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  • Notable Stock Activity From 3rd Quarter Filings 0 comments
    Nov 20, 2013 8:09 AM | about stocks: FDX, MHGC, TSU, CTCM, MTN, APD, SWY, MRVL, MSI, BYI, AAPL, C, ODP, SPB

    We compiled a short list of notable stocks based on changes in activist investor portfolios from 13F filings. For access to the full report you can visit our website here.

    FedEx (NYSE:FDX)
    Third Point increased their holding significantly

    Morgans Hotel Group (NASDAQ:MHGC)
    Centaurus Capital increased their holding significantly

    Tim Participacoes SA (NYSE:TSU)
    CTC Media (NASDAQ:CTCM)
    Centaurus Capital initiated large new positions

    Vail Resorts (NYSE:MTN)
    Marcato Capital Management initiated a large new position

    Air Chemicals (NYSE:APD)
    Pershing Square Capital doubled their holding

    Safeway (NYSE:SWY)
    Two new holders, Sandell Asset Management and Cibelli Mario, along with previous Jana Partners holding

    Marvell Tech Group (NASDAQ:MRVL)
    Seneca Capital near full redemption

    Motorola Solutions (NYSE:MSI)
    Icahn Partners fully redeemed

    Bally Technologies (NYSE:BYI)
    P2 Capital Partners significant redemption

    Apple (NASDAQ:AAPL)
    Two out of five holders fully redeemed

    Citigroup (NYSE:C)
    Two of three holders fully redeemed

    Office Depot (NYSE:ODP)
    Two of three holders fully redeemed, one large position remaining for Starboard Value Partners

    Spectrum Brands (NYSE:SPB)
    Fully redeemed by Harbinger Holdings

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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