Friday, May 25, 2012

Carl Icahn Files a Bunch of 13D's, Owns 7.56% of Chesapeake Energy, Would Like the Board to Leave (CHK)

Ha!
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 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
In yesterday's "Icahn, BlackRock Bullish on Chesapeake; Shares Rise" (CHK) we ended with:
...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
       
     

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