Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CALPINE CORP | 77,472,508 | reported | 13 Feb 2012 | tx 4+2,406,400−16,800,000 |
| CROWN CASTLE INC. | 32,648,663 | reported | 24 Jun 2010 | tx 22−2,299,100 |
| Chord Energy Corp | 20,224,769 | reported | 01 Jul 2015 | tx 1−149,731 |
| LAMAR ADVERTISING CO/NEW | 8,319,114 | reported | 01 Mar 2013 | tx 40+119,361−1,922,400 |
| ADVENT SOFTWARE INC /DE/ | 7,734,362 | reported | 07 Sept 2007 | tx 65+120,472 |
| EQUINIX INC | 5,616,449 | reported | 25 Nov 2014 | tx 4+455,753 |
| MARTIN MARIETTA MATERIALS INC | 0 | reported | 16 Dec 2009 | tx 5−74,600 |
| Liberty Global, Inc. | 0 | reported | 13 Apr 2011 | tx 9+9,200−9,200 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jul 2015 | OTHER | Chord Energy Corp | 149,731 | 0.00 USD | |
| 25 Nov 2014 | OTHER | EQUINIX INC | 130,753 | 0.00 USD | |
| 21 Mar 2014 | PURCHASE | EQUINIX INC | 38,300 | 181.02 USD | |
| 19 Mar 2014 | PURCHASE | EQUINIX INC | 275,000 | 180.00 USD | first after silenceanomaly |
| 21 Mar 2014 | PURCHASE | EQUINIX INC | 11,700 | 181.90 USD | |
| 27 Feb 2013 | SALE | LAMAR ADVERTISING CO/NEW | 847,400 | 45.37 USD | |
| 01 Mar 2013 | SALE | LAMAR ADVERTISING CO/NEW | 495,000 | 45.65 USD | |
| 28 Feb 2013 | SALE | LAMAR ADVERTISING CO/NEW | 455,000 | 46.46 USD | |
| 13 Feb 2012 | SALE | CALPINE CORP | 16,800,000 | 15.57 USD | |
| 13 Apr 2011 | GIFT | Liberty Global, Inc. | 4,600 | 0.00 USD | deriv |
| 20 Jan 2011 | PURCHASE | Liberty Global, Inc. | 4,600 | 5.93 USD | deriv |
| 20 Jan 2011 | SALE | Liberty Global, Inc. | 2,300 | 12.17 USD | deriv |
| 29 Dec 2010 | SALE | LAMAR ADVERTISING CO/NEW | 35,000 | 39.58 USD | |
| 28 Dec 2010 | SALE | LAMAR ADVERTISING CO/NEW | 25,000 | 39.60 USD | |
| 27 Dec 2010 | SALE | LAMAR ADVERTISING CO/NEW | 30,000 | 39.56 USD | |
| 14 Jul 2010 | PURCHASE | Liberty Global, Inc. | 910 | 4.85 USD | deriv |
| 14 Jul 2010 | SALE | Liberty Global, Inc. | 1,390 | 5.51 USD | deriv |
| 14 Jul 2010 | SALE | Liberty Global, Inc. | 910 | 8.05 USD | deriv |
| 14 Jul 2010 | PURCHASE | Liberty Global, Inc. | 1,390 | 4.81 USD | deriv |
| 24 Jun 2010 | SALE | CROWN CASTLE INC. | 72,400 | 38.95 USD | |
| 21 Jun 2010 | SALE | CROWN CASTLE INC. | 1,850,000 | 39.43 USD | |
| 22 Dec 2009 | SALE | CROWN CASTLE INC. | 20,000 | 38.95 USD | |
| 21 Dec 2009 | SALE | LAMAR ADVERTISING CO/NEW | 20,000 | 31.11 USD | |
| 22 Dec 2009 | SALE | LAMAR ADVERTISING CO/NEW | 15,000 | 31.45 USD | |
| 18 Dec 2009 | SALE | CROWN CASTLE INC. | 50,000 | 38.18 USD |
3 purchases reported after at least 12 months of silence — most recent on 19 Mar 2014.