Campaigns

Sinch AB Grizzly Research 2026-04-16 POET Technologies Inc. Wolfpack Research 2026-04-14 Welltower Inc. Land & Buildings 2026-04-01 Multiple REITs (21 underperformers) Land & Buildings 2026-04-01 Bunge Global SA Spruce Point Capital 2026-03-25 SoFi Technologies Muddy Waters 2026-03-22 Accor SA Grizzly Research 2026-03-19 CarMax Inc. Starboard Value 2026-03-10 Lamb Weston Holdings, Inc. Starboard Value 2026-03-08 Credit Acceptance Corporation Citron Research 2026-03-01 Nova Minerals Limited Spruce Point Capital 2026-02-20 Riot Platforms, Inc. Starboard Value 2026-02-18 Super Group (SGHC) Limited Spruce Point Capital 2026-02-12 Electro Optic Systems Holdings Limited Grizzly Research 2026-02-06 IonQ Inc Wolfpack Research 2026-02-04 Toyota Industries Corporation Elliott Management 2026-01-27 Resideo Technologies, Inc. Spruce Point Capital 2026-01-27 Toyota Industries Corporation Elliott Management 2026-01-18 Ceres Power Holdings plc Grizzly Research 2025-12-11 Trustpilot Group PLC Grizzly Research 2025-12-04 Industry meta-study: 24 firms that sued short sellers (2018-2025) Grizzly Research 2025-11-21 IperionX Ltd. Spruce Point Capital 2025-11-12 Datavault AI Inc. Wolfpack Research 2025-10-31 Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) Starboard Value 2025-10-17 DraftKings Inc. Spruce Point Capital 2025-10-03 Uranium Energy Corp Spruce Point Capital 2025-09-18 Faraday Future Intelligent Electric Inc. Wolfpack Research 2025-09-11 BILL Holdings, Inc. Starboard Value 2025-09-08 CoreWeave, Inc. Kerrisdale Capital 2025-09-01 Pure Storage, Inc. Kerrisdale Capital 2025-09-01 Archer Aviation Inc Grizzly Research 2025-08-27 iRhythm Technologies, Inc. Spruce Point Capital 2025-08-18 Avantor, Inc. Engine Capital 2025-08-11 Aurora Innovation, Inc. Kerrisdale Capital 2025-08-01 Limbach Holdings, Inc. Spruce Point Capital 2025-07-22 CTO Realty Growth, Inc. Wolfpack Research 2025-06-25 National Healthcare Corporation Land & Buildings 2025-06-17 Sumitomo Realty & Development Co., Ltd. Elliott Management 2025-06-08 US REIT sector (15 underperforming large-cap REITs) Land & Buildings 2025-06-01 Tempus AI, Inc. Spruce Point Capital 2025-05-28 UFP Technologies, Inc. Wolfpack Research 2025-05-05 ZJK Industrial White Diamond Research 2025-05-03 Pulse Biosciences White Diamond Research 2025-05-03 Clear Secure, Inc. Spruce Point Capital 2025-04-30 Qorvo, Inc. Starboard Value 2025-04-14 Monster Beverage Corp. Spruce Point Capital 2025-04-08 D-Wave Quantum Inc Kerrisdale Capital 2025-04-01 Vishay Precision Group Citron Research 2025-04-01 Remitly Global, Inc. Spruce Point Capital 2025-03-11 United States Steel Corporation Ancora 2025-02-19 Dycom Industries, Inc. Spruce Point Capital 2025-02-19 Howard Hughes Holdings Inc. Pershing Square 2025-02-18 N/A 99_Other 2025-02-01 Uber Technologies Pershing Square 2025-02-01 Mercury General Corporation Wolfpack Research 2025-01-29 ACM Research, Inc. Kerrisdale Capital 2025-01-29 Construction Partners, Inc. Spruce Point Capital 2025-01-23 Smiths Group plc Engine Capital 2025-01-17 PROCEPT BioRobotics Corporation Spruce Point Capital 2025-01-16 Fannie Mae / Freddie Mac Pershing Square 2025-01-16 Howard Hughes Holdings Inc. Pershing Square 2025-01-13 Red Cat Holdings, Inc. Kerrisdale Capital 2025-01-09 Solventum Corporation Trian Partners 2025-01-08 Aegon