AI

ACT II MANAGEMENT, LP

13F
ACT II MANAGEMENT, LP
Last update 2020-05-12 11 Stocks (0 new)
Value $34.00 Mil Turnover 0 %
Countries:
Top Holdings: GOOG(14.72%)LBRDA(14.66%)CHGG(14.63%)NXST(9.52%)CMCSA(7.63%)
Summary Stock Picks Current Portfolio
ACT II MANAGEMENT, LP Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META
Meta Platforms Inc
38,768
6,467.0
-20.67%
19.130
-2.02%
0.000
+40.64%
+22.72%
1,803,589.8
Interactive Media
GOOG
Alphabet Inc
85,600
4,977.0
-52.42%
14.720
-6.15%
0.000
+20.17%
-7.40%
2,129,773.6
Interactive Media
LBRDA
Liberty Broadband Corp
46,310
4,955.0
-24.47%
14.660
-1.82%
0.030
+35.64%
+31.85%
14,123.7
Telecommunication Services
CHGG
Chegg Inc
138,297
4,948.0
-53.94%
14.630
-5.99%
0.110
+181.56%
-13.98%
147.6
Education
NXST
Nexstar Media Group Inc
55,746
3,218.0
-44.94%
9.520
-5.20%
0.140
+23.69%
+17.15%
5,453.3
Media - Diversified
CMCSA
Comcast Corp
75,000
2,579.0
-48.28%
7.630
-3.07%
0.000
+10.43%
-1.68%
134,170.6
Telecommunication Services
DIS
The Walt Disney Co
23,051
2,227.0
-46.46%
6.590
-2.82%
0.000
+50.51%
+10.46%
220,179.0
Media - Diversified
VZ
Verizon Communications Inc
30,000
1,612.0
0%
4.770
0%
0.000
+3.79%
+11.38%
181,615.2
Telecommunication Services
LSXMA
Liberty SiriusXM Group
39,233
1,243.0
0%
3.680
0%
0.010
+6.63%
-22.44%
7,284.1
Media - Diversified
GTN
Gray Television Inc
90,995
977.0
-46.78%
2.890
-1.67%
0.100
+50.55%
+63.70%
570.1
Media - Diversified

ACT II MANAGEMENT, LP's Historical Top Holdings Breakdowns

ACT II MANAGEMENT, LP Total Holding History ($B)

To

ACT II MANAGEMENT, LP's Asset Allocation

To

ACT II MANAGEMENT, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ACT II MANAGEMENT, LP's Hypothetical Growth since 2020-03-31

ACT II MANAGEMENT, LP's Yearly Returns

Year Portfolio % % Excess Gain %

ACT II MANAGEMENT, LP's Holdings Heat Map

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ACT II MANAGEMENT, LP's Holdings Bubble Chart

ACT II MANAGEMENT, LP News

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