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Tracking Alex Roepers' Atlantic Investment Management Portfolio - Q1 2015 Update
2015-05-27 09:09:07| Electronics - Topix.net
Atlantic Investment Management's 13F portfolio decreased from $1.58B to $1.33B. The number of positions increased from 16 to 18. The top-three positions are Owens Illinois, Triumph Group, and FMC Corporation and they add up to almost 60% of the portfolio.
Tags: management
update
investment
portfolio
Tracking Alex Roepers' Atlantic Investment Management Portfolio - Q1 2015 Update
2015-05-27 07:04:35| Chemicals - Topix.net
Atlantic Investment Management's 13F portfolio decreased from $1.58B to $1.33B. The number of positions increased from 16 to 18. The top-three positions are Owens Illinois, Triumph Group, and FMC Corporation and they add up to almost 60% of the portfolio.
Tags: management
update
investment
portfolio
Odey Asset Management's Top Buys Amid Portfolio Slashing ~...
2015-05-26 02:52:13| IT Services - Topix.net
Crispin Odey 's Odey Asset Management filed its 13F with the SEC for the reporting period of March 31. The investment manager has an equity portfolio worth $1.76 billion as of the reporting period and its primary stock holdings are in the consumer discretionary, finance, and technology sectors. While Odey initiated new positions in 20 stocks this quarter, his portfolio was otherwise slashed during the quarter, with many of his top positions being cut.
Tags: top
portfolio
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buys
Tracking Dan Loeb's Third Point Portfolio - Q1 2015 Update
2015-05-25 03:18:54| Food - Topix.net
Loeb's 13F portfolio decreased from $11.09B to $10.82B. The number of positions increased from 40 to 41. The top-three positions are Amgen Inc. , Actavis plc , and Dow Chemical which together comprise over one-third of the entire portfolio.
Tags: point
update
dan
portfolio
Tracking Nelson Peltz's Trian Fund Management Portfolio - Q1 2015 Update
2015-05-25 02:27:35| Beverages - Topix.net
Nelson Peltz's 13F portfolio decreased from $9.43B to $8.56B. The number of positions decreased from 11 to 10. The top-three positions are Du Pont E l De Nemours, PepsiCo, and Mondelez International and they add up to just over 60% of the portfolio.
Tags: management
update
fund
portfolio
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