Tag Archives: ALEX

13F Time: Bill Ackman Sells Alexander & Baldwin, Nelson Peltz Sells Kraft and Mondelez, Dan Loeb Buys Abbott and AbbVie

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13F season is always fun as it provides a rare (albeit delayed) glimpse into the thinking of large money managers and hedge funds. Of course, due to the significant time lag (~45 days), the exclusion of certain securities (shorts, derivatives etc.) and varying investment strategies and holding periods, the usefulness of such data is…questionable in many cases. Not… Read More »

Aloha Matson! Alexander & Baldwin Spinoff Coming Soon

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What is your dream job? A lot of great options to choose from, but personally I have always imagined being a member of a company’s board of directors to be a pretty cushy gig. Jet around, fancy dinners, high salaries and all for a few meetings per year that you can apparently skip if you are Leon Black.… Read More »

Tilson’s T2 Partners Buys Back Into Alexander & Baldwin

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Whitney Tilson and Glenn Tongue’s T2 Partners returned to Alexander & Baldwin(ALEX) ahead of its third quarter spin.  T2, which had sold its entire position in the company late last year, disclosed that it now holds 174,172 shares in a filing today. The position appears to be one of T2’s top 10 holdings. Disclosure: The author holds no… Read More »

Getting Off The Dole- Packaged Foods May Be Unpackaged From Fresh Fruit

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Dole Food Co(DOLE) may be a household name, but the company has had more success selling its pineapples than its stock.  The venerable company announced this week that it has begun a strategic review which may result in one or more spin offs. Controlled by 88 year old billionaire Chairman David Murdock(he plans to live to 125) who… Read More »

Matson To Sail Free From Alexander & Baldwin

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Alexander & Baldwin(ALEX) announced plans this morningto spin off Matson, its ocean transportation and domestic logistics company.  Alexander & Baldwin, which has owned Matson since 1969, is the 4th largest private landowner in Hawaii, where it owns 88,000 acres.  A & B is the largest farmer in the state, a developer of condos and other projects, and owns… Read More »