Private Equity Wire

DECEMBER 17, 2024

stake in FGP TopCo (TopCo), the holding company for Heathrow Airport Holdings, from Ferrovial SE and other TopCo shareholders, according to a recent release. Private investment house Ardian has acquired a 22.6% The investment, which makes Ardian Heathrows largest investor, aims to support the airport in delivering sustainable growth.

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Stakes Companies Shareholders Investors 92

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 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.

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Stakes Shareholders Capital Investors 246

The Motley Fool

DECEMBER 17, 2024

He then uses his sway as a large shareholder to influence management and unlock value. 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. stock indexes.

Hedge Funds 245

Hedge Funds Portfolios Asset Management Funds 245

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. He also sold 4.9

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

The Motley Fool

DECEMBER 25, 2024

He buys into companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes, which help to compound his returns over time. However, Berkshire's stake is worth $2.2 That would have been enough to turn a $1,000 investment into $42.5

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Portfolios Investing Stakes Conglomerates 246

The Motley Fool

MARCH 6, 2025

Berkshire significantly trimmed its stakes in two of its largest holdings, Apple and Bank of America , and the company hasn't been too interested in buying its own stock, repurchasing far fewer shares in 2024 than in prior years. Since 2010, the company has distributed over $93 billion in dividends to shareholders.

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Stakes Banks Conglomerates Portfolios 246

The Motley Fool

NOVEMBER 10, 2024

He sold yet again in the third quarter, reducing the stake for Berkshire Hathaway to an estimated 300 million shares worth around $69.9 Earlier in the year, he sold close to 400 million shares, which reduced the company's stake by around half.

Stakes 245

Stakes Taxes Shareholders Portfolios 245

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

Private Equity Insights

MARCH 10, 2025

Vista Equity first acquired a majority stake in 2016 and later merged Granicus with GovDelivery, another Vista-backed firm. Harvest Partners joined as a significant shareholder in 2020 after acquiring a stake from Vista and K1 Investment Management.

Private Equity Firms 165

Private Equity Firms Private Equity Firms Stakes Investment Banking 165

The Motley Fool

AUGUST 8, 2024

If we're lucky, the famed investor will expound on a particular move in one of his famously well-written letters to shareholders. The point is, we don't know yet exactly why he and his team decided to unload such a big chunk of Apple stock or whether they intend to keep selling or maintain most or all of their still-sizable stake.

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Stakes Investors Banks Stock Exchanges 246

The Motley Fool

FEBRUARY 14, 2025

Form 4 filings show that Buffett and his crew added to Berkshire Hathaway's stake in Occidental Petroleum (NYSE: OXY) , as well, during the fourth quarter. million shares purchased increased Berkshire's stake to north of 264 million shares. The nearly 8.9

Securities and Exchange Commission (SEC) 228

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

Private Equity Insights

MARCH 19, 2025

T&D Holdings will become the largest shareholder, while Allianz will acquire a 25% stake. The deal marks a significant exit for the British buyout firm following heightened regulatory scrutiny of private equity ownership in the insurance sector. The transaction values Viridium at 3.5bn, including debt.

Mergers and Acquisitions 147

Mergers and Acquisitions Buyout Bidding Stakes 147

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. Then you’ll want to hear this.

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Stakes Hedge Funds Asset Management Assets 246

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. Since July 17, Buffett's company has disclosed 16 separate Form 4 filings concerning Bank of America.

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. The company consistently repurchases stock to reduce its outstanding shares, which is good news for the remaining shareholders. It finally happened. This year, Warren Buffett and Berkshire Hathaway (NYSE: BRK.B) (NYSE: BRK.A) It currently trades at a low P/E ratio of 14.4

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 246

Private Equity Insights

JANUARY 15, 2025

Private equity firm TSG Consumer Partners bought a 22% stake in BrewDog in 2017 for around 213m. Nonetheless, founder James Watt remains a significant shareholder, and the company has yet to start a formal process. Craft beer brand BrewDog , with a valuation of 1.8bn, has expressed interest in a London IPO.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Stock Exchanges Stakes 147

Private Equity Insights

JANUARY 16, 2025

The IPO includes partial stake sales by current shareholders, including CPPIB, Cinven, and EQT. read more Gucci owner sells 837m stakes in Paris properties to private equity firm Ardian Kering, the luxury group behind Gucci and Saint Laurent, has sold 60% of its stakes in three prime.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Debt 130

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. Most of that debt came from its prolonged shutdown during the pandemic and remains a tremendous burden given its $362 million in shareholders' equity.

