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This page shows the Portfolio Holdings of Whitney Tilson at Kase Capital Management. It tells us what Whitney Tilson holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.
|Ticker||Company||Industry||Shares||Value ($1000)|| % Weighting as of|
| Share # Change|
from Last Period
|Trade Impact (%)||% of Shares Outstanding|
|UNP||Union Pacific Corp||Transportation & Logistics||31,280||2,765||5.49%||New Buy||+5.49%||0.00|
|GE||General Electric Co||Industrial Products||101,950||2,571||5.11%||New Buy||+5.11%||0.00|
|CP||Canadian Pacific Railway Ltd||Transportation & Logistics||10,700||1,536||3.05%||New Buy||+3.05%||0.01|
|PAH||Platform Specialty Products Corp||Chemicals||367,320||4,647||9.23%||+35.47%||+2.42%||0.17|
|BRK.B||Berkshire Hathaway Inc||Insurance||31,983||4,171||8.28%||+37.34%||+2.25%||0.00|
|MU||Micron Technology Inc||Semiconductors||181,420||2,718||5.4%||+32.30%||+1.32%||0.02|
|SODA||SodaStream International Ltd||Beverages - Non-Alcoholic||190,785||2,625||5.21%||+25.76%||+1.07%||0.91|
|LOV||Spark Networks Inc||Online Media||807,509||2,326||4.62%||+6.01%||+0.26%||3.14|
|HHC||Howard Hughes Corp||Real Estate Services||51,495||5,909||11.73%||+2.12%||+0.24%||0.13|
|CAR||Avis Budget Group Inc||Consulting & Outsourcing||73,491||3,210||6.37%||+2.11%||+0.13%||0.07|
|CALL||magicJack VocalTec Ltd||Communication Services||327,964||2,922||5.8%||-2.97%||-0.13%||2.08|
|GS||Goldman Sachs Group Inc||Brokers & Exchanges||13,254||2,303||4.57%||-3.20%||-0.16%||0.00|
|APD||Air Products & Chemicals Inc||Chemicals||26,688||3,405||6.76%||-10.23%||-0.75%||0.01|
|DAL||Delta Air Lines Inc||Airlines||61,265||2,749||5.46%||-25.24%||-1.53%||0.01|
|RDI||Reading International Inc||Entertainment||291,406||3,692||7.33%||-21.48%||-1.99%||1.25|
|AAL||American Airlines Group Inc||Airlines||0||0||Sold Out||-3.05%||0.00|
|JBLU||JetBlue Airways Corp||Airlines||109,110||2,812||5.58%||-51.53%||-4.34%||0.03|
|HTZ||Hertz Global Holdings Inc||Consulting & Outsourcing||0||0||Sold Out||-4.52%||0.00|
|Portfolio changes after 2015-09-30 are included for Premium Members only!|
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