StockDriftsStockDriftsTop 29 Chanos & Co Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DLR | DIGITAL RLTY TR INC | 58.34% | 1.53M | $185.6M | -26.29%(-547.00K) | — | 2023-09-30 | |
| EQIX | EQUINIX INC | 28.97% | 126.9K | $92.2M | +22.14%(+23.00K) | — | 2023-09-30 | |
| VRT | VERTIV HOLDINGS CO | 4.59% | 392.6K | $14.6M | -34.16%(-203.70K) | — | 2023-09-30 | |
| DBRG | DIGITALBRIDGE GROUP INC | 1.8% | 326.1K | $5.7M | -56.32%(-420.50K) | — | 2023-09-30 | |
| QQQ | INVESCO QQQ TR | 0.85% | 7.5K | $2.7M | -37.74%(-4.57K) | — | 2023-09-30 | |
| KRE | SPDR SER TR | 0.65% | 49.8K | $2.1M | -50.46%(-50.72K) | — | 2023-09-30 | |
| WING | WINGSTOP INC | 0.57% | 10.0K | $1.8M | -47.64%(-9.10K) | — | 2023-09-30 | |
| NOVAQ | SUNNOVA ENERGY INTL INC. | 0.52% | 158.6K | $1.7M | -22.48%(-46.00K) | — | 2023-09-30 | |
| RUN | SUNRUN INC | 0.42% | 107.3K | $1.3M | -82.62%(-510.01K) | — | 2023-09-30 | |
| ENVX | ENOVIX CORPORATION | 0.39% | 97.7K | $1.2M | -55.33%(-121.00K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Chanos & Co Lp reports $318.17M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are DLR (58.3%), EQIX (29.0%) and VRT (4.6%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chanos & Co Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1446440). View Chanos & Co Lp’s 13F filings on SEC