It's been a while since we posted here. Due to the credit crisis we've been super busy at the main StreetInsider.com site. In addition, there haven't been too many 13Ds worth mentioning. We are going to start posting frequently again.

Yesterday, there was an interesting filing from one of our favorites Carl Icahn on Amylin Pharmaceuticals (AMLN). He's been a holder there for a long time, but now he is seeking to get a slate of 5 on the Board of Directors. We have great article over StreetInsider.com for premium members, discussing how "Like ImClone, Ichan Will Get Amylin Sold."

In a 13D filing on Strategic Hotels & Resorts, Inc. (BEE), Bill Gates' Cascade Investment disclosed a 5.63% stake (4,190,000 shares) in the company and changed its filing status from 13G (passive) to 13D (active). The firm changed its status due to recent market declines and may now engage in discussions with the board of directors and management concerning the business and strategic direction.

Gates' Cascade Investment showed a 5.23% stake (3,890,000 shares) in the August 13G filing.

In a 13D filing on Epicor Software (EPIC), Elliott Associates disclosed a 9.9% stake (5,978,483 shares) in the company. Elliott disclosed that it has made inquiries of the company as to whether it has considered exploring strategic alternatives. It also reserves the right to hold further talks with management, the Board of Directors or others.

Epicor Software Corporation designs, develops, markets, and supports enterprise application software solutions and services.

Barry Rosenstein's JANA Partners released its 13F for the quarter ended June 30, 2008 the other day. Below are some notable moves:

• New 1,204,656 share stake in Century Aluminum (CENX)
• New 1,012,800 shares stake in Genentech (DNA)
• New 8,714,300 share stake in Talisman Energy (TLM)
• New 2,344,493 share stake in Thinkorswim Group (SWIM)
• Raised stake in AK Steel (AKS) from 806,261 shares to 4,132,661 shares
• Raised stake in Commercial Metals (CMC) from 2,890,314 shares to 4,511,248 shares
• Sold its entire 2,086,000 share stake in Wyeth (WYE)

JANA Partners LLC is a New York based hedge fund with about $8 billion in assets. The fund launched in April 2001 and is managed by founder Barry Rosenstein. The company primarily invests in the United States public equity markets and uses activist strategies, a market neutral strategy, a long/short equity strategy, and a risk arbitrage strategy while making investments.

Nelson Peltz's Trian Partners General Partner released its 13F for the quarter ended June 30, 2008. Below are some notable moves:

• Showed a new 1,292,166 share stake in Hansen (HANS).
• Showed a new 1,060,875 share stake in P F Chang's Chinese Bistro (PFCB)
• Showed a new 350,903 share stake in Philip Morris Intl (PM)
• Lowered his stake in Starbucks (SBUX) from 842,070 to 0
• Peltz also lifted his stake in Kraft Foods (KFT) to 31 milion shares and maintained his large 10 million share position in Tiffany & Co (TIF).

In a 13D filing on Hill-Rom Holdings (HRC), Richard Breeden's Breeden Capital disclosed a 5.25% stake (3,278,409 shares) in the company., which is up from the 2,478,618 share stake held at the quarter ended 6/30/08. A 13D indicates a possible activist investment.

In a pretty standard disclosure, Breeden didn't make any direct requests on the company, but said it will monitor the investment and may be in contact with members of management or the board or others about the investment.

Carl Icahn's Icahn Capital hedge fund released its 13F for the quarter ended June 30, 2008. Below are some notable moves:

• Lifted his Motorola Inc. (MOT) stake from 115,649,600 shares to 144,119,843 shares
• Showed a new small 86,430 share stake in Emisphere Technologies, Inc. (EMIS).
• Lowered his stake in Time Warner Cable Inc. (TWC) from 4,711,128 shares to 1,842,834 shares.
• Got rid of his 129,715 share Perry Ellis (PERY) stake.

Icahn also showed a 55,029,056 share stake in Yahoo (YHOO), were he has been appointed to the board after a takeover fight with Microsoft (MSFT) failed, among other moves.

[Editor's note: Article corrected on 8/21 from original version.]

Warren Buffett's Berkshire Hathaway released its 13F for the quarter ended June 30, 2008. Below are some notable moves:

John Paulson's Paulson & Co. released its 13F for the quarter ended June 30, 2008. Paulson is best know for making an estimated $3-$4 billion by betting against the US housing market. Below are his long positions. Many look like merger-arb trades, but there are some interesting tid-bits, like:

• New 2,732,700 share Bank of America (BAC) stake.
• New 4,700,000 share Cheniere Energy Inc. (LNG) stake.
• New 1,900,000 share W-H Energy Services, Inc. (WHQ) stake.
• Raised stake in Boston Scientific (BSX) from 79,382,600 to 84,000,000 shares.

Read the Full 13-F Summary Here

In a 13D filing on Biogen Idec (BIIB), Carl Icahn disclosed he raised his stake in the company to 6.03% (17,511,304 shares). This is up from the 9,948,723 share stake held at the quarter ended 3/31/08.

