Brahman Capital Corp.
- SEC CIK
- 0001014894
- 最新申報
- 2023/11/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 28
- 較 2021 年第 1 季 +2
- 總值
- $13.5 億
- 較 2021 年第 1 季 +$1.73 億 (+14.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 1,999,668 | $1.74 億 | 12.8% | −75,668−3.6% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 5,817,464 | $1.59 億 | 11.7% | −1,284,610−18.1% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 1,617,841 | $1.14 億 | 8.4% | −80,856−4.8% | 減碼 | 歷史 |
| NLSNNielsen Holdings plc | SHS EUR | 3,921,433 | $9,674 萬 | 7.1% | −239,756−5.8% | 減碼 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 1,972,889 | $9,040 萬 | 6.7% | −184,769−8.6% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 322,638 | $7,818 萬 | 5.8% | −62,481−16.2% | 減碼 | 歷史 |
| GDOTGreen Dot Corp | CL A | 1,481,887 | $6,943 萬 | 5.1% | +455,267+44.3% | 加碼 | 歷史 |
| FWONKLiberty Media Corp | COM SER C FRMLA | 1,274,399 | $6,144 萬 | 4.5% | +415,533+48.4% | 加碼 | 歷史 |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 5,767,432 | $5,658 萬 | 4.2% | +1,112,462+23.9% | 加碼 | 歷史 |
| Landcadia Holdings III Inc51476H100 | COM CL A | 4,557,533 | $5,651 萬 | 4.2% | 00.0% | 不變 | – |
| CHTRCharter Communications, Inc. | CL A | 75,176 | $5,424 萬 | 4.0% | −26,124−25.8% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 1,728,348 | $5,303 萬 | 3.9% | +1,728,348 | 新進 | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 1,989,505 | $5,252 萬 | 3.9% | +1,989,505 | 新進 | 歷史 |
| BCOBrinks Co | COM | 661,700 | $5,085 萬 | 3.8% | −17,271−2.5% | 減碼 | 歷史 |
| Gores Hldgs V Inc382864106 | COM CL A | 4,987,501 | $5,037 萬 | 3.7% | +1,494,725+42.8% | 加碼 | – |
| UTHRUnited Therapeutics Corp | COM | 246,747 | $4,427 萬 | 3.3% | +253+0.1% | 加碼 | 歷史 |
| ARMKAramark | COM | 1,136,048 | $4,232 萬 | 3.1% | −163,448−12.6% | 減碼 | 歷史 |
| Skillsoft Corp.83066P119 | *W EXP 06/11/202 | 6,508,991 | $1,360 萬 | 1.0% | +6,508,991 | 新進 | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 7,433,775 | $1,004 萬 | 0.7% | +1,809,783+32.2% | 加碼 | – |
| Ardagh Group S AL0223L101 | CL A | 371,285 | $910.4 萬 | 0.7% | 00.0% | 不變 | – |
| SKILSkillsoft Corp. | CL A | 657,847 | $648.0 萬 | 0.5% | +657,847 | 新進 | 歷史 |
| Landcadia Holdings III Inc51476H118 | *W EXP 10/01/202 | 1,401,105 | $378.3 萬 | 0.3% | +49,100+3.6% | 加碼 | – |
| Liberty Media Acquisition Corp53073L203 | UNIT 01/22/2026 | 206,116 | $218.4 萬 | 0.2% | +206,116 | 新進 | – |
| Gores Hldgs V Inc382864114 | *W EXP 08/05/202 | 1,010,256 | $206.1 萬 | 0.2% | +218,158+27.5% | 加碼 | – |
| GS Acquisition Hldgs Corp II36258Q113 | *W EXP 06/30/202 | 556,367 | $122.4 萬 | 0.1% | 00.0% | 不變 | – |
| Bowx Acquisition Corp103085114 | *W EXP 08/03/202 | 287,795 | $96.1 萬 | 0.1% | 00.0% | 不變 | – |
| Live Oak Mobility Acquisi Co538126202 | UNIT 03/01/2028 | 73,000 | $73.3 萬 | 0.1% | +73,000 | 新進 | – |
| Roman DBDR Tech Acquisition77584N119 | *W EXP 10/31/202 | 426,779 | $69.8 萬 | 0.1% | +426,779 | 新進 | – |
2021 年第 1 季之後清倉（5 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VOYAVoya Financial, Inc. | COM | 442,793 | $2,818 萬 | 2.4% | 歷史 |
| EVRGEvergy, Inc. | Stock | 235,721 | $1,403 萬 | 1.2% | 歷史 |
| Churchill Cap Corp II17143G114 | *W EXP 07/02/202 | 6,508,991 | $956.8 萬 | 0.8% | – |
| ATEXAnterix Inc. | COM | 198,128 | $934.4 萬 | 0.8% | 歷史 |
| Churchill Cap Corp II17143G106 | CL A | 652,024 | $652.0 萬 | 0.6% | – |