BRAHMAN CAPITAL CORP. Information

655 THIRD AVENUE, NEW YORK, New York, 10017, (212) 681-9797

Report Date: 03/31/2014

Position Statistics

Total Positions 20
New Positions 1
Increased Positions 9
Decreased Positions 11
Positions with Activity 20
Sold Out Positions 3
Total Mkt Value (in $ millions) 2,716

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 5.79%
Consumer/Non-Cyclical
Energy 1.76%
Financial 7.89%
Healthcare 18.92%
Services 50%
Technology
Transportation
Utilities 8.38%

20 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CHARTER COMMUNICATIONS INC DEL CL A NEW 122,749 2,971 2.48 756,075
CBS CORP (CLASS B) CL B 246,716 28,011 12.81 4,273,620
ALLISON TRANSMISSION HLDGS INC COM 157,250 -116 (0.07) 5,036,834
AUTOZONE INC COM -66,122 Sold Out 0
COMMSCOPE HLDG CO INC COM 144,686 19,151 15.26 6,183,183
GAMING & LEISURE PPTYS INC COM 52,318 -14,430 (21.62) 1,500,791
OMNICARE INC COM 154,225 -8,781 (5.39) 2,436,028
RADIOSHACK CORP COM -2,804 Sold Out 0
REALOGY HLDGS CORP COM 143,410 -301 (0.21) 3,769,966
VALEANT PHARMACEUTICALS INTL I COM 359,820 -63,614 (15.02) 2,913,051
WALGREEN CO COM 243,068 -66,994 (21.61) 3,316,523
AMERICAN INTL GROUP INC COM NEW -99,468 Sold Out 0
CALPINE CORP COM NEW 227,542 227,542 New 10,324,049
NORTHSTAR RLTY FIN CORP COM NEW 57,639 33,816 141.94 3,422,769
OCWEN FINL CORP COM NEW 214,354 86,347 67.46 5,979,194
TRIANGLE PETE CORP COM NEW 47,908 608 1.29 4,158,660
LIBERTY INTERACTIVE CORP INT COM SER A 205,945 -7,259 (3.41) 7,121,184
ENDO INTL PLC SHS 154,064 2,540 1.68 2,248,128
LIBERTY GLOBAL PLC SHS CL A 93,993 94 .10 2,210,051
LIBERTY GLOBAL PLC SHS CL C 90,254 -87,473 (49.22) 2,201,851

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