Brahman Capital Corp.
- SEC CIK
- 0001014894
- Latest filing
- Nov 14, 2023
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 26
- No 13F data for Q4 2020
- Portfolio value
- $1.18B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 2,075,336 | $161.1M | 13.6% | – | – | History |
| VRTVertiv Holdings Co | COM CL A | 7,102,074 | $142.0M | 12.0% | – | – | History |
| NLSNNielsen Holdings plc | SHS EUR | 4,161,189 | $104.7M | 8.9% | – | – | History |
| EBAYeBay Inc | COM | 1,698,697 | $104.0M | 8.8% | – | – | History |
| HOGHarley-Davidson, Inc. | COM | 2,157,658 | $86.5M | 7.3% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 385,119 | $74.4M | 6.3% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 101,300 | $62.5M | 5.3% | – | – | History |
| BCOBrinks Co | COM | 678,971 | $53.8M | 4.6% | – | – | History |
| ARMKAramark | COM | 1,299,496 | $49.1M | 4.2% | – | – | History |
| GDOTGreen Dot Corp | CL A | 1,026,620 | $47.0M | 4.0% | – | – | History |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 4,654,970 | $46.3M | 3.9% | – | – | History |
| Landcadia Holdings III Inc51476H100 | COM CL A | 4,557,533 | $45.6M | 3.9% | – | – | – |
| UTHRUnited Therapeutics Corp | COM | 246,494 | $41.2M | 3.5% | – | – | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 858,866 | $37.2M | 3.1% | – | – | History |
| Gores Hldgs V Inc382864106 | COM CL A | 3,492,776 | $34.9M | 3.0% | – | – | – |
| VOYAVoya Financial, Inc. | COM | 442,793 | $28.2M | 2.4% | – | – | History |
| EVRGEvergy, Inc. | Stock | 235,721 | $14.0M | 1.2% | – | – | History |
| Churchill Cap Corp II17143G114 | *W EXP 07/02/202 | 6,508,991 | $9.57M | 0.8% | – | – | – |
| Ardagh Group S AL0223L101 | CL A | 371,285 | $9.43M | 0.8% | – | – | – |
| ATEXAnterix Inc. | COM | 198,128 | $9.34M | 0.8% | – | – | History |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 5,623,992 | $8.49M | 0.7% | – | – | – |
| Churchill Cap Corp II17143G106 | CL A | 652,024 | $6.52M | 0.6% | – | – | – |
| Landcadia Holdings III Inc51476H118 | *W EXP 10/01/202 | 1,352,005 | $2.01M | 0.2% | – | – | – |
| Gores Hldgs V Inc382864114 | *W EXP 08/05/202 | 792,098 | $1.23M | 0.1% | – | – | – |
| GS Acquisition Hldgs Corp II36258Q113 | *W EXP 06/30/202 | 556,367 | $1.22M | 0.1% | – | – | – |
| Bowx Acquisition Corp103085114 | *W EXP 08/03/202 | 287,795 | $616.0K | 0.1% | – | – | – |