Ltd. Spruce Point Capital 2024-12-16 Amcor plc (pro forma Amcor-Berry Global combination) Ancora 2024-12-10 Nebius Group Citron Research 2024-12-01 Rio Tinto Palliser Capital 2024-12-01 e.l.f. Beauty, Inc. Muddy Waters 2024-11-20 AGBA Group White Diamond Research 2024-11-07 Public REIT sector (vs. private real estate) Land & Buildings 2024-11-01 Oklo Inc. Kerrisdale Capital 2024-11-01 Peloton Interactive Greenlight Capital 2024-10-23 Erie Indemnity Company Spruce Point Capital 2024-10-18 Multiple (portfolio update) Citron Research 2024-09-24 Intuit Inc. Spruce Point Capital 2024-09-20 Upwork Inc. Engine Capital 2024-09-13 Lumen Technologies Kerrisdale Capital 2024-08-15 Zebra Technologies Corp. Spruce Point Capital 2024-08-08 C&C Group plc Engine Capital 2024-07-30 Eurofins Scientific SE Muddy Waters 2024-07-03 Floor & Decor Holdings, Inc. Spruce Point Capital 2024-07-01 Riot Platforms, Inc. Kerrisdale Capital 2024-06-01 Texas Instruments Elliott Management 2024-05-28 Boot Barn Holdings, Inc. Spruce Point Capital 2024-05-08 Crown Castle Inc. Carl Icahn 2024-05-06 authID Inc. White Diamond Research 2024-04-23 National Health Investors, Inc. Land & Buildings 2024-04-18 PowerSchool Holdings, Inc. Spruce Point Capital 2024-04-17 Norfolk Southern Corporation Ancora 2024-04-15 TIM S.p.A. (Telecom Italia) Bluebell Capital 2024-04-11 Edgio, Inc. Citron Research 2024-04-11 CPI Property Group Muddy Waters 2024-04-08 WSP Global Inc. Spruce Point Capital 2024-04-03 Solvay SA Greenlight Capital 2024-04-03 Enfusion, Inc. Spruce Point Capital 2024-03-14 Zillow Group, Inc. Spruce Point Capital 2024-03-05 The Walt Disney Company ValueAct 2024-03-01 Fairfax Financial Holdings Ltd. Muddy Waters 2024-02-15 Innodata, Inc. Wolfpack Research 2024-02-15 Kenvue Inc. Starboard Value 2024-02-13 Fairfax Financial Holdings Ltd. Muddy Waters 2024-02-08 Pershing Square Holdings Pershing Square 2024-02-08 Multiple (firm-level overview) Starboard Value 2024-02-01 Elanco Animal Health Ancora 2024-02-01 MSCI Inc. Spruce Point Capital 2024-01-17 Ramaco Resources, Inc. Wolfpack Research 2023-12-11 Samsung C&T Corporation Palliser Capital 2023-12-06 Blackstone Mortgage Trust, Inc. Muddy Waters 2023-12-06 CPI Property Group Muddy Waters 2023-11-30 e.l.f. Beauty, Inc. Spruce Point Capital 2023-11-09 Apellis Pharmaceuticals Citron Research 2023-11-06 GoDaddy, News Corp, Fortrea Starboard Value 2023-10-17 Multiple (GoDaddy, News Corp, Fortrea) Starboard Value 2023-10-13 Rollins Inc. Spruce Point Capital 2023-10-04 Bloomin' Brands Starboard Value 2023-10-01 Fortrea Holdings Inc. Starboard Value 2023-10-01 Samsara Inc. Spruce Point Capital 2023-09-21 Xylem Inc. Spruce Point Capital 2023-08-09 Vivion Investments Muddy Waters 2023-08-04 Hims & Hers Health, Inc. Spruce Point Capital 2023-07-13 Algonquin Power & Utilities Corp. Starboard Value 2023-07-06 Chinook Therapeutics Muddy Waters 2023-06-07 Alexandria Real Estate Equities, Inc. Land & Buildings 2023-06-01 Perion Network Ltd. Spruce Point Capital 2023-05-23 Chinook Therapeutics Inc Muddy Waters 2023-05-16 The Goodyear Tire & Rubber Company Elliott Management 2023-05-11 Vitesco Technologies Greenlight Capital 2023-05-09 DoubleVerify Holdings, Inc. Spruce Point Capital 2023-05-02 Freedom Holding Corp Citron Research 2023-04-19 Glencore Plc Bluebell Capital 2023-04-12 Vivion Investments Muddy Waters 2023-03-28 Cellnex Telecom, S.A. TCI Fund 2023-03-23 Essential Utilities, Inc. Spruce Point Capital 2023-03-08 Union Pacific Corporation Soroban 2023-02-22 Airbus SE TCI Fund 2023-02-20 Goosehead Insurance, Inc. Wolfpack Research 2023-02-16 Ritchie Bros. Auctioneers Ancora 2023-02-08 Progyny, Inc. Spruce Point Capital 2023-02-07 Rogers Corporation Starboard Value 2023-02-06 Super Micro Computer, Inc. Spruce Point Capital 2023-01-10 Vivion Investments S.