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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|
|SODA||SodaStream International Ltd||Beverages - Non-Alcoholic||96,198||2,837||5.5%||+25.9%||+1.13%||0.46|
|UAL||United Continental Holdings Inc||Airlines||23,266||1,089||2.1%||+1.16%||+0.02%||0.01|
|LOV||Spark Networks Inc||Online Media||548,119||2,543||4.9%||0||0||2.25|
|JBLU||JetBlue Airways Corp||Airlines||169,845||1,804||3.5%||-1.25%||-0.04%||0.06|
|AAL||American Airlines Group Inc||Airlines||27,074||961||1.8%||-3.41%||-0.06%||0.00|
|DAL||Delta Air Lines Inc||Airlines||59,189||2,140||4.1%||-2.36%||-0.08%||0.01|
|CALL||magicJack VocalTec Ltd||Communication Services||154,954||1,526||2.9%||-3.4%||-0.12%||0.87|
|BA||Boeing Co||Aerospace & Defense||18,219||2,321||4.5%||-3.38%||-0.12%||0.00|
|AIG||American International Group Inc||Insurance||73,650||3,979||7.6%||-3.4%||-0.21%||0.01|
|APD||Air Products & Chemicals Inc||Chemicals||30,912||4,024||7.7%||-4.47%||-0.28%||0.01|
|NFLX||Netflix Inc||Communication Services||4,260||1,922||3.7%||-14.11%||-0.47%||0.01|
|GS||Goldman Sachs Group Inc||Brokers & Exchanges||11,914||2,187||4.2%||-24.54%||-0.98%||0.00|
|PAH||Platform Specialty Products Corp||Chemicals||130,615||3,268||6.3%||-16.23%||-1.05%||0.08|
|MU||Micron Technology Inc||Semiconductors||94,215||3,228||6.2%||-19.59%||-1.14%||0.01|
|BRK.B||Berkshire Hathaway Inc||Insurance||31,132||4,301||8.3%||-17.34%||-1.23%||0.00|
|HTZ||Hertz Global Holdings Inc||Consulting & Outsourcing||96,890||2,460||4.7%||-23.74%||-1.26%||0.02|
|CAR||Avis Budget Group Inc||Consulting & Outsourcing||58,713||3,223||6.2%||-22.94%||-1.56%||0.06|
|HHC||Howard Hughes Corp||Real Estate Services||40,396||6,059||11.6%||-16.7%||-1.9%||0.10|
|Portfolio changes after 2014-09-30 are included for Premium Members only!|
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