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The holdings and funds listed below are an overview of some of the most active activist
investors and their holdings as reported in the most recent 13F filings





13F filings:
All money managers who hold >USD
100mln of assets are required by the
SEC to file their holdings for the quarter
in a 13F with the SEC within 45 days of
the end of the quarter.

2014 13F filing deadlines:
14th February (Fri)
15th May (Thurs) - UPDATED -
Holdings declared on this date listed
below
14th August (Thurs)
14th November (Fri)


Other SEC filing which indicate
a new/changed stake
13D - 'beneficial ownership report' - A filing
that must be submitted within 10 days by
anyone who acquires beneficial ownership
of more than a 5% stake in company; has
voting power or the power to sell the
security.
13G - An initial statement of acquisition of
beneficial ownership by individuals; owns
between 5% and 20% in the company and
is only a passive investor.
13G/A or 13D/A - An amendment to an SC
13G or 13D filing.

Name Ticker % Held % Portfolio
Compuware CPWR 9.63 5.79
Riverbed RVBD 9.20 7.62
National NBHC 8.69 1.90
Coronado Biosciences CNDO 8.46 0.19
Emulex ELX 7.64 1.20
Juniper Networks JNPR 7.42 25.15
Hess HES 5.49 37.67
Boyg Gaming BYD 4.97 1.87
Cormedix CRMD 3.57 0.05
SABESP SBS 2.08 3.46
Hornbeck Offshore HOS 1.94 0.77
21st Century Fox FOX 1.45 9.48
SM Energy SM 0.71 0.89
News Corp NWS 0.39 0.34
ONEOK OKE 0.13 0.41
One Gas OGS 0.13 0.06
Delphi Automotive DLPH 0.09 0.48
Liberty Global LBTYA 0.05 0.13
Ryanair ADR RYAAY 0.05 0.19
Williams Cos WMB 0.03 0.24
Dynergy DYN 0.02 0.02
Elliot Management
Fund Manager: Paul Singer
Oil States International Inc OIS 11.48 7.36
SUPERVALU Inc SVU 9.53 2.06
URS Corp URS 9.35 3.87
QEP Resources Inc QEP 8.93 5.75
AerCap Holdings NV AER 8.70 5.07
Outwerwall Inc OUTR 8.45 1.52
Ashland Inc ASH 7.71 7.27
Equinix Inc EQIX 6.49 7.23
Groupon Inc GRPN 5.99 3.90
Mallinckrodt PLC MNK 5.62 2.53
Constellium NV CSTM 5.10 1.90
Liberty Ventures LVNTA 4.71 2.65
Golar LNG Ltd GLNG 4.01 1.64
Cameron International Corp CAM 3.59 5.86
Knowles Corp KN 2.50 0.82
Liberty Media Corp LMCA 2.15 3.58
Leucadia National Corp LUK 2.13 2.64
Teekay Corp TK 1.92 0.93
Juniper Networks Inc JNPR 1.75 2.75
Endo International PLC ENDP 1.69 2.15
SunEdison Inc SUNE 1.46 0.90
Jana Partners
Fund Manager: Barry Rosenstein
Newfield Exploration Co NFX 1.31 0.68
Walgreen Co WAG 1.27 9.78
Einstein Noah Restaurant Group BAGL 38.00 1.69
BioFuel Energy Corp BIOF 26.24 0.16
Conn's Inc CONN 9.13 1.95
Marvell Technology Group Ltd MRVL 7.83 9.45
McDermott International Inc MDR 5.92 1.67
Oil States International Inc OIS 5.16 4.13
