Alleghany Del (Y) Shareholder Centaur Capital Partners LP Has Boosted Its Stake; First Manhattan Company Position in Discovery Communic (DISCK) Has Lifted as Shares Declined

February 17, 2018 - By Peter Erickson

First Manhattan Company increased its stake in Discovery Communic (DISCK) by 2.45% based on its latest 2017Q3 regulatory filing with the SEC. First Manhattan Company bought 68,698 shares as the company’s stock declined 10.36% while stock markets rallied. The hedge fund held 2.88M shares of the consumer services company at the end of 2017Q3, valued at $58.25M, up from 2.81 million at the end of the previous reported quarter. First Manhattan Company who had been investing in Discovery Communic for a number of months, seems to be bullish on the $14.55B market cap company. The stock decreased 0.74% or $0.17 during the last trading session, reaching $22.65. About 1.78 million shares traded. Discovery Communications, Inc. (NASDAQ:DISCK) has risen 0.32% since February 17, 2017 and is uptrending. It has underperformed by 16.38% the S&P500.

Zeke Ashton increased its stake in Alleghany Corp Del (Y) by 33.77% based on its latest 2017Q3 regulatory filing with the SEC. Centaur Capital Partners Lp bought 1,300 shares as the company’s stock declined 10.28% while stock markets rallied. The hedge fund run by Zeke Ashton held 5,150 shares of the property-casualty insurers company at the end of 2017Q3, valued at $2.85M, up from 3,850 at the end of the previous reported quarter. Centaur Capital Partners Lp who had been investing in Alleghany Corp Del for a number of months, seems to be bullish on the $9.17 billion market cap company. The stock increased 1.07% or $6.3 during the last trading session, reaching $595.88. About 34,141 shares traded. Alleghany Corporation (NYSE:Y) has risen 7.94% since February 17, 2017 and is uptrending. It has underperformed by 8.76% the S&P500.

First Manhattan Company, which manages about $20.51B and $17.46B US Long portfolio, decreased its stake in Vornado Rlty Tr (NYSE:VNO) by 83,200 shares to 423,566 shares, valued at $32.56M in 2017Q3, according to the filing. It also reduced its holding in Amdocs Ltd (NASDAQ:DOX) by 33,585 shares in the quarter, leaving it with 238,932 shares, and cut its stake in Alphabet Inc.

Centaur Capital Partners Lp, which manages about $166.13 million and $57.75M US Long portfolio, decreased its stake in Facebook Inc (NASDAQ:FB) by 3,000 shares to 14,500 shares, valued at $2.48M in 2017Q3, according to the filing. It also reduced its holding in Ishares Silver Trust (Call) (SLV) by 30,000 shares in the quarter, leaving it with 30,000 shares, and cut its stake in Flir Sys Inc (NASDAQ:FLIR).

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