Private Equity Insights

JANUARY 16, 2025

The IPO includes partial stake sales by current shareholders, including CPPIB, Cinven, and EQT. The company, acquired by CPPIB and Cinven in 2016 for 1.2bn, aims to capitalise on Europes recovering IPO market. HBX Group, a private equity-owned hotel room wholesaler, plans to raise up to 725m through an IPO in Spain.

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Private Equity Firms Private Equity Firms Stakes Debt 130

The Motley Fool

DECEMBER 17, 2024

Brookfield spun off its asset management business last year, but it maintains a 73% ownership stake in it. Additionally, Brookfield's private stake will become publicly tradable shares of the asset management business. Hilton (14%) Ackman's position in Hilton (NYSE: HLT) had a false start in 2016. stock indexes.

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Hedge Funds Portfolios Asset Management Funds 245

Private Equity Professional

NOVEMBER 21, 2024

Battery Ventures established PST in 2016 through the acquisition of UK-based Michell Instruments. In December 2020, AEA Investors acquired a majority stake in PST, while Battery retained a minority interest. The company is led by CEO Adam Markin. AEA and Battery have been excellent partners to PST.

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Enterprise Values Stakes Portfolios Funds 130

The Motley Fool

NOVEMBER 24, 2023

sold $7 billion worth of public equity holdings , including its entire stake in United Parcel Service (NYSE: UPS). After all, UPS had a higher price-to-earnings ratio than Apple when Buffett began buying it in 2016. In Q3, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Image source: Getty Images.

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PE Hub

NOVEMBER 8, 2023

The seller is Accel-KKR, which first invested in IntegriChain in 2016. The post Nordic Capital to take majority stake in pharma tech firm IntegriChain appeared first on PE Hub.

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Stakes Capital Investing 155

The Motley Fool

OCTOBER 23, 2024

1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares , or 56%, to precisely 400 million shares. Over the past year, Buffett and his team built their stakes in two share classes of Liberty Sirius XM Group's stock, as well as Sirius XM Holdings. In a three-quarter period from Oct.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

JUNE 27, 2024

It marks the first split in Broadcom's history, since being acquired by Avago Technologies in 2016. Rather, the stock-split stock I've more than quadrupled my stake in over the last two months is the only high-profile business to notify its shareholders of a coming reverse split. Image source: Getty Images.

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The Motley Fool

DECEMBER 21, 2023

First purchased by Berkshire in 2016, Apple is now the conglomerate's largest publicly held stock, making up 50% of its $313 billion investment portfolio. Berkshire first bought a stake in Apple in 2016 As amazingly as Berkshire Hathaway has performed, it hasn't been perfect. Image source: The Motley Fool. Here's why.

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Portfolios Stakes Conglomerates Investing 245

The Motley Fool

FEBRUARY 20, 2025

Based on data from 13F aggregate WhaleWisdom.com, Ackman's fund has been a continuous shareholder since the third quarter of 2016 and has an estimated cost basis in Chipotle of less than $9 per share. During the December-ended quarter, Pershing Square dumped more than 4.1 million shares of Chipotle.

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Stakes Initial Public Offering Hedge Funds Shareholders 130

The Motley Fool

AUGUST 13, 2023

Buffett first bought a stake in the iPhone maker in the first quarter of 2016. And after Berkshire was already a shareholder, the company launched the AirPods in September 2016. At the start of 2016, Apple's market capitalization was just under $600 billion, so it was the world's most valuable company then, too.

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Conglomerates Stakes Shareholders Capital 245

Private Equity Insights

JULY 4, 2023

Elite Italian bicycle maker Pinarello changes hands Fausto Pinarello, the son of the founder of the bicycle group, would maintain a stake in the company and his role as chairman, L Catterton said in a statement. L Catterton had bought Pinarello in 2016. ($1 1 = 0.9160 euros) Source: Reuters Can’t stop reading?

Private Equity Firms 246

Private Equity Firms Private Equity Firms Stakes Investment Firms 246

The Motley Fool

FEBRUARY 27, 2025

Despite this unwavering optimism, the Oracle of Omaha is an exceptionally picky investor who wants a perceived value when he's building a stake in a publicly traded company. When top holding Apple (NASDAQ: AAPL) was added to Berkshire's portfolio in the first quarter of 2016, it traded at a P/E multiple in the low teens.

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Investors Shareholders Stock Market Stock Market 173

Private Equity Wire

DECEMBER 16, 2024

Carlyle Group has secured private credit financing to acquire a majority stake in Australian waste management company Waste Services Group (WSG), according to a report by Bloomberg, citing sources familiar with the matter. The funds will support Carlyles purchase of the stake from Livingbridge, the anonymous source said.