à.r.l. Muddy Waters 2022-12-14 Six Flags Entertainment Corp. Land & Buildings 2022-12-01 dLocal Muddy Waters 2022-12-01 Saputo Inc. Spruce Point Capital 2022-11-29 DLocal Ltd. Muddy Waters 2022-11-16 Twist Bioscience Scorpion Capital 2022-11-15 Multiple (Wix, Salesforce, Splunk, Vertiv) Starboard Value 2022-10-19 Broadridge Financial Solutions, Inc. Spruce Point Capital 2022-09-28 FIGS, Inc. Spruce Point Capital 2022-09-07 AST SpaceMobile, Inc. Kerrisdale Capital 2022-09-01 Sunrun Muddy Waters 2022-08-03 Sunrun Inc. Muddy Waters 2022-07-28 Skechers U.S.A., Inc. Spruce Point Capital 2022-07-19 Generac Holdings, Inc. Spruce Point Capital 2022-06-22 PMV Pharmaceuticals Wolfpack Research 2022-05-19 Alpha Metallurgical Resources, Inc. Spruce Point Capital 2022-05-17 IonQ Inc. Scorpion Capital 2022-05-03 McDonald's Corporation Carl Icahn 2022-05-01 US Foods Holding Corp. Sachem Head 2022-04-26 Stryker Corp. Spruce Point Capital 2022-04-06 Digital World Acquisition Corp Kerrisdale Capital 2022-04-01 C3.ai, Inc. Spruce Point Capital 2022-02-16 Pershing Square Holdings (fund portfolio) Pershing Square 2022-02-11 Playtika Holding Corp. Grizzly Research 2022-02-03 TaskUs, Inc. Spruce Point Capital 2022-01-20 Mercury Systems, Inc. Starboard Value 2022-01-13 KE Holdings Muddy Waters 2021-12-16 Nuvei Corp Spruce Point Capital 2021-12-09 Astra Space, Inc. Kerrisdale Capital 2021-12-01 Focus Universal Inc. White Diamond Research 2021-11-18 REIT sector (thematic) Land & Buildings 2021-11-01 Hokuetsu Corporation Oasis Management 2021-10-26 Heska Corporation Spruce Point Capital 2021-10-25 ESS Tech, Inc. Bonitas Research 2021-10-22 Ginkgo Bioworks Scorpion Capital 2021-10-06 TMC the metals company Inc. Bonitas Research 2021-10-06 Lightspeed Commerce, Inc. Spruce Point Capital 2021-09-29 Atomera Inc. White Diamond Research 2021-09-27 Danimer Scientific Muddy Waters 2021-09-15 Berkeley Lights Scorpion Capital 2021-09-15 N/A (asset-class advocacy) Land & Buildings 2021-09-01 Canadian National Railway TCI Fund 2021-08-31 Genius Sports Limited Spruce Point Capital 2021-08-05 Moxian, Inc. Wolfpack Research 2021-07-27 Oatly Group AB Spruce Point Capital 2021-07-14 Acutus Medical Inc. Kerrisdale Capital 2021-07-01 Solutions 30 Muddy Waters 2021-05-24 Lemonade, Inc. Muddy Waters 2021-05-13 Teck Resources Greenlight Capital 2021-05-12 Hilton Grand Vacations Land & Buildings 2021-05-01 Danimer Scientific, Inc. Spruce Point Capital 2021-04-22 QuantumScape Scorpion Capital 2021-04-15 Porch Group Inc Spruce Point Capital 2021-04-08 Arcimoto Bonitas Research 2021-03-23 XL Fleet Muddy Waters 2021-03-10 American Battery Metals Corporation / Comstock Mining Inc. Spruce Point Capital 2021-03-10 Skillz, Inc. Wolfpack Research 2021-03-08 XL Fleet Corp Muddy Waters 2021-03-03 Forward Air Corporation Ancora 2021-02-16 EHang Holdings, Ltd. Wolfpack