Paulson opened a new 2.58% position in Houghton Mifflin Harcourt Company, a global provider of education content and solutions.
Paulson took a massive new position in Extended Stay America Inc (STAY) last quarter.
In this series, we will discuss some of the main positions traded by Paulson during 4Q 2013.
In a 13G filed last week, Bill Ackman’s Pershing Square disclosed a position in Platform Specialty Products Corporation (PAH).
Activist investor Carl Icahn revealed this week that he had bought $1 billion more shares in Apple (AAPL) over the past two weeks, increasing his stake in the iPhone maker to $3.6 billion.
Activist investor Carl Icahn opened a new position in eBay (EBAY) and proposed a spinoff of the company’s PayPal business. Although eBay dismissed the suggestion, shares went up around 7%.
David Einhorn’s Greenlight Capital opened a medium-sized position in Anadarko Petroleum (APC) in 4Q 2013.
Third Point said in its 4Q investor letter that it had an opportunity to establish a position in T-Mobile (TMUS) in November when the company conducted a secondary offering at $25.
Einhorn’s Greenlight Capital opened a medium-sized position in British Petroleum (BP) in 4Q 2013 at an average price of $47.39.
Dan Loeb’s Third Point LLC revealed positions in Dow Chemical (DOW) and T-Mobile (TMUS) in its fourth quarter 2013 investor letter.
David Einhorn’s Greenlight Capital said in its fourth quarter letter to investors that the fund has incorporated several long ideas to the portfolio.
Blue Ridge Capital is a New York–based hedge fund founded in 1996 by Tiger Cub John Griffin. The fund generally targets “absolute returns.”
John Griffin’s Blue Ridge Capital liquidated a 1.63% position in Realogy Holdings, a global leader in real estate franchising, in 3Q 2013.
According to 13Gs Blue Ridge Capital filed last month, the hedge fund disclosed new positions in Zulily (ZU) and PBF Energy (PBF). The filings stated that Blue Ridge currently owns…
Blue Ridge sold a 3.77% position in Owens Corning, a global producer of glass fiber reinforcements and other materials, in 3Q 2013.
The Canada-based mobile handset maker Blackberry Ltd. is a 0.22% position in Blue Ridge’s 3Q 2013 portfolio.
Electric car maker Tesla Motors (TSLA) accounts for a 1.16% position in Blue Ridge’s total portfolio as of 3Q 2013.
International mining and natural resources company Cliffs Natural Resources Inc. (CLF) occupies a 0.35% position in Blue Ridge’s 3Q 2013 portfolio.
American Homes 4 Rent, the Maryland real estate investment trust (REIT), accounts for 1.68% of Blue Ridge’s total portfolio.
Blue Ridge increased its position in car rental company Avis Budget Group (CAR) to 6.17% in November last year.