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Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 80

Private Equity Wire

OCTOBER 29, 2024

The report cites unnamed sources familiar with the situation as highlighting that Viridium, which is valued at around €3bn ($3.2bn), has attracted interest from notable players including Blackstone, Deutsche Bank’s DWS Group, Partners Group, and insurers like Assicurazioni Generali, which already holds a minority stake in the business.

Bidding 96

Bidding Private Equity Firms Private Equity Firms Asset Management 96

The Motley Fool

JULY 28, 2024

After purchasing shares of Apple (NASDAQ: AAPL) in the first quarter of 2016, this " Magnificent Seven Stock " now makes up 43% of Berkshire's $400 billion portfolio. That's thanks to a monster 730% rise in the share price since the start of 2016. during the first quarter of 2016. There was minimal financial risk.

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Portfolios Investing Conglomerates Prospects 228

The Motley Fool

JULY 7, 2024

Berkshire Hathaway bought its stake in Snowflake around the time of the data cloud specialist's initial public offering in 2020, so it likely paid around $120 per share. Berkshire Hathaway owns a $2 billion stake in Amazon, representing just 0.5% billion -- even after it sold 13% of its stake (for tax reasons) earlier this year.

Portfolios 246

Portfolios Conglomerates Initial Public Offering Investing 246

Private Equity Insights

JULY 10, 2023

This development comes as Gautam Adani is said to be looking to exit non-core businesses to conserve capital for the core operations Promoters of Adani Capital own nearly 90 per cent of the company, as per a report in The Economic Times, while the rest 10 per cent is owned by investment banker Gaurav Gupta who had joined the group in 2016.

Bidding 236

Bidding Capital Initial Public Offering Private Equity Firms 236

The Motley Fool

FEBRUARY 25, 2024

Since he first bought shares of the tech giant in the first quarter of 2016, Apple's market cap has increased by close to $2.2 Berkshire now owns a stake in Occidental Petroleum that's worth close to $14.9 At Berkshire Hathaway's 2016 shareholder meeting, he referred to buying lottery tickers as "mathematically unsound."

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Stakes Shareholders Portfolios Returns 246

The Motley Fool

APRIL 28, 2024

What sets Ackman apart from his hedge fund colleagues is that Pershing Square owns large stakes in just eight to 12 companies and generally holds them for years. Ackman first purchased Chipotle stock back in 2016 after the company experienced a spate of food safety issues which caused the stock to lose half its value.

Hedge Funds 246

Hedge Funds Portfolios Investors Stakes 246

The Motley Fool

SEPTEMBER 14, 2023

Berkshire Hathaway , led by legendary investor Warren Buffett , first purchased shares of the tech giant in the first quarter of 2016, a decision that has proved to be remarkably lucrative. Today, Berkshire holds a $164 billion stake, so the iPhone maker represents 46% of its entire public equities portfolio.

Portfolios 246

Portfolios Investing Stakes Prospects 246

The Motley Fool

NOVEMBER 16, 2024

Among Son's best-known investments are Alibaba , Yahoo, Uber , DoorDash , WeWork, and Arm Holdings (NASDAQ: ARM) , in which Softbank owns roughly a 90% stake. Softbank took the company private in 2016 for $32 billion, and today that stake is worth roughly $130 billion.

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Investors Stakes Shareholders Capital 246

The Motley Fool

FEBRUARY 19, 2024

1, 2016, your investment would now be worth just into seven figures. In its fiscal 2016 (which ended Jan. 31, 2016), the company reported $5 billion in revenue. That's a massive step up from the company's $30 billion market cap back in August 2016. Assuming you bought $20,000 worth of Nvidia stock on Aug.

Investing 246

Investing Stakes Debt Capital 246

Private Equity Wire

NOVEMBER 15, 2024

Insight Partners initially acquired Diligent for $624m in 2016, taking it private from the New Zealand stock exchange. Clearlake Capital and Blackstone acquired minority stakes in 2018 and 2020, respectively. The company has a strong customer base, with over 700,000 users in top leadership roles globally.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

The Motley Fool

SEPTEMBER 6, 2024

Berkshire Hathaway cut its stake in Apple (NASDAQ: AAPL) by almost 50% during the second quarter. Even though he halved his company's stake during the second quarter alone (after also selling some shares in the first quarter), Apple remains Berkshire Hathaway's top holding. It makes up about 30% of the company's portfolio.

Stakes 130

Stakes Education Prospects Taxes 130

The Motley Fool

MARCH 10, 2024

Prior to the IPO, Arm had been owned by Softbank Group (OTC: SFTBF) , which took the company private back in 2016. Softbank could also retain its entire stake, as Arm looks like its most promising play on the AI boom at the moment. What to expect from Arm's lockup expiration Less than 10% of Arm's 1.03 Softbank sold 95.5 of the stock.

