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Ailanthus Capital Management, LP13F | |
Ailanthus Capital Management, LP | |
Last update 2019-08-20 | 19 Stocks (13 new) |
Value $194.00 Mil | Turnover 40 % |
Ailanthus Capital Management, ... Top Holdings of 2019-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCI
PUT
| MSCI Inc | 256,800 | 61,321.0 | 0% | 31.650 | 0% | 0.320 | +6.01% | -3.07% | 44,716.1 | Capital Markets | |
LSXMA | Liberty SiriusXM Group | 440,000 | 16,636.0 | +9.45% | 8.590 | +0.74% | 0.130 | +6.63% | -22.44% | 7,284.1 | Media - Diversified | |
EGHT | 8x8 Inc | 603,000 | 14,532.0 | New Holding | 7.500 | +7.50% | 0.510 | +22.15% | -27.72% | 260.7 | Software | |
ZNGA | Zynga Inc | 2,132,000 | 13,069.0 | +14.87% | 6.740 | +0.87% | 0.190 | -6.19% | +27.81% | 9,302.9 | Interactive Media | |
LAUR | Laureate Education Inc | 803,000 | 12,615.0 | -47.31% | 6.510 | -6.68% | 0.460 | +26.59% | +32.48% | 3,605.7 | Education | |
S
PUT
| Sprint Corp | 1,700,000 | 11,169.0 | 0% | 5.760 | 0% | 0.040 | +65.13% | +65.45% | 35,440.6 | Telecommunication Services | |
SHEN | Shenandoah Telecommunications Co | 213,000 | 8,205.0 | New Holding | 4.230 | +4.23% | 0.430 | +12.70% | +16.81% | 808.0 | Telecommunication Services | |
PARA | Paramount Global | 151,000 | 7,535.0 | New Holding | 3.890 | +3.89% | 0.020 | +19.24% | +25.25% | 9,170.8 | Media - Diversified | |
CNK | Cinemark Holdings Inc | 182,000 | 6,570.0 | New Holding | 3.390 | +3.39% | 0.150 | +6.14% | -1.90% | 3,475.7 | Media - Diversified | |
VIPS | Vipshop Holdings Ltd | 631,285 | 5,448.0 | New Holding | 2.810 | +2.81% | 0.090 | +26.81% | +21.75% | 8,135.1 | Retail - Cyclical |
Ailanthus Capital Management, LP's Historical Top Holdings Breakdowns
Ailanthus Capital Management, LP Total Holding History ($B)
Ailanthus Capital Management, LP's Asset Allocation
Ailanthus Capital Management, LP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Ailanthus Capital Management, LP's Hypothetical Growth since 2019-06-30
Ailanthus Capital Management, LP's Yearly Returns
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Ailanthus Capital Management, LP's Holdings Heat Map
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Ailanthus Capital Management, LP's Holdings Bubble Chart
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