Private Equity Wire

NOVEMBER 12, 2024

on Monday after news that private equity firm Triton Partners has acquired a substantial stake in the drug discovery and development specialist ahead of a potential takeover bid for the company, according to a report by Bloomberg. Shares of Germany’s Evotec SE rose by up to 16.2%

Stakes 96

Stakes Private Equity Firms Private Equity Firms Buyout 96

Private Equity Wire

DECEMBER 17, 2024

Private investment house Ardian has acquired a 22.6% stake in FGP TopCo (TopCo), the holding company for Heathrow Airport Holdings, from Ferrovial SE and other TopCo shareholders, according to a recent release.

Stakes 92

Stakes Companies Shareholders Investors 92

The Motley Fool

JANUARY 2, 2025

They are also the company's largest shareholders, which means they have a direct stake in its long-term success. This will provide a further cash runway, but will also dilute existing shareholders. However, as part of the spinoff, Uber retained a stake in Serve and it currently holds around 12% of its outstanding shares.

Stakes 246

Stakes Shareholders Capital Investors 246

Private Equity Wire

DECEMBER 23, 2024

CDP Equity (CDPE), a subsidiary of the Cassa Depositi e Prestiti Group (CDP), and Trilantic Europe, a prominent pan-European private equity firm, have jointly acquired a majority stake in Diagram Group, an Italian agritech innovator. This acquisition marks the exit of the investment platform Nextalia, which had been a shareholder since 2022.

Stakes 98

Stakes Private Equity Firms Private Equity Firms Law Firms 98

Private Equity Wire

NOVEMBER 22, 2024

Vista Equity Partners has sold an $800m minority stake in LogicMonitor, a SaaS-based hybrid observability platform powered by artificial intelligence (AI), to a consortium of investors including PSG, Golub Capital, and others.

Stakes 97

Stakes Mergers and Acquisitions Debt Shareholders 97

The Motley Fool

JANUARY 3, 2025

million shares of Nvidia, nearly tripling his stake. million shares of Apple, reducing his stake by 90%. million shares of Nvidia, increasing his stake by 75%. Prospective investors should look elsewhere, and current shareholders should consider trimming their positions. Should you invest $1,000 in Nvidia right now?

Hedge Funds 246

Hedge Funds Stakes Asset Management Prospects 246

The Motley Fool

AUGUST 9, 2024

The Buffett-led conglomerate unwound a large chunk of its stake in the iPhone maker in the second quarter, the company revealed in its recent earnings report. Berkshire had begun selling Apple in the first quarter, and the value of its stake in the tech giant is down 56% from the end of 2023, when it was worth $174.3

Stakes 246

Stakes Taxes Conglomerates Banks 246

Private Equity Insights

MARCH 10, 2025

According to sources familiar with the matter, investment banks Jefferies and William Blair have been engaged to manage the sale process, expected to commence in the latter half of the year. Vista Equity first acquired a majority stake in 2016 and later merged Granicus with GovDelivery, another Vista-backed firm.

Private Equity Firms 165

Private Equity Firms Private Equity Firms Stakes Investment Banks 165

The Motley Fool

NOVEMBER 10, 2024

While this does not necessarily mean Buffett is making a directional call on the stock market, the Oracle of Omaha is being more cautious with his investments today as the market shoots up to all-time highs. He sold yet again in the third quarter, reducing the stake for Berkshire Hathaway to an estimated 300 million shares worth around $69.9

Stakes 245

Stakes Taxes Shareholders Portfolios 245

The Motley Fool

FEBRUARY 14, 2025

Where to invest $1,000 right now? Berkshire Hathaway's 13F spills the beans and allows investors to effectively mirror the investments of Buffett and his top advisors, Ted Weschler and Todd Combs. Company cash flow statements show that Berkshire's brightest investment minds have sold an aggregate of $166.2 1, 2022 and Sept.

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

Private Equity Wire

DECEMBER 12, 2024

Private equity firms have entered the National Football League (NFL) ownership arena for the first time, with Ares Management acquiring a 10% stake in the Miami Dolphins and an Arctos Sports Partners-led investor group acquiring a minority stake in the Buffalo Bills, according to a report by the Financial Times.

Private Equity Firms 96

Private Equity Firms Private Equity Firms Stakes Investing 96

The Motley Fool

FEBRUARY 27, 2025

Where to invest $1,000 right now? But perhaps the most insight can be gained from the Oracle of Omaha's annual shareholder letter. These letters often cover the basics, such as how Berkshire Hathaway performed in the latest year, as well as dive into the psyche of what characteristics Buffett looks for in his investments.

