MERU CAPITAL GROUP, LP Information

527 MADISON AVENUE, NEW YORK, New York, 10022, (212) 546-6860

Report Date: 12/31/2013

Position Statistics

Total Positions 76
New Positions 20
Increased Positions 41
Decreased Positions 33
Positions with Activity 74
Sold Out Positions 20
Total Mkt Value (in $ millions) 425

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

Sector Weighting

Basic Materials 3.03%
Capital Goods 5.93%
Conglomerates 3.03%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial 5.93%
Healthcare 5.71%
Services 57.03%
Technology 14.84%
Transportation
Utilities

41 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BLOCK H & R INC COM 37,760 9,745 34.78 1,350,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 31,385 8,647 38.03 245,000
COGNIZANT TECHNOLOGY SOLUTIONS CL A 22,458 49 .22 458,802
DISH NETWORK CORP CL A 22,104 2,428 12.34 370,000
SIX FLAGS ENTMT CORP NEW COM 21,551 7,755 56.21 540,000
LIBERTY GLOBAL PLC SHS CL C 16,425 2,255 15.92 422,225
FIREEYE INC COM 14,269 14,269 New 305,148
GRACE W R & CO DEL NEW COM 12,865 1,351 11.73 133,315
SIRIUS XM HLDGS INC COM 12,046 12,046 New 3,800,000
NOKIA CORP SPONSORED ADR 12,045 8,753 265.85 1,650,000
ZALE CORP NEW COM 11,862 5,839 96.94 557,664
MASTERCARD INC CL A 11,738 2,444 26.29 160,000
ENDO INTL PLC SHS 10,280 10,280 New 165,747
TWENTY FIRST CENTY FOX INC CL A 9,348 806 9.44 285,700
COMCAST CORP NEW CL A 8,962 3,291 58.04 175,000
LIBERTY GLOBAL PLC SHS CL A 8,598 1,180 15.92 215,000
TIME WARNER CABLE INC COM 8,392 5,135 157.62 60,000
TRANSDIGM GROUP INC COM 7,781 6,876 760 43,000
T-MOBILE US INC COM 5,962 2,717 83.73 200,000
LIBERTY INTERACTIVE CORP INT COM SER A 5,930 3,628 157.61 200,000


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