Posted on November 6th, 2012
Passport Capital LLC, a hedge fund founded by John Burbank III, filed a new 13G disclosing ownership of 8,552,929 shares of VVUS as of October 23rd. This gives Passport Capital an 8.5% stake in the company and is an increase of 416,329 shares over what they reported on their June 30, 2012 13F.
From Yahoo! Finance, VIVUS, Inc., a biopharmaceutical company, is developing therapies to address obesity, sleep apnea, diabetes, and male sexual health.
Ownership History in VVUS
| Reported via |
Date |
Name |
Ticker |
Shares |
% of Portfolio |
| 13F |
2006-03-31 |
VIVUS Inc. |
VVUS |
16,000 |
0.01 |
| 13F |
2010-09-30 |
VIVUS Inc. |
VVUS (CALL) |
100,000 |
0.00 |
| 13F |
2010-09-30 |
VIVUS Inc. |
VVUS |
775,000 |
0.44 |
| 13F |
2010-12-31 |
VIVUS Inc. |
VVUS |
1,575,000 |
1.13 |
| 13F |
2011-03-31 |
VIVUS Inc. |
VVUS |
2,000,000 |
0.27 |
| 13F |
2011-06-30 |
VIVUS Inc. |
VVUS |
4,311,600 |
1.29 |
| 13F |
2011-09-30 |
VIVUS Inc. |
VVUS |
4,324,300 |
2.34 |
| 13F |
2011-12-31 |
VIVUS Inc. |
VVUS |
4,290,300 |
3.35 |
| 13F |
2012-03-31 |
VIVUS Inc. |
VVUS |
7,388,793 |
5.61 |
| 13F |
2012-06-30 |
VIVUS Inc. |
VVUS |
8,136,600 |
7.88 |
| SC 13G |
2012-10-23 |
VIVUS Inc. |
VVUS |
8,552,929 |
N/A |
Posted on November 5th, 2012
David Gerstenhaber’s hedge fund, Argonaut Capital Management, has filed their Sept. 30th, 2012 13f.
Summary for 09/30/2012 13F Filing
| Market Value: |
$435,289,204 |
| Prior Market Value: |
$27,455,391 |
| New Purchases: |
26 stocks |
| Additional Purchases: |
3 stocks |
| Sold out of: |
9 stocks |
| Reduced holdings in: |
0 stocks |
| Concentration % of Top 10 Holdings: |
336.57% |
13F Holdings Summary
Posted on November 5th, 2012
Yacktman Asset Management, the investment fund founded by Donald Yacktman, has released their 13F holdings for the period ending September 30th, 2012.
Summary for 09/30/2012 13F Filing
| Market Value: |
$16,634,368,801 |
| Prior Market Value: |
$15,340,290,706 |
| New Purchases: |
5 stocks |
| Additional Purchases: |
23 stocks |
| Sold out of: |
2 stocks |
| Reduced holdings in: |
18 stocks |
| Concentration % of Top 10 Holdings: |
70.41% |
13F Holdings Summary
Posted on October 31st, 2012
SAC Capital Advisors LP, the hedge fund founded by Steven A. Cohen, filed a new 13G disclosing ownership of 1,867,176 shares of GDP as of October 26th, 2012. This gives SAC Capital Advisors a 5.1% stake in the company and is an increase of 1,716,776 shares over what they reported in their June 30th, 2012 13F filing.
From Yahoo! Finance: Goodrich Petroleum Corporation, an independent oil and natural gas company, engages in the exploration, development, and production of oil and natural gas.
Ownership History in GDP
| Reported via |
Date |
Name |
Ticker |
Shares |
% of Portfolio |
| 13F |
2009-03-31 |
Goodrich Petroleum Corp. |
GDP |
14,700 |
0.01 |
| 13F |
2009-06-30 |
Goodrich Petroleum Corp. |
GDP |
15,400 |
0.01 |
| 13F |
2009-09-30 |
Goodrich Petroleum Corp. |
GDP |
13,500 |
0.01 |
| 13F |
2009-12-31 |
Goodrich Petroleum Corp. |
GDP |
12,584 |
0.00 |
| 13F |
2010-03-31 |
Goodrich Petroleum Corp. |
GDP |
55,781 |
0.01 |
| 13F |
2010-06-30 |
Goodrich Petroleum Corp. |
GDP |
64,203 |
0.01 |
| 13F |
2010-09-30 |
Goodrich Petroleum Corp. |
GDP |
11,823 |
0.00 |
| 13F |
2010-12-31 |
Goodrich Petroleum Corp. |
GDP |
30,830 |
0.00 |
| 13F |
2011-03-31 |
Goodrich Petroleum Corp. |
GDP |
10,269 |
0.00 |
| 13F |
2011-12-31 |
Goodrich Petroleum Corp. |
GDP |
11,298 |
0.00 |
| 13F |
2012-03-31 |
Goodrich Petroleum Corp. |
GDP |
827,936 |
0.07 |
| 13F |
2012-06-30 |
Goodrich Petroleum Corp. |
GDP |
150,400 |
0.01 |
| SC 13G |
2012-10-26 |
Goodrich Petroleum Corp. |
GDP |
1,867,176 |
N/A |
Posted on October 31st, 2012
Activist investor Carl Icahn has filed a 13D disclosing a new position in NFLX. Icahn owned 5,541,066 shares representing a 9.98% stake in the company as of October 24th, 2012.
From the filing:
The Reporting Persons acquired the Shares with the belief that the Shares were undervalued due to the Issuer’s dominant market position and international growth prospects. The Reporting Persons believe Netflix may hold significant strategic value for a variety of significantly larger companies that are engaging in more direct competition with one another due to the evolution of the internet, mobile, and traditional industry. The Reporting Persons are considering ways for the Issuer to maximize shareholder value but have reached no conclusion. The Reporting Persons may in the future seek to have discussions with the Issuer.
The Reporting Persons may, from time to time and at any time: (i) acquire additional Shares and/or other equity, debt, notes, instruments or other securities (collectively, “Securities”) of the Issuer in the open market or otherwise; (ii) dispose of any or all of their Securities in the open market or otherwise; or (iii) engage in any hedging or similar transactions with respect to the Securities.
From Yahoo! Finance, Netflix, Inc. provides Internet subscription services for TV shows and movies in the United States and internationally.
Ownership History in NFLX
| Reported via |
Date |
Name |
Ticker |
Shares |
% of Portfolio |
| SC 13D |
2012-10-24 |
Netflix, Inc. |
NFLX |
5,541,066 |
N/A |