BRAHMAN CAPITAL CORP.

AUM: $1.54 B
13-F Portfolio Value: $274.53 M
Last 13-F Filed: Q3 2023
Concentration in top 10: 90.69%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
CLVTCLARIVATE PLC26.82%10,971,555$73,619,134-164,165-1.47%$6.7113F
GDDYGODADDY INC15.33%565,108$42,089,244-54,658-8.82%$74.4813F
WBDWARNER BROS DISCOVERY INC11.52%2,912,481$31,629,544-348,173-10.68%$10.8613F
DLTRDOLLAR TREE INC7.63%196,850$20,954,683-26,876-12.01%$106.4513F
USFDUS FOODS HLDG CORP6.97%482,027$19,136,472-54,198-10.11%$39.713F
VRTVERTIV HOLDINGS CO6.53%481,892$17,926,382-413,789-46.2%$37.213F
FTAIFTAI AVIATION LTD4.99%385,249$13,695,602-178,782-31.7%$35.5513F
VSTVISTRA CORP4.04%333,866$11,077,674-82,629-19.84%$33.1813F
ELVELEVANCE HEALTH INC3.77%23,782$10,355,15823,782New$435.4213F
AMBPARDAGH METAL PACKAGING S A3.09%2,707,882$8,475,671-41,840-1.52%$3.1313F
IQVIQVIA HLDGS INC2.8%39,116$7,696,0732190.56%$196.7513F
MATMATTEL INC2.24%279,177$6,150,269279,177New$22.0313F
IFFINTERNATIONAL FLAVORS&FRAGRA1.53%61,753$4,209,702-7,521-10.86%$68.1713F
UTHRUNITED THERAPEUTICS CORP DEL0.86%10,473$2,365,5371,30814.27%$225.8713F
EVBGEVERBRIDGE INC0.83%101,922$2,285,091-308,342-75.16%$22.4213F
CHTRCHARTER COMMUNICATIONS INC N0.79%4,917$2,162,595-986-16.7%$439.8213F
FIPFTAI INFRASTRUCTURE INC0.21%178,471$574,677-29,879-14.34%$3.2213F
AMBPWSARDAGH METAL PACKAGING S A0.02%557,319$61,305No Change$0.1113F
BOACWSBLUESCAPE OPPORTUNITIES ACQU0.01%4,202,814$36,564-6,168-0.15%$0.008713F
SKILWSSKILLSOFT CORP0.00891%2,203,169$24,455No Change$0.0113F
ARMKARAMARK-466,353Exited13F
NRGNRG ENERGY INC-103,446Exited13F
OPALOPAL FUELS INC-74,360Exited13F
VOYAVOYA FINANCIAL INC-32,449Exited13F