The Motley Fool

OCTOBER 30, 2024

When Berkshire holds a greater than 10% stake in a public company, it's required to file a Form 4 with the SEC disclosing share acquisitions and dispositions within two business days of a transaction. Lastly, Warren Buffett is a huge fan of robust capital-return programs. This means more interest income for Chubb.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Initial Public Offering 246

The Motley Fool

AUGUST 22, 2024

Despite these first-mover advantages, Griffin's Citadel sold 9,282,018 shares of Nvidia during the June-ended quarter , ultimately reducing its stake by 79.3%. million shares purchased increased Citadel's stake in Palantir by 1,140% over where things stood on March 31, 2024. Pinterest is also swimming with available capital.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

The Motley Fool

NOVEMBER 19, 2024

Over the last 18 months, Laffont and his team have shown a collective 39,663,859 shares of the world's largest publicly traded company to the door, thereby reducing Coatue's stake by 80%! Laffont and his team are likely also enamored with Alibaba's massive treasure chest and its robust capital-return program.

Stakes 233

Stakes Hedge Funds Prospects Accounting 233

Private Equity Insights

JANUARY 15, 2025

IFM Investors has acquired a 49% stake in Splend, a $200m startup providing vehicle financing solutions for rideshare drivers. The capital injection will allow Splend to scale its operations and capture new opportunities in the rapidly expanding rideshare sector. Source: IFM Investors Can’t stop reading?

Stakes 130

Stakes Startups Investors Venture Capital 130

The Motley Fool

OCTOBER 16, 2024

Cohen has dumped almost the entirety of Point72's stake in Nvidia At the end of September 2023, Cohen's fund held 16,457,320 shares of Nvidia, which made it Point72's fifth-largest stock holding by market value (excluding options). The magnitude of this split, 50-for-1 , was one of the largest in the history of the New York Stock Exchange.

Stakes 246

Stakes New York Stock Exchange Hedge Funds Asset Management 246

Private Equity Insights

JANUARY 15, 2025

GIP, a private equity firm managing over $100bn in assets, owns stakes in Gatwick Airport and offshore wind projects. Read more IFM Investors acquires 49% stake in Splend to drive rideshare growth IFM Investors has acquired a 49% stake in Splend, a $200m startup providing vehicle financing.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Startups Venture Capital 246

Private Equity Insights

JANUARY 15, 2025

Kering, the luxury group behind Gucci and Saint Laurent, has sold 60% of its stakes in three prime Paris properties to French private equity firm Ardian for 837m. The sale allows Kering to free up capital while keeping control of key retail locations. Source: Financial Times Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Startups 130

Private Equity Insights

JANUARY 9, 2025

True Religion announced on Tuesday that private equity firm Acon Investments has acquired a majority stake in the company. SB360 Capital Partners, chaired by American Eagles CEO Jay Schottenstein, also took part in the deal. True Religion stated that the acquisition would support the expansion of its product range and global presence.

Private Equity Firms 264

Private Equity Firms Private Equity Firms Investing Depreciation 264

Private Equity Insights

JANUARY 8, 2025

KKR pushes Fuji Soft to file lawsuits against Bain Capital, alleging violations of a non-disclosure agreement. Bain Capital confirmed on Tuesday that it destroyed the confidential information obtained during the due diligence process, but would continue with the (now hostile) bid for Fuji Soft. Billion US pipeline operator ONEOK Inc.

Due Diligence 147

Due Diligence Private Equity Firms Private Equity Firms Capital 147

The Motley Fool

DECEMBER 19, 2024

17), and Druckenmiller's fund opened its nearly 770,000-share stake in Palantir at some point during the fourth quarter of 2023. Druckenmiller and his top advisors might also be attracted to Broadcom's favorable capital-return program. At least some portion of this selling activity can likely be attributed to benign profit-taking.

Stakes 246

Stakes Assets Asset Management Banks 246

The Motley Fool

DECEMBER 4, 2024

Druckenmiller oversees nearly $3 billion in AUM at Duquesne Family Office, with this capital spread across 75 positions, which can include put and call options, as well as short positions, the latter of which wouldn't be published in a 13F.

Stakes 246

Stakes Asset Management Hedge Funds Assets 246

The Motley Fool

AUGUST 19, 2024

Apple: Sold 389,368,450 shares (reduced stake by 49.33%) The jaw-dropper of Berkshire Hathaway's 13F, which was technically given away earlier this month by the release of the company's second-quarter operating results, was the nearly 50% reduction in top holding Apple (NASDAQ: AAPL). Let's be crystal clear: This was not a Buffett buy.

