Rockwood Holdings Inc
Ascend Capital’s New Position in Huntsman Corp.
Ascend Capital started a new position in Huntsman Corp. (HUN). According to the latest 13F filings for 4Q14, it accounts for 2.45% of the hedge fund’s total portfolio.
MeadWestvaco to spin off its specialty chemicals business
In January 2015, MeadWestvaco, announced that its board had approved the plan to spin off the specialty chemicals business from the rest of the company.
Trian initiates a proxy fight with DuPont
Last month, Trian launched a proxy fight with DuPont and nominated four directors to DuPont’s board after DuPont defended its existing structure.
DuPont’s Performance Chemicals spinoff is on track
Trian said it wants to separate DuPont into GrowthCo and CyclicalCo/CashCo. This is in addition to the announced Performance Chemicals spinoff.
An overview of BA’s business segments
BA’s business segments are Boeing Commercial Airplanes (or BCA) and Boeing Defense, Space & Security (or BDS).
Why DuPont is spinning off its performance chemicals segment
DuPont expects to enable both companies to pay dividends that in total equal DuPont’s dividend at the time of separation.
DuPont’s conglomerate structure blamed for underperformance
Kullman’s annual letter to DuPont shareholders for 2013 said that the company made acquisitions that added “scientific expertise and access to new markets.”
Why Pershing Square bought stake in Platform Specialty Products
In a 13G filed last week, Bill Ackman’s Pershing Square disclosed a position in Platform Specialty Products Corporation (PAH).
TPG-Axon Capital buys CNX, M, OUTR, and DDS and decreases positions in ROC, GNC, and WYN—13F Flash C
In this six-part series, we’ll go through some of the main positions TPG-Axon Capital traded this past quarter. Why buy Outerwall Inc. (OUTR)?
TPG-Axon Capital buys CNX, M, OUTR, and DDS and decreases positions in ROC, GNC, and WYN—13F Flash A
In this six-part series, we’ll go through some of the main positions TPG-Axon Capital traded this past quarter. Why buy CONSOL Energy (CNX)?