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Stakes Investors Debt Capital 245

Private Equity Wire

JANUARY 22, 2025

Simon Orange and the existing CorpAcq management team will maintain a significant shareholding and continue to run the business. CorpAcq shareholders were advised by UBS and Reed Smith. According to a press statement, TDR’s investment in the business will primarily support future CorpAcq acquisitions.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Capital Stakes 97

The Motley Fool

FEBRUARY 27, 2025

But perhaps the most insight can be gained from the Oracle of Omaha's annual shareholder letter. Although these shareholder letters are typically known for their unwavering optimism, Buffett's newly released letter contains four of the most chilling words investors will ever witness. Over the previous nine quarters (Oct.

Investors 173

Investors Shareholders Stock Market Stock Market 173

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

Private Equity Wire

APRIL 2, 2025

Wendel Group has completed its previously announced transaction with Axa IM Prime to jointly acquire a 75% stake in Monroe Capital, a US-based private debt investment manager, according to a report by Citywire. Post-transaction, the sellers will retain a 25% stake in the firm.

Stakes 58

Stakes High Net Worth Individuals Asset Management Debt 58

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. During Berkshire Hathaway's annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. In a three-quarter period from Oct. 1 position.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 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%! Having a lot of cash allows Alibaba to invest aggressively in innovation, make acquisitions, and reward its shareholders through buybacks.

Stakes 233

Stakes Hedge Funds Prospects Accounting 233

The Motley Fool

AUGUST 18, 2024

This increased Berkshire's stake in Sirius XM by 262% from the sequential quarter. In each of the last seven quarters, Buffett and his crew have been big-time net-sellers of equity securities. Altogether, Berkshire's brightest investment minds have sold $131.6 billion more in stocks than they've collectively purchased between Oct.

Stakes 246

Stakes Legal Banks Stock Exchanges 246

Private Equity Wire

NOVEMBER 18, 2024

A high-stakes clash between private equity titans KKR and Bain Capital over a $4bn buyout of Fuji Soft is reshaping the landscape of mergers and acquisitions (M&A) in Japan, and could become a blueprint for more aggressive dealmaking in the country, according to a report by the Financial Times. The reputational stakes are incredibly high.”

Mergers and Acquisitions 96

Mergers and Acquisitions Bidding Buyout Stakes 96

Private Equity Insights

MARCH 11, 2025

The private equity firm, along with Amplitudes management and minority shareholders, will sell 85.6% of the business at 6.25 per sharean 80.6% premium over the last closing price.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Stakes Shareholders 147

The Motley Fool

FEBRUARY 20, 2025

Ackman builds up sizable positions in select businesses with the hope of effecting corporate change and unlocking shareholder value. 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.

Stakes 130

Stakes Initial Public Offering Hedge Funds Shareholders 130

Private Equity Wire

DECEMBER 2, 2024

The demand, outlined in an open letter to shareholders, comes as HVPE struggles to bridge the gap between its share price and net asset value (NAV). Sharp emphasised the potential value unlocked if the discount were eliminated, stating it could generate £1.3bn for shareholders. Metage, which holds 0.9%

Stakes 95

Stakes Shareholders Assets Capital 95

Private Equity Insights

JANUARY 13, 2025

The offering will feature shares held by Mid Europa, which owns a 47.83% stake in the company. Diagnostyka aims to use the IPO to enhance shareholder value, strengthen its position, and fund future acquisitions. Market estimates suggest the IPO could value Diagnostyka at over $1.2bn.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Stock Exchanges 130

The Motley Fool

JANUARY 13, 2025

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. Rather than making a decision, NASA has decided to delay the MSR mission a while longer and ponder its choices for the next 18 months.

Bidding 246

Bidding Stakes Shareholders Returns 246

Private Equity Wire

DECEMBER 3, 2024

Key shareholders, including Bpifrance, which owns a 5% stake, and Credit Agricole, which holds 7% and maintains a strategic partnership with Worldline, may resist a sale at the company’s current depressed valuation, according to the sources. However, a potential bid by Bain or any other party would face hurdles.

Bidding 98

Bidding Private Equity Firms Private Equity Firms Stakes 98

The Motley Fool

NOVEMBER 12, 2024

But as of June 30, Appaloosa's stake in the company had been whittled down to just 690,000 shares, representing a reduction of approximately 93%! History offers perhaps the most ominous warning for Nvidia and its shareholders. As noted, Tepper and his team are active traders who regularly add to and pare down their fund's positions.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Asset Management Debt 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