Research 2021-02-16 Leidos Holdings, Inc. Spruce Point Capital 2021-02-16 Corteva, Inc. Starboard Value 2021-01-21 Magnite, Inc. Spruce Point Capital 2021-01-07 Nevro Corp. Scorpion Capital 2021-01-07 GreenPower Motor Company White Diamond Research 2020-12-01 Multiple REIT subsectors (urban office, retail, business hotels, movie theaters) Land & Buildings 2020-12-01 Joyy Inc. Muddy Waters 2020-11-18 NIO Inc. Citron Research 2020-11-13 China Harmony New Energy Auto Holding Bonitas Research 2020-11-12 Sampo Oyj Elliott Management 2020-11-11 MultiPlan Corp Muddy Waters 2020-11-11 Avery Dennison Corporation Spruce Point Capital 2020-11-10 Invesco Ltd. Trian Partners 2020-11-05 Sunnova Energy International Inc. Spruce Point Capital 2020-09-29 Apartment Investment and Management Company Land & Buildings 2020-09-22 Nano-X Imaging Ltd. Muddy Waters 2020-09-22 AtriCure, Inc. Kerrisdale Capital 2020-09-01 GFL Environmental Inc. Spruce Point Capital 2020-08-18 Crown Castle International Elliott Management 2020-07-06 Prestige Consumer Healthcare Inc. Spruce Point Capital 2020-06-30 D.R. Horton and Invitation Homes Land & Buildings 2020-05-19 Forescout Technologies Spruce Point Capital 2020-05-13 Pets at Home Group plc Bonitas Research 2020-05-12 Alexion Pharmaceuticals, Inc. Elliott Management 2020-05-12 Empire State Realty Trust Land & Buildings 2020-05-06 Wirecard AG TCI Fund 2020-04-28 Inspire Medical Systems, Inc. Wolfpack Research 2020-04-22 New Pacific Metals Hindenburg Research 2020-04-20 GSX Techedu Citron Research 2020-04-14 Align Technology, Inc. Spruce Point Capital 2020-04-09 iQIYI, Inc. Wolfpack Research 2020-04-07 WD-40 Company Spruce Point Capital 2020-04-02 Amcor plc Spruce Point Capital 2020-03-10 JinkoSolar Holding Co., Ltd. Bonitas Research 2020-03-04 GSX Techedu Inc. Grizzly Research 2020-02-25 NMC Health plc Muddy Waters 2020-02-10 Dropbox, Inc. Spruce Point Capital 2020-02-06 Pershing Square Holdings (fund-level portfolio update) Pershing Square 2020-02-05 eBay Inc. Starboard Value 2020-02-04 LHC Group, Inc. Spruce Point Capital 2020-01-15 Plug Power Inc. Spruce Point Capital 2019-12-19 NMC Health plc Muddy Waters 2019-12-17 Peloton Interactive Citron Research 2019-12-10 Canadian Tire Corporation Spruce Point Capital 2019-12-05 Trulieve Cannabis Corp Grizzly Research 2019-12-01 Airbus TCI Fund 2019-11-30 Canadian Pacific Railway TCI Fund 2019-11-30 S&P Global TCI Fund 2019-11-30 Ferrovial TCI Fund 2019-11-30 Alphabet Inc. TCI Fund 2019-11-30 Ferguson plc Trian Partners 2019-11-14 Cintas Corp. Spruce Point Capital 2019-11-13 PeptiDream, Inc. Muddy Waters 2019-11-07 Hill-Rom Holdings, Inc. Spruce Point Capital 2019-10-29 Monolithic Power Systems Spruce Point Capital 2019-10-09 Unizo Holdings Company Elliott Management 2019-10-09 SMART Global Holdings, Inc. Wolfpack Research 2019-09-25 Premier, Inc. Spruce Point Capital 2019-09-25 Marathon Petroleum Corporation Elliott Management 2019-09-24 Accelerate Diagnostics White Diamond Research 2019-09-16 Church & Dwight Co., Inc. Spruce Point Capital 2019-09-05 Burford Capital Muddy Waters 2019-08-27 United Technologies; ADP Pershing Square 2019-08-05 Penumbra, Inc. Spruce Point Capital 2019-07-31 Mettler-Toledo International, Inc. Spruce Point Capital 2019-07-24 ANTA Sports Products Muddy Waters 2019-07-15 CareDx, Inc. Kerrisdale