Friday, May 17, 2013

Stocks DD Cites: Whalewisdom update on q1 13f filings on Taro - Calpers has a token position now


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Filer   Shares Held Market Value Change in  Shares


BLUEMOUNTAIN CAPITAL MANAGEMENT, LLC 651,737 $38,250,444 8,073
RAGING CAPITAL MANAGEMENT, LLC 447,583 $26,268,646 27,200
GREYWOLF CAPITAL MANAGEMENT LP 390,286 $22,905,885 202,789
ANCIENT ART, L.P. 259,848 $15,250,479 136,017
RENAISSANCE TECHNOLOGIES LLC 125,400 $7,359,726 39,400
CONSONANCE CAPITAL MANAGEMENT LP 57,356 $3,366,224 57,356
D. E. SHAW & CO., INC. 44,200 $2,594,098 44,200
ATIVO CAPITAL MANAGEMENT LLC 28,741 $1,686,809 28,741
NAVELLIER & ASSOCIATES INC 21,023 $1,234,000 67
LOEB OFFSHORE MANAGEMENT LP 20,000 $1,173,800 39,500
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 14,856 $871,899 14,856
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 12,763 $749,060 8,754


Calpers is a well known activist investor. Right now their position is small. We don't know when they initiated their position. The big question is are they accumulating and is it harbinger for activism and a potential proxy fight to unlock shareholder value in TARO.

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