Stakes 246

Stakes Initial Public Offering Debt Taxes 246

The Motley Fool

OCTOBER 2, 2024

With the sale of its 70% stake in satellite television provider DIRECTV, telecom giant AT&T (NYSE: T) is finally fully out of the media business. The company previously sold a 30% stake in DIRECTV to a private equity buyer, and it spun off and merged Time Warner with Discovery to create Warner Bros. It paid a staggering $48.5

Stakes 246

Stakes Conglomerates Debt Taxes 246

Private Equity Insights

JANUARY 7, 2025

A Blackstone-led investor group is acquiring a majority stake in US accounting firm Citrin Cooperman, valuing the company at over $2bn, according to sources cited by the Financial Times on Tuesday. agreed to buy a Permian Basin rival and a controlling stake in. This could mark Blackstones first investment in the accounting sector.

Accounting 237

Accounting Private Equity Firms Private Equity Firms Stakes 237

The Motley Fool

SEPTEMBER 30, 2024

Right now, Ares Capital (NASDAQ: ARCC) and PennantPark Floating Rate Capital (NYSE: PFLT) offer yields above 9%, and there's a pretty good chance that they'll be able to maintain their payouts over the long term. Ares Capital Ares Capital is the world's largest publicly traded business development company ( BDC ).

Investors 245

Investors Debt Professional Services Stakes 245

The Motley Fool

JULY 19, 2024

Even though he and his top investment aides, Ted Weschler and Todd Combs, are currently overseeing a 44-stock, $416 billion investment portfolio at Berkshire , they all strongly believe in putting an outsized amount of capital to work in their best ideas. I'd be remiss if I didn't also mention Apple's market-leading capital-return program.

Portfolios 246

Portfolios Investing Stakes Banks 246

The Motley Fool

AUGUST 15, 2024

Shares of Nike (NYSE: NKE) were moving higher today after investors responded favorably to news that Bill Ackman's Pershing Square Capital Management Fund had taken a stake in the company, which was reported in Pershing Square's 13-F filing last night. As a result, shares of Nike were up 3.8% as of 11:43 a.m. ET on Thursday.

Stakes 240

Stakes Funds Portfolios Capital 240

The Motley Fool

DECEMBER 4, 2024

One of the biggest winners in the AI revolution is semiconductor stock Nvidia , which has gained an eye-popping 717% since the release of ChatGPT -- a move that's propelled it to become one of the world's most valuable companies by market capitalization. It's obvious that investors have been celebrating Nvidia during this AI frenzy.

Stakes 246

Stakes Hedge Funds Assets Returns 246

The Motley Fool

OCTOBER 20, 2024

Companies like Archer-Daniels-Midland (NYSE: ADM) , Hercules Capital (NYSE: HTGC) , and Royalty Pharma (NASDAQ: RPRX) are raising their payouts rapidly. Hercules Capital Hercules Capital is a specialized financier of start-up businesses in the life sciences and technology industries. yield if both dividends hold steady in 2025.

Stakes 246

Stakes Finance Financing Capital 246

The Motley Fool

SEPTEMBER 16, 2024

The following hedge fund billionaires have navigated the situation by selling shares of Nvidia in the second quarter, and redeploying capital into the Invesco QQQ Trust (NASDAQ: QQQ) , a growth-focused index fund that tracks the Nasdaq-100 index. Cliff Asness at AQR Capital sold 1.3 million shares of Nvidia, shrinking his stake by 8%.

Funds 243

Funds Stakes Hedge Funds Stock Exchanges 243

The Motley Fool

AUGUST 1, 2024

Louis Bacon of Moore Capital Management sold 2,006 shares of Nvidia, reducing his stake by 19%. Israel Englander of Millennium Management sold 720,004 shares of Nvidia, reducing his stake by 35%. million shares of Nvidia, reducing his stake by 38%. David Shaw of D.E. Shaw sold 1.4

Stakes 246

Stakes Hedge Funds Capital Portfolios 246

The Motley Fool

OCTOBER 31, 2024

Brookfield has secured several deals this year, including agreeing to buy a majority stake in French renewable energy producer and developer Neoen. The Brookfield partnership will acquire 12.45% minority stakes in four operational U.K. The transaction will allow Orsted to recycle capital into new investment opportunities.

Asset Management 244

Asset Management Stakes Assets Banks 244

The Motley Fool

OCTOBER 6, 2024

The shift to a for-profit AI powerhouse This isn't the first mega-capital raise OpenAI has closed. Since the deal terms were never fully disclosed -- and given OpenAI's current structure -- it's unclear whether Microsoft received an equity stake for its money. Thrive Capital, which invested a reported $1.25 Tiger Global.

