Barry Rosenstein的Jana Partners披露了一个新的活动家职位。纽约市对冲基金公司今年9月30日上涨了14.2％，在市场周五收盘后披露，它拥有13.5％的外墙，为其Redbox电影租赁自动售货机而闻名。In a 13D filing, Jana said the stock is undervalued and that the firm intends to have discussions with the company’s board and management regarding several issues, including exploring a “strategic transaction,” selling or discontinuing certain businesses, or pursuing a sale of the company altogether. Jana also said it plans to discuss the company’s capital structure, including providing for a “significant return of capital to shareholders,” although it does not specify whether it is hoping for a major dividend distribution or a buyback of shares. The stock rose 9.43 percent in regular Friday trading — even though the disclosure was made after the market close — and more than 6 percent in aftermarket trading, to more than $60.
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苏富比是一名激进投资者采用毒药的最新目标，旨在使不必要的投资者更加努力，以累积公司的大型股票。Auctioneer公司表示，如果投资者购买至少10％的股票，包括使用衍生品，则会引发股东权限计划。权利计划在一年内到期。该公司在一款新闻稿中表示，毒药“守则策略守则，在不支付所有股东的溢价对于该控制的溢价，并促进所有股东能够实现本公司投资的完整长期价值。“上周，Daniel Loeb的第三点表示，它将其在苏富比为9.3％的9.3％，使纽约市对冲基金公司成为该公司最大的股东。Loeb还发了一封质疑董事会的表现，战略方向和治理，并敦促一系列变化，包括呼吁威廉·瑞普特担任主席，总统兼首席执行官和主席的角色。In response to the Sotheby’s announcement regarding the poison pill, Loeb fired off a press release lambasting the company, asserting, “Rather than address our well-documented citations of mismanagement and initiate a constructive dialogue with its largest shareholder, the board and the CEO have attempted to further entrench themselves… It is clear that today, the Chief Executive Officer and his hand-picked directors have put their job security ahead of shareholders.” In addition to Loeb, San Francisco-based Marcato Capital Management — headed by Richard McGuire III, who previously worked for Loeb rival William Ackman of Pershing Square Capital Management — owns 6.7 percent of Sotheby’s, while New York City-based Trian Partners owns about 3 percent of the shares.
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斯蒂芬·曼德尔，JR的格林威治，基于康涅狄格州的孤牌资本披露它拥有超过1000万份潘多拉媒体，或5.3％的流媒体音乐提供商的股份。它与最近第二季度结束并无拥有本公司的任何股份。----
J.C.Penney的股票占据了6.54％的额外6.54％，近2.56美元近2.5倍平均每日卷。这表明其中一个又一个零售商的大股东可能会在周五销售。但是，请记住，只有拥有超过5％的股票的人必须报告其持有的任何变化，他们有10天才能这样做。