Insert a ticker and see updated financial
quote summary, company description and detailed information on any live or recently
exited activist campaigns, including the activist’s investment thesis. This feature
takes you chronologically through the activist’s 13D filings detailing increases
or decreases in holdings and change in average cost per share and summarizing any
activist measures taken. Additionally, the chart at the bottom of the page shows
the stock price performance and its reaction to each 13D filing. For quick reference,
there are links to the activist’s profile and returns history and any letters and
agreements the activist has entered into in connection with this investment.
Search live and exited filings by Investor, Dates, Market Caps, Industry and Type
of Activism (i.e., Proxy fights for board seats, Posion pill issues, Spinoff, etc.).
Sort results by date, investors, return on investment, etc. Easy access to link
to detailed analysis of activist campaign and any letters or agreements entered
into in connection therewith.
View a detailed analysis of the activist histories of the 40+ top activists
– updated and expanded on a continuous basis. Get detailed analysis on: (i) the
returns for each activist investor, including: (A) which activists have outperformed
the S&P500 on their individual and aggregated 13D filings, (B) how their returns
on live filings compare to their returns on exited filings, and (C) how their returns
on filings change when they take significant activist measures; (ii) the average
holding periods for each activist investor on all filings, exited filings, live
filings and filings where they have taken significant activist measures; and (iii)
what activist measures were taken, when they were taken and how the underlying stock
reacted to the filing.
This month’s Activist Report:
||Top activist plays for 2015
Source: CNBC Video - January 22, 2015
||Activists gone wild?
Source: CNBC - Squawk Box - November 14, 2014
||The activist trade
Source: CNBC - May 16, 2013
||Why Conviction Sets Icahn Above Other Activists
Source: Bloomberg TV - February 18, 2014
Search our list of historical
13D Monitor filings. The list contains approximately 4.000 material filings since
2006 and also includes the associated report.
Search our library of activist letters and agreements to find letters sent by activists
to Companies, Settlement Agreements, Standstill Agreements, etc. Search this library
by filer, company, type of letter or agreement, or any combination thereof.