Seeking Alpha

John Vincent

 
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  • John Vincent
    Michael Price (MFP Investors) increased Dolby Laboratories ($DLB) position by 26%. See http://bit.ly/ZiRlga
    Fri, 2:53 AM
    Reply
      • John Vincent
        Jim Chanos (Kynikos) dropped a longer-term position in Citigroup ($C). see http://bit.ly/1uyAv7F
        Fri, 2:38 AM
        Reply
          • John Vincent
            Dinakar Singh (TPG-Axon) increased GNC Holdings ($GNC) while dropping Halliburton ($HAL). See http://bit.ly/ZiQvji
            Fri, 2:30 AM
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              • John Vincent
                Mark McGoldrick & Jason Maynard (Mount Kellett) added ~10% stake in Gulf Coast Ultra Deep Rylty ($GULTU). See http://bit.ly/ZiQ7Bn
                Fri, 2:23 AM
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                  • John Vincent
                    Larry Robbins (Glenview Capital) increased Thermo Fisher ($TMO), Monsanto ($MON) and Flextronics ($FLEX). See http://bit.ly/ZiPOH1
                    Fri, 2:15 AM
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                      • John Vincent
                        Eric Mindich (Eton Park) tripled the stake in $ARCP while also doubling stakes in $CBS & $WMB. See http://bit.ly/1lVjCDv
                        Thu, 1:02 AM
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                          • John Vincent
                            John Griffin (Blue Ridge Capital) increased Walgreen Company ($WAG) position by 85% to a large ~5% stake. See http://bit.ly/1lVgUOs
                            Thu, 12:32 AM
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                              • John Vincent
                                Thyra Zerhusen (Fairpointe) added new positions in Owens Corning ($OC) and Teradata ($TDC). See http://bit.ly/1A7aK0G
                                Thu, 12:22 AM
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                                  • John Vincent
                                    Chase Coleman (Tiger Global) added homebuilder ETF puts ($XHB) & upped Charter Communications ($CHTR). See http://bit.ly/1rKBMo4
                                    Thu, 12:19 AM
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                                      • John Vincent
                                        Philippe Laffont (Coatue Mgmt) increased Apple ($AAPL), Avago ($AVGO), & Charter Commnunications ($CHTR). See http://bit.ly/1tvBvHU
                                        Wed, 5:36 AM
                                        Reply
                                          • John Vincent
                                            Stephen Mandel (Lone Pine Capital) increased Baidu ($BIDU) & Cognizant ($CTSH) stakes. See http://bit.ly/1qEh64D
                                            Wed, 5:24 AM
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                                              • John Vincent
                                                John Armitage (Egerton) added Gilead ($GILD) while eliminating $AXP. Also increased $CTSH & $CMCSA. See http://bit.ly/VitnPC
                                                Wed, 5:11 AM
                                                Reply (1)
                                                • somedata1: It makes sense.
                                                  Wed, 8:43 AM
                                                  • John Vincent
                                                    Ole Andreas Halvorsen (Viking Global) upped Pioneer Natural Resources ($PXD) & Regeneron Pharma. ($REGN). See http://seekingalpha.com/a/1gfk3
                                                    Wed, 5:05 AM
                                                    Reply
                                                      • John Vincent
                                                        Tweedy Browne has a huge ~9% of the US long 13F portfolio position in Banco Santander Brazil SA ($BSBR). See http://seekingalpha.com/a/1fzmr
                                                        Wed, 5:00 AM
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                                                          • John Vincent
                                                            Dan Loeb (Third Point) upped Dow Chemical ($DOW) by 80% to a ~14% position. Also upped $YPF by 130%. See http://seekingalpha.com/a/1gdqt
                                                            Wed, 4:47 AM
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                                                              • John Vincent
                                                                David Tepper (Appaloosa) increased General Motors ($GM) stake by two-thirds to ~7% of 13F portfolio. See http://seekingalpha.com/a/1g9jf
                                                                Wed, 4:44 AM
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                                                                  • John Vincent
                                                                    Carl Icahn upped eBay ($EBAY) stake by 11% while decreasing Netflix ($NFLX) by 21%. Also building $GCI. See http://seekingalpha.com/a/1g63t
                                                                    Wed, 4:41 AM
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                                                                      • John Vincent
                                                                        John Paulson (Paulson & Company) increased Cobalt International Energy (CIE) stake by 50%. See http://seekingalpha.com/a/1g3wx
                                                                        Wed, 4:37 AM
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                                                                          • John Vincent
                                                                            Glenn Greenberg (Brave Warrior) increased Express Scripts ($ESRX) & almost eliminated Halliburton ($HAL). See http://seekingalpha.com/a/1g2zl
                                                                            Wed, 4:34 AM
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                                                                              • John Vincent
                                                                                George Soros (Soros Fund Mangement) continues to build a substantial stake in $YPF. See http://seekingalpha.com/a/1gbf7
                                                                                Wed, 3:24 AM
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