Startups 246

Startups Initial Public Offering Investing Stakes 246

Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. BlackRock had previously acquired a controlling stake in the business from private equity firm Kohlberg & Company in February 2023.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

Private Equity Insights

JANUARY 16, 2025

The capital was secured from a broad range of global investors, including pension funds, insurance companies, sovereign wealth funds, and family offices. Ardians secondary platform focuses on acquiring stakes in existing private equity funds and portfolios, offering liquidity to institutional investors looking to rebalance their holdings.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Pension Funds Stakes 147

The Motley Fool

AUGUST 21, 2024

Make note that this figure excludes the two index funds Berkshire currently holds small stakes in -- the Vanguard S&P 500 ETF and SPDR S&P 500 ETF Trust -- because index funds are comprised of baskets of securities and aren't themselves stocks. Here's a thorough breakdown of Warren Buffett's portfolio at Berkshire Hathaway.

Portfolios 246

Portfolios Stakes Banks Exchange-Traded Funds 246

The Motley Fool

NOVEMBER 8, 2024

in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% Based on the data provided in Berkshire Hathaway's quarterly earnings, Buffett slashed Berkshire's remaining stake in Apple by 25% during the quarter, leaving the company with approximately 300 million shares of the stock. through 2023.

Investors 246

Investors Stakes Banks Taxes 246

The Motley Fool

JULY 23, 2024

The diversified REIT owns a small stake in the leading cold storage operator. Last year, the REIT noted that its stake was worth around $400 million. It then intends to monetize its stake in the company. It can start selling off its stake shortly after Lineage's IPO, giving it additional capital to fund new investments.

Initial Public Offering 245

Initial Public Offering Exit Strategy Stakes Portfolios 245

The Motley Fool

JULY 11, 2024

Adding an accelerant Brookfield Renewable and some partners (its parent, Brookfield Asset Management , and Singapore's state investment company Temasek) recently struck a deal to acquire a majority stake in Neoen from some of its largest shareholders.

Asset Management 246

Asset Management Leveraging Stakes Assets 246

The Motley Fool

OCTOBER 2, 2024

If you had invested $150 into the company when shares first debuted, though, your stake would be worth just $17 today. In three years, your $150 stake would have shrunk to only $17. In part, its poor performance relates to the fact that the company operates in a capital-intensive and highly competitive industry.

Initial Public Offering 246

Initial Public Offering Stakes Investing Returns 246

The Motley Fool

NOVEMBER 21, 2024

One of the most widely followed is Stanley Druckenmiller, who ran Duquesne Capital Management for nearly 30 years with an impeccable track record of generating an average annual return of 30%. Natera (15.34% of his portfolio) Druckenmiller's biggest buy in the quarter was Natera (NASDAQ: NTRA) , in which he nearly doubled his stake, adding 1.59

Stakes 246

Stakes Capital Returns Portfolios 246

The Motley Fool

NOVEMBER 3, 2024

So why are Ken Griffin and his team at Citadel selling a huge portion of their stake? million shares of Nvidia -- almost 80% of Citadel's stake. The sale of 80% of his stake may look like a cause for concern, but without more information, it's likely this is just a repositioning.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Stakes Funds 246

Private Equity Insights

JANUARY 15, 2025

This signals renewed investor interest and government efforts to reinvigorate the UKs capital markets. Fast-fashion giant Shein is backed by General Atlantic, Tiger Global Management, and Sequoia Capital and valued at $66bn in 2022. Digital bank Monzo, backed by Coatue and Capital G, has also hinted at potential London IPOs.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Stock Exchanges Stakes 147

The Motley Fool

SEPTEMBER 18, 2024

The characteristics Buffett craves are sustainable moats/competitive advantages, strong management teams, and time-tested businesses that often have exceptional capital-return programs. This has incrementally increased Berkshire Hathaway's ownership stake in Apple, as well as provided a hearty lift to Apple's earnings per share.

Portfolios 245

Portfolios Investing Banks Stakes 245

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. trillion in profit.

Investors 246

Investors Stakes Shareholders Capital 246

The Motley Fool

JULY 9, 2024

On June 17, Buffett and his investment aides, Todd Combs and Ted Weschler, made their most recent purchase and increased Berkshire's stake in Occidental to 255,281,524 shares. This nearly 29% stake has been built up by Buffett and his cohorts in just 30 months. This supply tightness should benefit the spot price of crude oil.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

Private Equity Insights

JANUARY 16, 2025

read more Bain Capital acquires stake in leading automotive company Bain Capital has acquired a minority stake in an Indian auto components manufacturer. read more Sagard launches first private equity fund for retail investors Sagard, a global alternative asset manager, launched its first private equity fund designed for.

Stakes 147

Stakes Asset Management Leveraging Assets 147