Take-Two Interactive Software TTWO 4.90 1.60
SunEdison Inc SUNE 4.44 3.40
Micron Technology Inc MU 4.15 15.85
Babcock & Wilcox Co BWC 3.47 1.94
Talmer Bancorp TLMR 3.30 0.51
Tempur Sealy International TPX 2.96 1.39
Spirit AeroSystems Holdings SPR 2.72 1.39
Market Vectors Gold Miners ETF GDX 2.70 3.11
URS Corp URS 2.65 1.37
Penn National Gaming Inc PENN 2.56 0.38
Computer Sciences Corp CSC 2.13 2.87
Blackhawk Network Holdings HAWK 1.86 0.08
IAC/InterActive Corp IACI 1.79 1.49
Chico's FAS Inc CHS 1.72 0.64
Cigna Corp CI 1.55 5.37
Voya Financial Inc VOYA 1.54 2.23
American Capital Agency Corp AGNC 1.48 1.71
Fifth Street Finance Corp FSC 1.44 0.29
Amdocs Ltd DOX 1.42 1.63
Intrexon Corp XON 1.41 0.55
Aetna Inc AET 0.89 3.68
Lam Research Corp LRCX 0.76 1.03
Rite Aid Corp RAD 0.57 0.53
Liberty Global PLC LBTYK 0.56 1.93
Liberty Global PLC LBTYA 0.56 0.79
Anadarko Petroleum Corp APC 0.44 2.88
Hatteras Financial Corp HTS 0.42 0.12
Aspen Insurance Holdings Ltd AHL 0.35 0.14
EMC Corp/MA EMC 0.29 2.46
National OilWell Varco Inc NOV 0.29 1.45
Apple Inc AAPL 0.22 16.29
Nokia OYJ NOK 0.09 0.39
BP PLC BP 0.05 1.08
Vodafone Group VOD 0.03 0.42
Greenlight Capital
Fund Manager: David Einhorn
Platform Speciality Products PAH 27.79 7.58
Burger King Worldwide Inc BKW 10.91 12.16
Canadian Pacific Railway Ltd CPR 9.78 30.81
Air Products & Chemicals Inc APD 9.71 29.20
Pershing Square
Fund Manager: Bill Ackman
Icahn Enterprises IEP 87.99 32.09
CVR Energy CVI 82.00 9.14
Federal-Mogul Holdings Corp FDML 80.73 6.88
American Railcar Industries ARII 55.60 2.53
Nuance Communications Inc NUAN 19.17 3.17
Herbalife Ltd HLF 16.78 2.96
Navistar International Corp NAV 16.37 1.37
Voltari Corp VLTC 14.51 0.01
Mentor Graphics Corp MENT 13.97 1.08
Enzon Pharmaceuticals Inc ENZN 13.39 0.02
Hologic Inc HOLX 12.45 2.23
Forest Laboratories Inc FRX 11.32 8.59
Chesapeake Energy CHK 9.97 5.17
Talisman Energy Inc TLM 7.34 2.31
Transocean Ltd RIG 5.95 2.70
CVR Refining LP CVRR 4.07 0.42
Netflix Inc NFLX 3.75 2.40
eBay Inc EBAY 2.19 4.66
Apple Inc AAPL 0.85 12.29
Icahn Associates
Fund Manager: Carl Icahn
Guaranty Bancorp GBNK 17.18 0.88
SPX Corp SPW 14.10 10.80
PMC-Sierra Inc PMCS 11.71 3.04
Timken Co/The TKR 8.96 8.51
Hologic Inc HOLX 8.09 8.37
Esterline Technologies Corp ESL 7.76 4.61
Clean Harbors CLH 4.90 2.86
Bunge Ltd BG 3.88 7.97
B/E Aerospace Inc BEAV 3.47 5.56
Ingersoll-Rand Plc IR 2.86 7.99
First American Financial Corp FAF 2.51 1.24
Hewlett-Packard Co HPQ 1.47 15.77
WR Grace & Co GRA 1.18 1.58
SPDR S&P MidCap 400 ETF Trust MDY 1.08 3.01
Hess Corp HES 1.01 4.60
Mondelez International Inc MDLZ 0.94 9.73
SPDR S&P 500 ETF Trust SPY 0.13 3.46
Relational Investors
Fund Manager: Ralph Whitworth


