SP

Saddle Point Management, L.P.

13F
Saddle Point Management, L.P.
Last update 2022-11-15 10 Stocks (5 new)
Value $3.00 Mil Turnover 80 %
Countries:
Top Holdings: GTN(17.03%)CHTR(14.82%)DBX(13.02%)SLM(12.68%)LIND(12.37%)
Summary Stock Picks Current Portfolio
Saddle Point Management, L.P. Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GTN
Gray Television Inc
34,395
493.0
+156.77%
17.030
+10.40%
0.040
+57.72%
+70.47%
579.0
Media - Diversified
CHTR
Charter Communications Inc
1,415
429.0
+157.27%
14.820
+9.06%
0.000
+14.17%
+10.75%
51,866.7
Telecommunication Services
DBX
Dropbox Inc
18,204
377.0
New Holding
13.020
+13.02%
0.010
-0.19%
-10.85%
7,314.6
Software
SLM
SLM Corp
26,200
367.0
New Holding
12.680
+12.68%
0.010
+24.91%
+19.56%
6,861.3
Credit Services
LIND
Lindblad Expeditions Holdings Inc
52,967
358.0
New Holding
12.370
+12.37%
0.100
+57.32%
+5.06%
681.7
Travel & Leisure
VRRM
Verra Mobility Corp
18,392
283.0
+65.32%
9.780
+3.86%
0.010
+16.64%
+3.23%
3,979.3
Software
GOOGL
Alphabet Inc
2,652
254.0
New Holding
8.770
+8.77%
0.000
+19.48%
-3.12%
2,226,332.3
Interactive Media
LITE
Lumentum Holdings Inc
3,110
213.0
New Holding
7.360
+7.36%
0.000
+90.83%
+18.68%
6,914.3
Hardware
TEAD
Outbrain Inc
33,000
120.0
+121.48%
4.150
+2.28%
0.060
-20.13%
-64.62%
239.5
Interactive Media
LITE CALL
Lumentum Holdings Inc
600
1.0
0%
0.030
0%
0.000
+90.83%
+18.68%
6,914.3
Hardware

Saddle Point Management, L.P.'s Historical Top Holdings Breakdowns

Saddle Point Management, L.P. Total Holding History ($B)

To

Saddle Point Management, L.P.'s Asset Allocation

To

Saddle Point Management, L.P. Past Portfolios

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

Top Ranked Articles

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Saddle Point Management, L.P.'s Hypothetical Growth since 2022-09-30

Saddle Point Management, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Saddle Point Management, L.P.'s Holdings Heat Map

Size field:

Saddle Point Management, L.P.'s Holdings Bubble Chart

Saddle Point Management, L.P. News

  • 1

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