And Ha again!
Following up on May 14ths "Dear Chesapeake Energy, My Name is Carl Icahn... (CHK)" we have Deal Journal:
Dear Chesapeake: I’m Back. Love, Carl Icahn
Chesapeake Energy CEO Aubrey McClendon said a few weeks ago that Carl Icahn made a lot of money during his time as a Chesapeake shareholder in 2010 and even called to say “thanks” when he cashed out. Icahn’s version is less sanguine.In yesterday's "Icahn, BlackRock Bullish on Chesapeake; Shares Rise" (CHK) we ended with:
In a scathing letter announcing he has acquired a 7.5% stake in Chesapeake, Icahn says he cashed out last time around because the company abandoned promises of frugality in favor of a buying spree.
“Recognizing this fundamental problem with the board, we sold our position,” Icahn wrote. “That decision turned out to be particularly prescient.”...MORE
...As of a couple minutes ago Mr. Icahn has not crossed the filing threshold . Maybe it's planned for Friday evening ahead of the long weekend.Here are the 13D's, accepted at the IRS 2012-05-25 15:56:59
At Friday's close the stock was at $15.81, up 1.48% and got to $16.10 in afterhours action.
The trades covered by the filings:
(c)
The following table sets forth all transactions with respect to Shares
effected during the past sixty (60) days by any of the Reporting
Persons, inclusive of any transactions effected through 4:00 p.m., New
York City time, on May 25, 2012. Except as otherwise noted below, all
such transactions were purchases of Shares effected in the open market,
and the table includes commissions paid in per share prices.
Name of Reporting Person
|
Date of Transaction
|
Amount of Securities
|
Price Per Share
|
High River LP
|
4/19/2012
|
200,000
|
18.03
|
High River LP
|
4/23/2012
|
567,498
|
17.64
|
High River LP
|
4/24/2012
|
232,502
|
17.90
|
High River LP
|
4/27/2012
|
252,556
|
17.56
|
High River LP
|
4/30/2012
|
157,366
|
17.68
|
High River LP
|
5/7/2012
|
9,216
|
16.75
|
High River LP
|
5/8/2012
|
117,480
|
16.73
|
High River LP
|
5/16/2012
|
1,720,000
|
14.60
|
High River LP
|
5/2/2012
|
1,781,775
|
17.22
|
High River LP
|
5/3/2012
|
503,326
|
17.10
|
High River LP
|
5/4/2012
|
289,802
|
17.37
|
High River LP
|
5/15/2012
|
600,000
|
14.60
|
High River LP
|
5/17/2012
|
180,000
|
13.60
|
High River LP
|
05/18/2012
|
1,126,879
|
14.12
|
High River LP
|
05/21/2012
|
404,063
|
14.67
|
High River LP
|
05/22/2012
|
183,790
|
14.74
|
High River LP
|
05/23/2012
|
1,054,729
|
14.53
|
High River LP
|
05/24/2012
|
636,060
|
14.82
|
Icahn Partners LP
|
4/19/2012
|
311,317
|
18.03
|
Icahn Partners LP
|
4/23/2012
|
883,358
|
17.64
|
Icahn Partners LP
|
4/24/2012
|
361,908
|
17.90
|
Icahn Partners LP
|
4/27/2012
|
393,124
|
17.56
|
Icahn Partners LP
|
4/30/2012
|
244,953
|
17.68
|
Icahn Partners LP
|
5/7/2012
|
13,610
|
16.75
|
Icahn Partners LP
|
5/8/2012
|
173,490
|
16.73
|
Icahn Partners LP
|
5/16/2012
|
2,540,018
|
14.60
|
Icahn Partners LP
|
5/2/2012
|
2,518,695
|
17.22
|
Icahn Partners LP
|
5/3/2012
|
743,289
|
17.10
|
Icahn Partners LP
|
5/4/2012
|
427,963
|
17.37
|
Icahn Partners LP
|
5/15/2012
|
886,054
|
14.60
|
Icahn Partners LP
|
5/17/2012
|
265,816
|
13.60
|
Icahn Partners LP
|
05/18/2012
|
1,664,125
|
14.12
|
Icahn Partners LP
|
05/21/2012
|
596,703
|
14.67
|
Icahn Partners LP
|
05/22/2012
|
271,412
|
14.74
|
Icahn Partners LP
|
05/23/2012
|
1,557,577
|
14.53
|
Icahn Partners LP
|
05/24/2012
|
939,305
|
14.82
|
Icahn Partners Master Fund LP
|
4/19/2012
|
325,759
|
18.03
|
Icahn Partners Master Fund LP
|
4/23/2012
|
924,337
|
17.64
|
Icahn Partners Master Fund LP
|
4/24/2012
|
378,698
|
17.90
|
Icahn Partners Master Fund LP
|
4/27/2012
|
411,361
|
17.56
|
Icahn Partners Master Fund LP
|
4/30/2012
|
256,316
|
17.68
|
Icahn Partners Master Fund LP
|
5/7/2012
|
14,407
|
16.75
|
Icahn Partners Master Fund LP
|
5/8/2012
|
183,671
|
16.73
|
Icahn Partners Master Fund LP
|
5/16/2012
|
2,689,083
|
14.60
|
Icahn Partners Master Fund LP
|
5/2/2012
|
2,693,489
|
17.22
|
Icahn Partners Master Fund LP
|
5/3/2012
|
786,910
|
17.10
|
Icahn Partners Master Fund LP
|
5/4/2012
|
453,082
|
17.37
|
Icahn Partners Master Fund LP
|
5/15/2012
|
938,053
|
14.60
|
Icahn Partners Master Fund LP
|
5/17/2012
|
281,415
|
13.60
|
Icahn Partners Master Fund LP
|
05/18/2012
|
1,761,785
|
14.12
|
Icahn Partners Master Fund LP
|
05/21/2012
|
631,720
|
14.67
|
Icahn Partners Master Fund LP
|
05/22/2012
|
287,340
|
14.74
|
Icahn Partners Master Fund LP
|
05/23/2012
|
1,648,984
|
14.53
|
Icahn Partners Master Fund LP
|
05/24/2012
|
994,430
|
14.82
|
Icahn Partners Master Fund II L.P.