Capital 2019-07-01 AECOM Starboard Value 2019-06-20 Axon Enterprise (formerly TASER) Spruce Point Capital 2019-06-19 Sony Corporation Third Point 2019-06-13 GTT Communications, Inc. Wolfpack Research 2019-06-06 N/A (Japanese M&A regulatory guidelines; Alps Alpine cited as precedent) Oasis Management 2019-06-06 FleetCor Technologies Citron Research 2019-06-01 Intelligent Systems Corp Grizzly Research 2019-05-30 Verint Systems, Inc. Spruce Point Capital 2019-05-23 Legg Mason Trian Partners 2019-05-20 A.O. Smith Corporation Spruce Point Capital 2019-05-16 Kornit Digital Ltd. Spruce Point Capital 2019-05-07 PetIQ, Inc. Spruce Point Capital 2019-04-30 Best World International Bonitas Research 2019-04-24 Aerojet Rocketdyne Holdings, Inc. Spruce Point Capital 2019-04-09 Dexcom, Inc. Spruce Point Capital 2019-03-21 Telecom Italia Elliott Management 2019-03-01 Carvana Co. Spruce Point Capital 2019-03-01 Magellan Health, Inc. Starboard Value 2019-02-22 Inogen Citron Research 2019-02-15 Amdocs Limited Spruce Point Capital 2019-01-23 Dollar Tree, Inc. Starboard Value 2019-01-07 QEP Resources, Inc. Elliott Management 2019-01-07 XPO Logistics, Inc. Spruce Point Capital 2018-12-13 Cars.com Inc. Starboard Value 2018-12-10 Mitek Systems, Inc. Elliott Management 2018-11-20 Dell Technologies (Class V / DVMT tracking stock) Carl Icahn 2018-11-15 Dollarama Inc. Spruce Point Capital 2018-10-31 Tesla, Inc. Citron Research 2018-10-23 Mercury Systems Inc. Spruce Point Capital 2018-10-17 PPG Industries, Inc. Trian Partners 2018-10-11 Starbucks Pershing Square 2018-10-09 Manulife Financial Corporation Muddy Waters 2018-10-04 Campbell Soup Company Third Point 2018-10-01 Henry Schein, Inc. Spruce Point Capital 2018-09-26 Weis Markets, Inc. Spruce Point Capital 2018-09-05 Wayfair Citron Research 2018-08-28 NVIDIA Corporation Citron Research 2018-08-21 Maxar Technologies Spruce Point Capital 2018-08-07 2U, Inc. Spruce Point Capital 2018-07-19 Nestlé S.A. Third Point 2018-07-01 Momo, Inc. Spruce Point Capital 2018-06-27 TAL Education Group Muddy Waters 2018-06-13 Healthcare Trust of America, Inc. Spruce Point Capital 2018-06-07 Snap Inc. Citron Research 2018-05-31 SandRidge Energy Carl Icahn 2018-05-24 U.S. Concrete Inc Spruce Point Capital 2018-05-17 Taubman Centers, Inc. Land & Buildings 2018-05-10 Telecom Italia Elliott Management 2018-04-24 Assured Guaranty Greenlight Capital 2018-04-23 Hyundai Motor Group Elliott Management 2018-04-23 Xerox Corporation Carl Icahn 2018-04-17 QTS Realty Trust Land & Buildings 2018-04-16 Telecom Italia SpA (TIM) Elliott Management 2018-04-05 Globant SA Spruce Point Capital 2018-04-04 The St. Joe Company Kerrisdale Capital 2018-04-01 Kratos Defense & Security Solutions Spruce Point Capital 2018-03-16 Monotype Imaging Holdings Inc. Starboard Value 2018-02-13 IQE plc Muddy Waters 2018-02-08 Realty Income Corp Spruce Point Capital 2018-02-07 Pershing Square Holdings (fund-level portfolio update) Pershing Square 2018-01-29 Ballard Power Systems Spruce Point Capital 2018-01-25 Xerox Corporation Carl Icahn 2018-01-18 China Internet Nationwide Financial Services Inc. Muddy Waters 2017-12-20 Taubman Centers Land & Buildings 2017-11-13 Adamas Pharmaceuticals, Inc. Kerrisdale Capital 2017-11-01 Deckers Outdoor Corporation Marcato 2017-11-01 Alpine Electronics Oasis Management 2017-10-30 