Investors 173

Investors Shareholders Stock Market Stock Market 173

Private Equity Wire

NOVEMBER 19, 2024

Private investment house Ardian has sold its 49% stake in Autopista Trados 45 (Trados) to Abertis, an international motorway operator headquartered in Spain. Abertis was already the majority shareholder in Trados.

Stakes 97

Stakes Shareholders Companies Investing 97

The Motley Fool

AUGUST 8, 2024

That goes double for their latest action -- a massive reduction in the Apple (NASDAQ: AAPL) position held in the bulging equity portfolio of Buffett's investment vehicle, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). That Apple stake swelled to a monster size, even for Berkshire. As July morphed into August, the company sold over $3.8

Stakes 246

Stakes Investors Banks Stock Exchanges 246

The Motley Fool

OCTOBER 17, 2024

Laffont completely exited Coatue's stake in Palantir Let me preface the following discussion by pointing out that Coatue Management is an actively managed fund. Further, Laffont reduced his fund's stake in 30 companies and completely sold out of 23 during the second quarter.

Stakes 246

Stakes Hedge Funds Asset Management Assets 246

The Motley Fool

OCTOBER 30, 2024

This selling activity has been particularly pronounced among his company's top investment holdings, including money-center colossus Bank of America (NYSE: BAC). Over that time, the Oracle of Omaha has overseen the sale of 266,546,544 shares of BofA stock, equating to about 26% of the stake Berkshire had held, as of the end of June.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

SEPTEMBER 8, 2024

began selling significant portions of its monster Apple stake. According to its latest 13-F filing with the Securities and Exchange Commission (SEC), Berkshire Hathaway reduced its Apple investment by approximately half in the second quarter. Should you invest $1,000 in Berkshire Hathaway right now?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 246

The Motley Fool

MARCH 6, 2025

Berkshire Hathaway , the massive conglomerate run by investing legend Warren Buffett , sold a lot of shares in 2024. Where to invest $1,000 right now? Since 2010, the company has distributed over $93 billion in dividends to shareholders. Should you invest $1,000 in American Express right now?

Stakes 173

Stakes Banks Conglomerates Portfolios 173

The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Buffett pointed to the value of his investment in Amex during his 2022 letter to shareholders.

Portfolios 241

Portfolios Stakes Investing Banks 241

Private Equity Insights

JANUARY 16, 2025

The IPO includes partial stake sales by current shareholders, including CPPIB, Cinven, and EQT. HBXs flotation could boost confidence among private equity firms looking to exit portfolio investments through public markets. HBX Group, a private equity-owned hotel room wholesaler, plans to raise up to 725m through an IPO in Spain.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Debt 130

The Motley Fool

SEPTEMBER 6, 2024

What's interesting about the Oracle of Omaha's success is that he's predominantly been an open book regarding what traits he looks for in investments. He's also a big fan of concentrating his company's invested assets in his best ideas. As you might imagine, top investment ideas would be expected to stick around for a long time.

Portfolios 246

Portfolios Investing Stakes Banks 246

The Motley Fool

FEBRUARY 20, 2025

Where to invest $1,000 right now? Ackman builds up sizable positions in select businesses with the hope of effecting corporate change and unlocking shareholder value. Bill Ackman is no stranger to long-term investing -- especially if he sees a bona fide value. Ackman's fund closed out 2024 with $12.6 million shares of Chipotle.

Stakes 130

Stakes Initial Public Offering Hedge Funds Shareholders 130

Private Equity Wire

JANUARY 6, 2025

Coalesce Capital (Coalesce), a private equity firm focused on investing in business services companies, has completed a majority growth recapitalisation in executive compensation and leadership consultancy, Pearl Meyer & Partners (Pearl Meyer). Existing minority institutional investors meanwhile, have exited their investment.

Capital 97

Capital Private Equity Firms Private Equity Firms Consultants 97

The Motley Fool

JULY 21, 2024

To this end, the company has attracted increased interest from institutional investors, with GSA Capital Partners increasing its stake in the stock. Nonetheless, investors should understand that this is not a new position for the investment management company, and its trading behavior is difficult for outsiders to understand.

Stakes 245

Stakes Investors Debt Capital 245

The Motley Fool

AUGUST 2, 2024

The Oracle of Omaha poured tens of billions of dollars into Apple stock between 2016 and 2018, amassing a huge stake in the iPhone maker. That stake is now worth around $173 billion. That is Berkshire's cash and cash equivalents balance, which Buffett invests almost all of in short-term Treasury bonds.