|
4/19/2012
|
113,036
|
18.03
|
Icahn Partners Master Fund II L.P.
|
4/23/2012
|
320,738
|
17.64
|
Icahn Partners Master Fund II L.P.
|
4/24/2012
|
131,405
|
17.90
|
Icahn Partners Master Fund II L.P.
|
4/27/2012
|
142,739
|
17.56
|
Icahn Partners Master Fund II L.P.
|
4/30/2012
|
88,938
|
17.68
|
Icahn Partners Master Fund II L.P.
|
5/7/2012
|
6,136
|
16.75
|
Icahn Partners Master Fund II L.P.
|
5/8/2012
|
78,234
|
16.73
|
Icahn Partners Master Fund II L.P.
|
5/16/2012
|
1,145,384
|
14.60
|
Icahn Partners Master Fund II L.P.
|
5/2/2012
|
1,328,560
|
17.22
|
Icahn Partners Master Fund II L.P.
|
5/3/2012
|
335,174
|
17.10
|
Icahn Partners Master Fund II L.P.
|
5/4/2012
|
192,986
|
17.37
|
Icahn Partners Master Fund II L.P.
|
5/15/2012
|
399,551
|
14.60
|
Icahn Partners Master Fund II L.P.
|
5/17/2012
|
119,866
|
13.60
|
Icahn Partners Master Fund II L.P.
|
05/18/2012
|
750,413
|
14.12
|
Icahn Partners Master Fund II L.P.
|
05/21/2012
|
269,072
|
14.67
|
Icahn Partners Master Fund II L.P.
|
05/22/2012
|
122,390
|
14.74
|
Icahn Partners Master Fund II L.P.
|
05/24/2012
|
423,564
|
14.82
|
Icahn Partners Master Fund III L.P.
|
4/19/2012
|
49,888
|
18.03
|
Icahn Partners Master Fund III L.P.
|
4/23/2012
|
141,560
|
17.64
|
Icahn Partners Master Fund III L.P.
|
4/24/2012
|
57,996
|
17.90
|
Icahn Partners Master Fund III L.P.
|
4/27/2012
|
62,998
|
17.56
|
Icahn Partners Master Fund III L.P.
|
4/30/2012
|
39,255
|
17.68
|
Icahn Partners Master Fund III L.P.
|
5/7/2012
|
2,709
|
16.75
|
Icahn Partners Master Fund III L.P.
|
5/8/2012
|
34,527
|
16.73
|
Icahn Partners Master Fund III L.P.
|
5/16/2012
|
505,515
|
14.60
|
Icahn Partners Master Fund III L.P.
|
5/2/2012
|
586,356
|
17.22
|
Icahn Partners Master Fund III L.P.
|
5/3/2012
|
147,929
|
17.10
|
Icahn Partners Master Fund III L.P.
|
5/4/2012
|
85,175
|
17.37
|
Icahn Partners Master Fund III L.P.
|
5/15/2012
|
176,342
|
14.60
|
Icahn Partners Master Fund III L.P.
|
5/17/2012
|
52,903
|
13.60
|
Icahn Partners Master Fund III L.P.
|
05/18/2012
|
331,194
|
14.12
|
Icahn Partners Master Fund III L.P.
|
05/21/2012
|
118,757
|
14.67
|
Icahn Partners Master Fund III L.P.
|
05/22/2012
|
54,018
|
14.74
|
Icahn Partners Master Fund III L.P.
|
05/23/2012
|
309,988
|
14.53
|
Icahn Partners Master Fund III L.P.
|
05/24/2012
|
186,940
|
14.82
|