MiMedx Group Viceroy Research 2017-09-20 The Procter & Gamble Company Trian Partners 2017-09-06 Automatic Data Processing (ADP) Trian Partners 2017-09-01 Automatic Data Processing, Inc. Pershing Square 2017-08-17 Prothena Corp PLC Muddy Waters 2017-06-29 Nestlé Third Point 2017-06-25 Man Wah Holdings Muddy Waters 2017-06-16 Caesarstone Ltd. Viceroy Research 2017-06-15 Asanko Gold Inc. Muddy Waters 2017-06-05 BlackBerry Citron Research 2017-06-01 Asanko Gold Inc. Muddy Waters 2017-05-31 Howard Hughes Corporation Pershing Square 2017-05-08 Core Laboratories Greenlight Capital 2017-05-08 Pershing Square Holdings Portfolio (MDLZ, APD, CMG, HHC, NOMD, HLF short, FNMA/FMCC) Pershing Square 2017-04-24 Pershing Square Holdings Portfolio (multiple) Pershing Square 2017-01-26 Pershing Square Holdings Portfolio (multi-position) Pershing Square 2017-01-26 Edgewater Technology, Inc. Ancora 2017-01-24 MGP Ingredients, Inc. Spruce Point Capital 2017-01-12 Nidec Corp. Muddy Waters 2016-12-13 Bayer AG Greenlight Capital 2016-11-28 Cognizant Technology Solutions Elliott Management 2016-11-28 Taubman Centers, Inc. Land & Buildings 2016-10-26 MGM Resorts International Land & Buildings 2016-10-06 Samsung Electronics Co., Ltd. Elliott Management 2016-10-05 Perrigo Company plc Starboard Value 2016-09-12 Bob Evans Farms, Inc. Sandell 2016-08-22 Stroer SE & Co. KGaA Muddy Waters 2016-04-28 Multiple holdings (Pershing Square portfolio) Pershing Square 2016-04-26 Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short) Pershing Square 2016-04-26 Depomed, Inc. Starboard Value 2016-04-08 Epiq Systems, Inc. Marcato 2016-04-06 Casino Guichard-Perrachon SA Muddy Waters 2016-03-08 Outerwall Inc. Engaged Capital 2016-02-18 Bank of East Asia, Limited Elliott Management 2016-02-04 Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) Pershing Square 2016-01-28 Viacom SpringOwl 2016-01-13 Groupe Casino Muddy Waters 2016-01-13 Groupe Casino Guichard-Perrachon SA Muddy Waters 2015-12-16 Yahoo! Inc. SpringOwl 2015-12-01 American Capital, Ltd. Elliott Management 2015-11-16 CONSOL Energy Greenlight Capital 2015-11-16 Valeant Pharmaceuticals International Pershing Square 2015-10-30 Valeant Pharmaceuticals Citron Research 2015-10-21 TeliaSonera AB Muddy Waters 2015-10-15 General Electric Trian Partners 2015-10-05 Advance Auto Parts Starboard Value 2015-09-30 Icahn Enterprises L.P. (self) Carl Icahn 2015-08-01 Japanese listed companies (market-level) Oasis Management 2015-07-01 Pioneer Natural Resources Greenlight Capital 2015-05-04 Pershing Square Portfolio (multiple positions) Pershing Square 2015-04-28 Rovi Corporation Engaged Capital 2015-04-22 E.I. du Pont de Nemours and Company Trian Partners 2015-04-13 Noble Group Muddy Waters 2015-04-09 AerCap Holdings Greenlight Capital 2015-04-07 H.J. Heinz Company Trian Partners 2015-04-01 The Bank of New York Mellon Marcato 2015-03-01 Bolloré SA Muddy Waters 2015-02-17 Brookdale Senior Living Inc. Sandell 2015-02-01 Pershing Square portfolio (multi-target) Pershing Square 2015-01-29 Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie) Pershing Square 2015-01-29 Pershing Square Portfolio (multi-position annual update) Pershing Square 2015-01-29 Superb Summit International Group Limited Muddy Waters 2014-11-20 TransCanada Corp Sandell 2014-11-01 Dillard's, Inc. Marcato 2014-11-01 