Icahn noted that his representatives have had, and from time to time may seek to continue to have, discussions with representatives of Biogen Idec to discuss general business issues relating to the Issuer as well as their concerns relating to shareholder value.

Bill Ackman just scored a major win with Longs Drug Stores (LDG) last night. CVS (CVS) announced that it would acquire the drug store chain for $71.50 per share, a significant premium to the $54.04 close.

On August 5th, Ackman's Pershing Square disclosed an 8.8% stake (3,137,659 shares) in the company. Ackman also has 5,296,896 notional shares underlying certain cash-settled total return swaps, bringing his total economic exposure to 8,434,555 shares of Common Stock (approximately 23.6% of the outstanding shares of Common Stock).

In a 13G filing on Incyte Corporation (INCY), Steven Cohen's SAC Capital disclosed a 6.4% stake (5,458,605 shares) in the company. This is up from the 1,105,000 share stake held at the quarter ended 3/31/08. A 13G indicates a 'passive investment'.

Incyte Corporation operates as a drug discovery and development company, which focuses on developing proprietary small molecule drugs to treat human immunodeficiency virus [HIV], diabetes, oncology, and inflammation diseases.

In a 13G filling on Capstead Mortgage (NYSE: CMO), Highland Capital Management  disclosed a 5.3% stake (2,828,409 shares). The firm held 2100954 shares at the quarter ended 3/31/08. A 13G indicates a passive investment.

Capstead Mortgage Corporation operates as a real estate investment trust. The company, together with its subsidiaries, invests in real estate-related assets on a leveraged basis that primarily consisting of residential adjustable-rate mortgage securities issued and guaranteed by government-sponsored entities.

In a 13D filing on Longs Drug Stores (LDG), Bill Ackman's Pershing Square Capital hedge fund disclosed an 8.8% stake (3,137,659 shares) in the company and noted it has hired advisors and may meet with management or others regarding the business.

From the Filing:

Activist investor Carl Icahn had a nice day yesterday. Here's why:

1. Bristol-Myers (BMY) sent Mr. Icahn a letter presenting a $60 per share offer for ImClone Systems (IMCL). Icahn is the Chairman of ImClone, and owns 11,669,544 shares of the biotech company. With shares of ImClone trading up to 37%, to $63.84 today, Icahn made a cool $200+ million yesterday in the stock. Icahn's cost basis on ImClone is about $33 per share, suggesting Icahn could make a 100% profit on his trade if ImClone is sold for around $66 per share. If the company is sold for $60, that's still a 80% profit.
2. Motorola Inc. (MOT), a stock Carl has been involved with for a long time, is up 12% after topping Q2 estimates and providing guidance above the Street. Carl was up about $126 million in MOT yesterday, although he is still underwater in the stock.
3. Amylin Pharmaceuticals Inc. (AMLN), a stock Carl has been involved with and has pushed to put itself up for sale, was up 11% yesterday on speculation it could be the next biotech takeover target following the ImClone news. Carl was up about $22 million yesterday on the trade.

In an amended 13D filing on Bronco Drilling Co. Inc. (BRNC), Wexford Capital, a 12.85% shareholder, disclosed a letter to the Board of Directors, reiterating its opposition to the merger with Allis-Chalmers Energy Inc. (ALY) - saying it significantly undervalues the company.

Wexford Capital noted that it has extensive familiarity with Bronco Drilling, founding the company in 2001 and taking it public in 2005. It said, "As a substantial, knowledgeable Bronco shareholder, we have analyzed the proposed Merger and believe that it is not in the best interests of Bronco or its shareholders." The firm plans to vote against the deal.

In an amended 13D filing after the close on Invitrogen Corp. (IVGN), Steven Cohen's SAC Capital disclosed a 6.9% (6,171,830 shares) stake in the company. This is up from the 5.2% stake Cohen showed in the original 13D filing in July.

In the original filing, SAC said, "Based on the information that is publicly available, the Reporting Persons are supportive of the proposed merger with Applera (ABI)."

In a 13G filing after the close Friday on Sunoco, Inc. (SUN), Philip Falcone's Harbinger Capital disclosed a 6.6% stake (7,732,600 shares) in the company. The hedge fund did not show a stake in Sunoco at the quarter ended 03/31/08.

In a 13D filing after the close on Collective Brands, Inc. (PSS), Blum Capital disclosed a 5.6% stake (3,603,967 shares) in the company. The firm held 3197314 PSS shares at the quarter ended 3/31/08. A 13D indicates a possible 'activist' investment.

In a pretty standard disclosure, Blum Capital did not make any direct requests on Collective Brands, but said it will monitor its investment and may enter discussions with management, the Board of Directors or others.

In a 13D filing before the close on Alliance Data Systems Corporation (ADS), ValueAct Capital disclosed a 5.9% (4,706,620 shares). This is up from the 2,009,900 shares held at the quarter ended 3/31/08.

In a pretty standard disclosure, ValueAct did not make any direct requests on Alliance Data Systems, but said it will monitor its investment and may enter discussions with management, the Board of Directors or others.