ELLI drove Whale Rock Capital in June. GRUB drags.

Symmetric News Team

Whale Rock Capital Management returns an estimated -0.48% for June 2015 – the fully hedged version returns 3.17% Alex Sacerdote’s Whale Rock Capital Management generated a -0.48% return on their publicly disclosed long portfolio for the month ending June 2015, underperforming…

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LH supports Visium Asset Management in June. PRGO Drags

Symmetric News Team

Visium Asset Management returns an estimated -0.36% for June 2015 – the fully hedged version returns -0.21% Jacob Gottlieb’s Visium Asset Management generated a -0.19% return on their publicly disclosed long portfolio for the month ending June 2015, underperforming the S&P500 by…

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ADBE supported Valueact in June. Struggles with VRX

Symmetric News Team

Valueact Holdings Lp returns an estimated -4.24% for June 2015 – the fully hedged version returns -1.82% Jeff Ubben’s Valueact Holdings generated a -4.24% return on their publicly disclosed long portfolio for the month ending June 2015, underperforming the S&P500…

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David Einhorn’s Greenlight Capital benefits from potential Micron M&A

Symmetric News Team

Micron Rallies on Merger Offer Micron Technology Inc. (MU) returned 7.37% over July 14th on news that China based Tsinghua had made a bid for the company. Over the course of the day, Micron easily outperformed the tech sector, which returned 0.39%….

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DRI advanced Starboard Value. ODP did not

Symmetric News Team

Starboard Value Lp returned an estimated -1.85% for June 2015 – the fully hedged version returned -0.18% Starboard Value generated a -1.85% return on their publicly disclosed long portfolio for the month ending June 2015, underperforming the S&P500 by 186…

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WMB Supported Soroban Capital in June. CBS Did Not

Symmetric News Team

Soroban Capital Partners Llc returns an estimated -2% for June 2015 – the fully hedged version returns -0.11% Soroban Capital generated a -2% return on their publicly disclosed long portfolio for the month ending June 2015, underperforming the S&P500 by…

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Quincy Lee’s Ancient Art long portfolio down 3.8%; IBKR and XOOM most negative contributors

Symmetric News Team

Ancient Art long portfolio down 3.8%; IBKR and XOOM to blame Interactive Brokers Group Inc (IBKR) returned -4.6% and Xoom corp returned -11.7% over the previous day. These stocks under performed the market which returned -2.1% over the same period. For…

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ACT advances Samlyn Capital in May 2015

Symmetric News Team

Samlyn Capital returns an estimated 0.85% for May 2015. June looks better. Rob Pohly’s Samlyn Capital Llc generated an estimated 0.85% return on their publicly disclosed long portfolio for the month ending May 2015, outperforming the S&P500 by 84 basis points (bp)….

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Harvest Capital Strategies advances on GDOT rally

Symmetric News Team

Harvest Capital Strategies Advances on GDOT’s 40% Rally Green Dot Corp (GDOT) returned more than 40% over the past day. It outperformed the market and its corresponding sector, Financials, which returned 0.21%. For those with a high-conviction position, it presented…

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Corvex Capital Benefits Most From WMB’s 25% Rally

Symmetric News Team

Williams Co Rejects Buyout Offer The Williams Cos. (WMB) returned 25.05% over the past 1 day on news that it had rejected a buy-out offer from Energy Transfer Equity (ETE).  The proposed $64-a-share offer represented more than a 30% premium to Williams’…

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