Crown Castle International Corp. Corvex 2014-10-14 iRobot Corp Spruce Point Capital 2014-05-20 athenahealth Greenlight Capital 2014-05-05 Fannie Mae & Freddie Mac Pershing Square 2014-05-05 Sotheby's Marcato 2014-04-22 Allergan, Inc. Pershing Square 2014-04-22 BofI Holding Kerrisdale Capital 2014-04-07 eBay Carl Icahn 2014-04-01 Sotheby's Third Point 2014-04-01 Riverbed Technology, Inc. Elliott Management 2014-03-11 PepsiCo, Inc. Trian Partners 2014-02-19 FirstGroup plc Sandell 2014-01-15 Juniper Networks Elliott Management 2014-01-13 NQ Mobile (NetQin) Muddy Waters 2013-11-01 Bob Evans Farms, Inc. Sandell 2013-09-01 Office Depot, Inc. Starboard Value 2013-08-02 PepsiCo, Inc. Trian Partners 2013-07-01 Spectra Energy Corp Sandell 2013-06-01 DSP Group, Inc. Starboard Value 2013-05-13 Procter & Gamble Pershing Square 2013-05-08 Tessera Technologies Inc. Starboard Value 2013-04-30 Herbalife, Ltd. Pershing Square 2013-04-09 The Timken Company Relational Investors 2013-03-01 Apple Inc. Greenlight Capital 2013-02-21 SandRidge Energy TPG-Axon 2013-01-18 Danone Trian Partners 2012-11-07 ADT Corporation Corvex 2012-10-24 TPC Group Inc. Sandell 2012-10-01 Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) ValueAct 2012-10-01 Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) Marcato 2012-10-01 New Oriental Education & Technology Group Muddy Waters 2012-07-18 Lazard Ltd Trian Partners 2012-06-18 BMC Software Elliott Management 2012-05-31 AOL, Inc. Starboard Value 2012-05-23 J.C. Penney Company, Inc. Pershing Square 2012-05-16 Burger King Worldwide Holdings Pershing Square 2012-04-04 Canadian Pacific Railway Pershing Square 2012-02-06 Tronox Incorporated Sandell 2011-12-01 Lowe's Companies, Inc. Pershing Square 2011-11-08 Fortune Brands Home & Security Pershing Square 2011-10-18 Green Mountain Coffee Roasters Greenlight Capital 2011-10-17 State Street Corporation Trian Partners 2011-10-16 Rubicon Limited Sandell 2011-10-01 Yahoo! Inc. Third Point 2011-09-14 Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) Pershing Square 2011-09-14 The McGraw-Hill Companies JANA Partners 2011-08-22 Spreadtrum Communications Muddy Waters 2011-06-28 Family Dollar Stores Pershing Square 2011-05-25 Duoyuan Global Water Inc. Muddy Waters 2011-04-04 Iron Mountain Incorporated Elliott Management 2011-03-09 RINO International Corp. Muddy Waters 2010-11-10 The St. Joe Company Greenlight Capital 2010-10-13 Orient Paper Inc. Muddy Waters 2010-06-28 NRSRO Rating Agencies (Moody's, S&P, Fitch) Pershing Square 2010-05-26 Mall REIT sector (long General Growth Properties) Pershing Square 2009-12-07 Corrections Corporation of America Pershing Square 2009-10-20 US/Japan Sovereign Debt & Fiat Currencies (Macro) Greenlight Capital 2009-10-19 Realty Income Corporation Pershing Square 2009-10-06 Wendy's International Pershing Square 2008-05-21 Whole Foods Market, Inc. JANA Partners 2007-08-02 Borders Group, Inc. Pershing Square 2006-11-09 Time Warner Inc. Carl Icahn 2006-02-01 Allied Capital Greenlight Capital 2002-06-17 Quintis Limited Viceroy Research — Norwegian (unspecified — inferred from filename) Elliott Management — ADOMANI White Diamond Research — TCI portfolio companies TCI Fund — GreenPower Motor Company White Diamond Research — Fluor Corporation Starboard Value — The Walt Disney Company Trian Partners —