Stakes 245

Stakes Shareholders Returns Companies 245

The Motley Fool

OCTOBER 24, 2024

Warren Buffett originally invested in the stock in 2016. After a sharp climb in the stock price, the position had swelled to a stake worth $174 billion at the end of 2023, making it one of the most profitable investments of Buffett's career. Despite reducing the stake this year, it's apparent that Buffett still likes Apple's business.

Stakes 246

Stakes Leveraging Shareholders Returns 246

The Motley Fool

APRIL 28, 2024

In total, there are nearly four dozen stocks in which the conglomerate has a stake. Warren Buffett first purchased this " Magnificent Seven " stock in the first quarter of 2016. In fact, in surprising fashion, the business posted an 8% revenue drop in fiscal 2016 after sales jumped 28% the previous year.

Portfolios 189

Portfolios Conglomerates Investing Stakes 189

The Motley Fool

FEBRUARY 18, 2024

Let's discuss Berkshire's stake in Apple, what Berkshire's moves could indicate about its thoughts on the market, and what you should do if you own or want to buy the tech stock. Berkshire's evolving Apple position Berkshire began acquiring Apple stock in 2016. Image source: Getty Images. As of the end of 2023, Berkshire held 905.6

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Taxes Stakes Banks Shareholders 246

The Motley Fool

MAY 30, 2024

His fund first bought the stock during the second half of 2016, and it has earned considerable returns since that time. When Ackman's fund first bought its stock in 2016, Chipotle had a 10-year track record as a public company and had expanded to about 2,000 restaurants. In total, Pershing Square has purchased 2.9 However, close to 2.2

Investing 234

Investing Shareholders Public Companies Stakes 234

The Motley Fool

DECEMBER 17, 2023

Buffett's is betting big on Apple Buffett's been at the helm of Berkshire since 1965, but one of its biggest investments of all time didn't enter the equity portfolio until 2016. That was the year Berkshire began building an enormous stake in Apple (NASDAQ: AAPL) , which has quickly become the conglomerate's largest holding.

Portfolios 246

Portfolios Stakes Conglomerates Banks 246

The Motley Fool

AUGUST 22, 2024

Berkshire slashed its largest position by half Berkshire spent around $38 billion acquiring shares in iPhone maker Apple between 2016 and 2023. In the first quarter of 2024 (ended March 31), Berkshire sold around 13% of its Apple stake for tax reasons (according to Buffett). Image source: The Motley Fool.

Conglomerates 246

Conglomerates Stakes Taxes Shareholders 246

The Motley Fool

AUGUST 17, 2024

The well-known activist, who describes himself as a fundamental value investor, made a name for himself by taking sizable stakes in companies and pushing leaders to make changes that increase shareholder value. Pershing Square holds more than 23 million shares of Restaurant Brands International (NYSE: QSR) , in a stake worth $1.6

Portfolios 244

Portfolios Stakes Hedge Funds Investors 244

The Motley Fool

MAY 10, 2024

He etched his name into Wall Street history by going against hedge fund norms, acquiring significant stakes in just a few companies, and holding them for the long term. To close out 2023, Pershing Square held stakes in just eight stocks, but one stands head and shoulders above the rest. Image source: Getty Images.

Hedge Funds 245

Hedge Funds Portfolios New York Stock Exchange Stakes 245

The Motley Fool

JANUARY 31, 2024

The conglomerate's stake is currently worth close to $175.9 One of Berkshire's other investment managers first bought 10 million shares of Apple in May 2016. Berkshire's stake in the e-commerce and cloud services giant is currently worth around $1.6 Like Berkshire, NEAM has a stake in Apple. I think it's possible.

Stakes 246

Stakes Conglomerates Investing Asset Management 246

The Motley Fool

OCTOBER 24, 2024

Plus, Berkshire is on track to earn $776 million in dividends from its Coca-Cola stake in 2024 alone. It spent approximately $38 billion acquiring shares in the iPhone maker between 2016 and 2023. billion worth of repurchases since 2018, which is twice as much as Berkshire spent building its stake in Apple. But that's not all.

Conglomerates 246

Conglomerates Companies Stakes Shareholders 246

The Motley Fool

SEPTEMBER 23, 2024

million shares of nvidia in the first half of 2024, cutting his stake by 63%. million shares of Nvidia in the first half of 2024, reducing his stake by 38%. million shares of Nvidia in the first half of 2024, slashing his stake by 93%. million shares of Nvidia in the first half of 2024, slashing his stake by 93%.

Hedge Funds 246

Hedge Funds Funds Stakes Exchange-Traded Funds 246

The Motley Fool

JULY 21, 2024

million shares of Nvidia in the first quarter, reducing his stake 68%. million shares of Nvidia in the first quarter, reducing his stake by 38%. Israel Englander of Millennium Management sold 720,004 shares of Nvidia in the first quarter, reducing his stake by 35%. Ken Griffin at Citadel Advisors sold 2.4 David Shaw at D.E.

Hedge Funds 246

Hedge Funds Funds Stakes Assets 246