You can now follow real-time news headlines on the move with the new RANsquawk app available to download for free at
portal.ransquawk.com/mobile_app for Apple iPhone, Blackberry and Android users. Please note the headlines can be
viewed on the app between 0630BST/0030CDT to 2200BST/1600CDT Monday to Friday but does not include Asian-Pacific
news.
















Sirius XM Holdings Inc SIRI 1.19 2.82
Gulfport Energy Corp GPOR 1.17 0.87
Liberty Interactive Corp LINTA 0.82 1.35
Actavis Plc ACT 0.52 2.26
American International Group AIG 0.44 3.93
EP Energy Corp EPE 0.41 0.24
HD Supply Holdings Inc HDS 0.36 0.22
eBay Inc EBAY 0.30 2.59
Teva Pharmaceutical Industries TEVA 0.24 1.31
Applied Materials AMAT 022 0.67
North Atlantic Drilling Ltd NADL 0.12 0.03
Visteon Corp VCOR 0.05 0.02
Santander Consumer USA Holdings SC 0.04 0.04
Energy Transfer Equity LP ETE 0.03 0.10
Hertz Global Holdings Inc HTZ 0.03 0.04
American Capital Limited ACAS 0.03 0.01
Darden Restaurants Inc DRI 5.50 24.21
Office Depot ODP 8.66 12.58
Tessera Technologies Inc TSRA 8.94 7.38
Wausau Paper Corp WPP 15.08 6.28
Calgon Carbon Corp CCC 6.75 5.21
Integrated Device Tech Inc IDTI 4.00 4.83
Aaron's Inc AAN 3.20 4.58
Babcock & Wilcox Co BWC 1.81 4.37
TriQuint Semiconductor Inc TQNT 2.72 3.93
Curtiss-Wright Corp CW 1.94 3.91
Compuware Corp CPWR 2.25 3.38
LSB Industries Inc LXU 4.95 2.74
Quantum Corp QTM 10.34 2.06
Polycom Inc PLCM 1.64 2.03
RealD Inc RLD 4.57 1.65
RF Micro Devices Inc RFMD 0.99 1.45
Unwired Planet Inc UPIP 8.61 1.35
DSP Grouo Inc DSPG 7.27 0.93
Entropic Communications Inc ENTR 3.21 0.79
iShares Russell 2000 ETF IWM 0.04 0.67
Regis Corp RGS 0.57 0.29
Starboard Value
Fund Manager: Jeff Smith
Howard Hughes Corp HHC 9.02 6.08
Beam Suntory BEAM 7.06 11.60
Apartment Investment & Mgmt AIV 2.57 1.35
Home Properties Inc HME 0.83 0.34
Allergan Inc/ United States AGN 0.20 0.89
Actavis Plc ACT 1.43 8.25
Dow Chemicals Co DOW 0.60 5.62
T-Mobile US TMUS 1.18 2.03
American International Group AIG 0.41 4.81
Sotheby's BID 9.62 4.64
FedEX FDX 0.68 4.25
CF Industries Holdings Inc CF 1.74 4.04
Liberty Global Plc LBTYK 0.97 3.52
Williams Cos Inc WMB 0.73 3.25
Verizon Communications VZ 0.09 2.67
Dollar General DG 0.96 2.67
Cheniere Energy Inc LNG 1.26 2.66
Constellation Brands Inc STZ 1.17 2.66
Hertz Global Holdings Inc HTZ 1.34 2.56
Roper Industries Inc ROP 1.16 2.46
Cabot Oil & Gas COG 1.08 2.44
Citrix Systems Inc CTXS 1.39 2.35
Anadarko Petroleum Corp APC 0.33 2.31
Anheuser-Busch InBev Inc BUD 0.08 2.28
Coca-Cola Enterprises Inc CCE 1.14 2.22
International Paper Co IP 0.68 2.21
Crown Holdings Inc CCK 2.17 2.15
Avago Technologies AVGO 0.80 2.06
Google Inc GOOGLE 0.04 1.88
H&R Block Inc HRB 1.28 1.69
Masco Corp MAS 1.33 1.69
American Airlines Group AAL 0.57 1.58
Citigroup Inc CIT 0.07 1.53
EQT Corp EQT 0.59 1.40
Signet Jewelers YPF SA SIG 1.00 1.36
YPF SA YPF 0.67 1.32
Sensata Technologies Holding STZ 1.08 1.26
Intrexon Corp SOX 3.07 1.26
Ashland Inc ASH 0.96 1.20
NCR Corp NCR 0.90 0.88
Enphase Energy ENPH 17.63 0.88
Baidu Inc BIDU 0.13 0.85
Time Warner Cable Inc TWC 0.14 0.84
Mondelez International MDLZ 0.09 0.83
Tim Participacoes SA TSU 0.33 0.67
Ocwen Financial Corp OCN 0.74 0.63
Nokia OYJ NOK 0.12 0.53
Valeant Pharmaceuticals VRX 0.08 0.53
BioFuel Energy Corp BIOF 19.17 0.12
Third Point
Fund Manager: Dan Loeb
Mondelez International Inc MDLZ 0.86 25.00
PepsiCo Inc PEP 5.68 17.98
Ingersoll-Rand Plc IR 11.38 11.89
Legg Mason Inc LM 10.82 10.96
Wendy's Co/The WEN 17.70 10.25
Family Dollar Stores Inc FDO 7.35 8.42
EI du Pont de Nemours & Co DD 0.67 7.15
Lazard Ltd LAZ 5.36 5.39
Allegion PLC ALLE 3.06 2.68
GNC Holdings Inc GNC 0.38 0.27
Tiffany & Co TIF 0.01 0.02
Microsoft Corp MSFT 0.86 22.063
Valeant Pharmaceuticals Int. VRX 5.68 18.837
Motorola Solutions Inc MSI 11.38 14.033
Adobe Systems Inc ADBE 5.09 12.563
Rockwell Collins Inc COL 9.68 7.887
CBRE Group Inc CBG 9.69 6.661
Willis Group Holdings Plc WSH 10.29 6.139
Allison Transmission Holdings ALSN 9.97 4.075
MSCI Inc MSCI 6.97 2.642
Dresser-Rand Group Inc DRC 6.55 2.209
Symantec Corp SYMC 1.10 1.145
MICROS Systems Inc MCRS 3.02 0.908
Expeditors Int of Washington EXPD 1.09 0.654
KAR Auction Services KAR 0.58 0.184
Fund Manager: Jeffrey Ubben
Trian Fund
Fund Manager: Nelson Peltz
ValueAct Capital