Author Archives: Victor Ochieng

McGraw Hill Financial (MHFI), Semgroup Corp (SEMG), Advance Auto Parts Inc. (APP): Top 3 Holdings Of Palestra Capital Management LLC

McGraw Hill Financial (MHFI), Semgroup Corp (SEMG), Advance Auto Parts Inc. (APP): Top 3 Holdings Of Palestra Capital Management LLC

Palestra Capital Management LLC was founded in 2011 by Andrew Immerman and JeremySchiffman. The New York based company provides investment advisory services to corporations, financial institutions and and individuals. The portfolio value of Palestra Capital Management LLC stands at $1.2 billion. McGraw Hill Financial (NYSE:MHFI), Semgroup Corp (NYSE:SEMG) and Advance Auto Parts Inc. (NYSE:APP) were

Berkshire Hathaway Inc. Del (B), Goldman Sachs Group Inc. (GS), Starbucks Corp (SBUX): Top 3 Holdings of Pacifica Capital Investment, LLC

Pacifica Capital Investments, LLC was founded in 1998 by Steve Leonard. The company provides investment management services that target individuals, families and institutional investors with high net worth. The South California-based company prides itself of 20 years’ experience in provision of services to its clients. According to the recent SEC 13F filings for the quarter

TransDigm Group Incorporated (TDG), Priceline Group Inc (PCLN), Constellation Brands, Inc. (STZ): Top 3 Holdings of Pennant Capital Management LLC

Pennant Capital Management LLC is a hedge fund that was founded in 2001 with the aim of providing highest quality investment services in order to increase and protect the investment of clients. The firm manages diversified, short term investments that maximize returns for clients without compromising the safety of the investments. According to the SEC

Quanta Services Inc (PWR), Dycom Industries, Inc. (DY), MasTec, Inc. (MTZ): Top Holdings of Peconic Partners LLC

Peconic Partners LLC is a specialty investment firm that focuses on maximizing returns for its clients. The firm applies a hands-on approach on its activities and works to mitigate risks in all its investments. Peconic Partners LLC submitted its SEC 13F filings for the third quarter ended September 30, 2014, showing that Quanta Services Inc

Tyson Foods, Inc. (TSN), SPDR S&P 500 ETF Trust (SPY), Dominion Resources, Inc. (D): Top Holdings of Peak6 Capital Management, LLC

Peak6 Capital Management, LLC, is investment management firm that offers trading and investment services to entrepreneurs and institutions. The company also provides options and risk control services to the options market. Peak6 Capital Management, LLC, submitted its SEC 13F filings for the period ended September 30, 2014, which indicated that Tyson Foods, Inc. (NYSE:TSN), SPDR

Yahoo! Inc. (YHOO), CF Industries Holdings, Inc. (CF), Vipshop Holdings Ltd – ADR (VIPS): Top 3 Holdings of Passport Capital, LLC

Passport Capital, LLC, is an investment advisory firm founded in 2000 and based in San Francisco, California. The firm is duly registered with the Securities and Exchange Commission. The top three holdings of Passport Capital, LLC, according to the firm’s SEC 13F filings for the period ended September 30, 2014, was Yahoo! Inc. (NASDAQ:YHOO), CF

Vulcan Materials Company (VMC), Valeant Pharmaceuticals Intl Inc (VRX), Starwood Hotels & Resorts Worldwide Inc (HOT): Top 3 Holdings of Partner Fund Management, LP

Partner Fund Management, LP, is an employee owned hedge fund providing its services to pooled investment vehicles and manages accounts for corporations. The firm invests globally and has its headquarters in San Francisco, California. The top three holdings of Partner Fund Management, LP, are Vulcan Materials Company (NYSE:VMC), Valeant Pharmaceuticals Intl Inc (NYSE:VRX), and Starwood

Macquarie Infrastructure Company LLC (MIC), Shutterfly, Inc. (SFLY), Bristow Group Inc (BRS): Top 3 Holdings of Park West Asset Management LLC

Park West Asset Management LLC is an employee owned hedge fund that provides its services to foundations, high net worth individuals, institutional investors, financially complex individuals, among other entities. The firm focuses its investments on public equity and fixed income markets. Macquarie Infrastructure Company LLC (NYSE:MIC), Shutterfly, Inc. (NASDAQ:SFLY), and Bristow Group Inc (NYSE:BRS) emerged

Allergan, Inc. (AGN), Time Warner Cable Inc (TWC), TRW Automotive Holdings Corp. (TRW): Top 3 Holdings of Para Advisors LLC

Para Advisors LLC is an employee owned investment manager that primarily provides its services to pooled investment vehicles. The firm also provides its services to charitable organizations and investment companies. The SEC 13F filings submitted by Para Advisors LLC for the period ended September 30, 2014, indicated that the firm’s primary holdings are Allergan, Inc.

Global Eagle Entertainment Inc (ENT), Expedia Inc (EXPE), Delta Air Lines, Inc. (DAL): Top Holdings of Par Capital Management, Inc

Par Capital Management, Inc, is a privately owned hedge fund based in Boston, Massachusetts and founded in 1990. The firm mainly provides its services to pooled investment vehicles and institutions. The 13F filings of Par Capital Management, Inc, indicated that its top three investments are Global Eagle Entertainment Inc (NASDAQ:ENT), Expedia Inc (NASDAQ:EXPE), and Delta

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