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Ailanthus Capital Management, LP

13F
Ailanthus Capital Management, LP
Last update 2019-08-20 19 Stocks (13 new)
Value $194.00 Mil Turnover 40 %
Countries:
Ailanthus Capital Management, ... Top Holdings of 2019-06-30 View Full List
Ticker
MSCI PUT
LSXMA
EGHT
ZNGA
LAUR
S PUT
SHEN
PARA
CNK
VIPS
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)

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Ailanthus Capital Management, LP's Asset Allocation

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Ailanthus Capital Management, LP Past Portfolios

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

Top Ranked Articles

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Ailanthus Capital Management, LP's Hypothetical Growth since 2019-06-30

Ailanthus Capital Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Ailanthus Capital Management, LP's Holdings Heat Map

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Ailanthus Capital Management, LP's Holdings Bubble Chart

Ailanthus Capital Management, LP News

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