, Dollar Tree has to explore strategic opportunities for its underperforming Family Dollar business and test...
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Analyst: Activist Investor Starboard's Involvement Makes Mellanox 'Shareholder-Friendly'
Tuesday, January 30, 2018 - 1:30pm | 416Israel-based computer networking products supplier Mellanox Technologies, Ltd. (NASDAQ: MLNX) has strong growth prospects in Ethernet, a Loop Capital Markets analyst said. The Analyst Loop Capital Markets analyst James Kisner initiated coverage of Mellanox with a Buy rating and $84 price...