Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MBIA INC | 71,486,898 | reported | 12 Mar 2009 | tx 1+469,285 |
| NATIONAL PENN BANCSHARES INC | 25,882,172 | reported | 12 Sept 2011 | tx 4+508,693 |
| NEUROGEN CORP | 13,571,411 | reported | 25 Jul 2008 | tx 2+4,999,982−192,307 |
| Builders FirstSource, Inc. | 8,958,274.5 | reported | 05 Mar 2008 | tx 29+36,300 |
| Targa Resources Partners LP | 8,821,587 | reported | 25 Aug 2010 | tx 2+6,770,738 |
| ZYMOGENETICS INC | 8,362,057 | reported | 29 Feb 2008 | tx 49+177,123 |
| Polypore International, Inc. | 2,084,673 | reported | 13 Dec 2010 | tx 2−3,510,901 |
| SCIENTIFIC LEARNING CORP | 1,375,000 | reported | 15 Aug 2007 | tx 1−7,661,638 |
| NYFIX INC | 227,500 | reported | 01 Feb 2007 | tx 1+227,500 |
| NEUSTAR INC | 12,138 | reported | 23 Jun 2006 | tx 14+1,774,545−5,026,631 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Sept 2011 | PURCHASE | NATIONAL PENN BANCSHARES INC | 200 | 6.60 USD | |
| 26 Aug 2011 | PURCHASE | NATIONAL PENN BANCSHARES INC | 36,284 | 6.59 USD | |
| 19 Aug 2011 | PURCHASE | NATIONAL PENN BANCSHARES INC | 222,209 | 6.29 USD | |
| 18 Aug 2011 | PURCHASE | NATIONAL PENN BANCSHARES INC | 250,000 | 6.32 USD | first after silence |
| 13 Dec 2010 | SALE | Polypore International, Inc. | 1,515,648 | 38.51 USD | |
| 25 Aug 2010 | GRANT_AWARD | Targa Resources Partners LP | 68,033 | — | |
| 24 Sept 2009 | PURCHASE | Targa Resources Partners LP | 6,702,705 | — | |
| 12 Mar 2009 | PURCHASE | MBIA INC | 469,285 | 3.59 USD | first after silence |
| 25 Jul 2008 | CONVERSION | NEUROGEN CORP | 4,999,982 | — | |
| 25 Jul 2008 | CONVERSION | NEUROGEN CORP | 192,307 | — | deriv |
| 29 May 2008 | SALE | Polypore International, Inc. | 1,995,253 | 24.00 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 2,900 | 6.40 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 3,000 | 6.41 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 3,008 | 6.42 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 400 | 6.43 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 2,392 | 6.45 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 1,200 | 6.46 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 300 | 6.47 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 1,300 | 6.48 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 792 | 6.49 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 2,800 | 6.50 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 400 | 6.51 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 100 | 6.52 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 1,508 | 6.53 USD | |
| 04 Mar 2008 | PURCHASE | Builders FirstSource, Inc. | 100 | 6.54 USD |
3 purchases reported after at least 12 months of silence — most recent on 18 Aug 2011.