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Brahman Capital Corp.

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$274.53M
# of Holdings
20
Performance Rank
N/A
Allocation (Top 20)
N/A

Brahman Capital Corp. Holdings Map

Top 20 Brahman Capital Corp. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CLVT
CLARIVATE PLC
26.82%10.97M$73.6M
-1.47%(-164.16K)
2022-Q3: 1.78M shares2022-Q4: 4.71M shares2023-Q1: 13.99M shares2023-Q2: 11.14M shares2023-Q3: 10.97M shares2023-09-30
GDDY
GODADDY INC
15.33%565.1K$42.1M
-8.82%(-54.66K)
2022-Q3: 2.38M shares2022-Q4: 2.19M shares2023-Q1: 1.91M shares2023-Q2: 619.8K shares2023-Q3: 565.1K shares2023-09-30
WBD
WARNER BROS DISCOVERY INC
11.52%2.91M$31.6M
-10.68%(-348.17K)
2022-Q3: 9.89M shares2022-Q4: 9.42M shares2023-Q1: 8.42M shares2023-Q2: 3.26M shares2023-Q3: 2.91M shares2023-09-30
DLTR
DOLLAR TREE INC
7.63%196.8K$21.0M
-12.01%(-26.88K)
2022-Q3: 449.5K shares2022-Q4: 686.7K shares2023-Q1: 587.8K shares2023-Q2: 223.7K shares2023-Q3: 196.8K shares2023-09-30
USFD
US FOODS HLDG CORP
6.97%482.0K$19.1M
-10.11%(-54.20K)
2022-Q4: 743.6K shares2023-Q1: 1.39M shares2023-Q2: 536.2K shares2023-Q3: 482.0K shares2023-09-30
VRT
VERTIV HOLDINGS CO
6.53%481.9K$17.9M
-46.20%(-413.79K)
2022-Q3: 3.72M shares2022-Q4: 3.80M shares2023-Q1: 2.85M shares2023-Q2: 895.7K shares2023-Q3: 481.9K shares2023-09-30
FTAI
FTAI AVIATION LTD
4.99%385.2K$13.7M
-31.70%(-178.78K)
2023-Q2: 564.0K shares2023-Q3: 385.2K shares2023-09-30
VST
VISTRA CORP
4.04%333.9K$11.1M
-19.84%(-82.63K)
2023-Q1: 1.51M shares2023-Q2: 416.5K shares2023-Q3: 333.9K shares2023-09-30
ELV
ELEVANCE HEALTH INC
3.77%23.8K$10.4Mnew2023-Q3: 23.8K shares2023-09-30
AMBP
ARDAGH METAL PACKAGING S A
3.09%2.71M$8.5M
-1.52%(-41.84K)
2022-Q3: 5.96M shares2022-Q4: 2.74M shares2023-Q1: 4.25M shares2023-Q2: 2.75M shares2023-Q3: 2.71M shares2023-09-30

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