Portfolios 246

Portfolios Investing Shareholders Stakes 246

Private Equity Wire

JANUARY 22, 2025

UK-based European private equity firm TDR Capital has made a majority investment in CorpAcq, a business acquisition compounder based in Altrincham, UK, which specialises in investment in UK SMEs with a focus on industrial products and services. CorpAcq shareholders were advised by UBS and Reed Smith.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Capital Stakes 97

The Motley Fool

AUGUST 28, 2024

Buffett has more money invested in one asset than he does in Apple, American Express , Bank of America , Coca-Cola , Chevron , and Occidental Petroleum combined. Buffett's biggest holding by far Berkshire Hathaway has big bucks invested in its five largest stock holdings. Its stake in Apple is worth $90.7 billion and $14.6

Banks 245

Banks Conglomerates Stakes Investing 245

The Motley Fool

OCTOBER 21, 2024

Englander's Millennium dumped more than half its stake in Palantir over three months Palantir has been a continuous holding in Millennium Management's mammoth portfolio since it became a public company in September 2020. This lifted Millennium's stake in the beverage leader by 347% in a three-month period to 7,009,050 shares.

Stakes 246

Stakes Hedge Funds Public Companies Asset Management 246

The Motley Fool

OCTOBER 23, 2024

Riding Buffett's coattails has been a surefire long-term investment strategy. 1, 2022 through June 30, 2024), Buffett and his top investing aides, Todd Combs and Ted Weschler, have sold close to $132 billion more in stocks than they've purchased. The accurately dubbed "Oracle of Omaha" has led his company's Class A shares (BRK.A)

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

JANUARY 13, 2025

Where to invest $1,000 right now? Admittedly, with potentially half its annual budget at stake, NASA probably should be careful about awarding an MSR contract. For shareholders, this would be astoundingly good news. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late.

Bidding 246

Bidding Stakes Shareholders Returns 246

The Motley Fool

NOVEMBER 19, 2024

Coatue Management's Philippe Laffont also has a phenomenal investing track record. Laffont's fund, which primarily invests in tech stocks and innovation-driven businesses, closed out the third quarter with $26.9 billion in combined cash, cash equivalents, and short-term investments, plus another $6.5 Image source: Getty Images.

Stakes 233

Stakes Hedge Funds Prospects Accounting 233

The Motley Fool

JULY 7, 2024

He likes to invest in companies with steady growth, reliable profitability, strong management teams, and shareholder-friendly initiatives like dividend payments and stock buyback programs. Berkshire Hathaway owns a $2 billion stake in Amazon, representing just 0.5% Should you invest $1,000 in Snowflake right now?

Portfolios 246

Portfolios Conglomerates Initial Public Offering Investing 246

The Motley Fool

JUNE 27, 2024

While all three of these high-flying stock-split stocks (for better or worse) have a place on my watchlist, they won't be found in my 42-stock investment portfolio. But let's be clear: I haven't more than quadrupled my stake in Sirius XM because of any stock split. Should you invest $1,000 in Sirius XM right now?

Stakes 244

Stakes Mutual Funds Stock Exchanges Shareholders 244

The Motley Fool

JULY 29, 2024

He amassed this fortune by buying businesses (notably including Berkshire Hathaway ) and investing in stocks. Could you rack up hefty profits by investing in ETFs that Buffett likes? Here's how much money you'd have now if you invested $10,000 in Buffett's favorite ETF 10 years ago. Image source: The Motley Fool.

Exchange-Traded Funds 246

Exchange-Traded Funds Conglomerates Investing Stakes 246

The Motley Fool

SEPTEMBER 16, 2024

for shareholders. So, when Buffett makes changes in Berkshire's investment portfolio, the whole investing world pays attention. And he has been rapidly amassing a position in one super-safe investment -- a position that is approaching 50% of the company's entire investment portfolio. That's nearly twice the 10.2%

Portfolios 246

Portfolios Investing Taxes Banks 246

The Motley Fool

AUGUST 18, 2024

Altogether, Berkshire's brightest investment minds have sold $131.6 billion worth of Bank of America shares since the third quarter began, Berkshire's investment team looks to be well on its way to making it an eighth straight quarter of net-selling activity. Should you invest $1,000 in Sirius XM right now? dividend yield.

Stakes 246

Stakes Legal Banks Stock Exchanges 246

The Motley Fool

OCTOBER 28, 2024

Lengthy books have been written detailing the Oracle of Omaha's investing philosophy. But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. of more than 5,500,000%! Apple: $92.2 billion (29.4%

Portfolios 246

Portfolios Investing Banks Exchange-Traded Funds 246