Brahman Capital Corp. Buys Aramark, Vertiv Holdings Co, Clarivate PLC, Sells Tiffany, The Brink's Co, Charter Communications Inc

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May 15, 2020
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New York, NY, based Investment company Brahman Capital Corp. (Current Portfolio) buys Aramark, Vertiv Holdings Co, Clarivate PLC, Liberty SiriusXM Group, Churchill Capital Corp III, sells Tiffany, The Brink's Co, Charter Communications Inc, NRG Energy Inc, Nuance Communications Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Brahman Capital Corp.. As of 2020Q1, Brahman Capital Corp. owns 17 stocks with a total value of $850 million. These are the details of the buys and sells.

For the details of Brahman Capital Corp.'s stock buys and sells, go to https://www.gurufocus.com/guru/brahman+capital+corp./current-portfolio/portfolio

These are the top 5 holdings of Brahman Capital Corp.
  1. GoDaddy Inc (GDDY) - 2,282,046 shares, 15.33% of the total portfolio. Shares added by 12.84%
  2. Clarivate PLC (CCC) - 4,503,953 shares, 10.99% of the total portfolio. Shares added by 44.61%
  3. IQVIA Holdings Inc (IQV) - 823,512 shares, 10.45% of the total portfolio. Shares added by 12.20%
  4. Vertiv Holdings Co (VRT) - 9,210,840 shares, 9.37% of the total portfolio. Shares added by 207.03%
  5. Charter Communications Inc (CHTR) - 182,425 shares, 9.36% of the total portfolio. Shares reduced by 28.22%
New Purchase: Aramark (ARMK)

Brahman Capital Corp. initiated holding in Aramark. The purchase prices were between $12.94 and $46.78, with an estimated average price of $36.82. The stock is now traded at around $23.99. The impact to a portfolio due to this purchase was 9.33%. The holding were 3,974,531 shares as of .

New Purchase: Liberty SiriusXM Group (LSXMA)

Brahman Capital Corp. initiated holding in Liberty SiriusXM Group. The purchase prices were between $23.31 and $50.93, with an estimated average price of $43.98. The stock is now traded at around $31.80. The impact to a portfolio due to this purchase was 1.48%. The holding were 396,447 shares as of .

New Purchase: Churchill Capital Corp III (CCXX.U)

Brahman Capital Corp. initiated holding in Churchill Capital Corp III. The purchase prices were between $9.43 and $10.55, with an estimated average price of $10.18. The stock is now traded at around $10.45. The impact to a portfolio due to this purchase was 1.18%. The holding were 1,000,000 shares as of .

Added: Vertiv Holdings Co (VRT)

Brahman Capital Corp. added to a holding in Vertiv Holdings Co by 207.03%. The purchase prices were between $5.57 and $13.46, with an estimated average price of $11.07. The stock is now traded at around $11.45. The impact to a portfolio due to this purchase was 6.32%. The holding were 9,210,840 shares as of .

Added: Clarivate PLC (CCC)

Brahman Capital Corp. added to a holding in Clarivate PLC by 44.61%. The purchase prices were between $16.59 and $23.12, with an estimated average price of $19.98. The stock is now traded at around $23.32. The impact to a portfolio due to this purchase was 3.39%. The holding were 4,503,953 shares as of .

Added: Cerence Inc (CRNC)

Brahman Capital Corp. added to a holding in Cerence Inc by 80.18%. The purchase prices were between $13.45 and $26.65, with an estimated average price of $21.1. The stock is now traded at around $25.70. The impact to a portfolio due to this purchase was 1.09%. The holding were 1,345,725 shares as of .

Sold Out: Tiffany & Co (TIF)

Brahman Capital Corp. sold out a holding in Tiffany & Co. The sale prices were between $111.22 and $134.36, with an estimated average price of $131.71.

Sold Out: The Brink's Co (BCO)

Brahman Capital Corp. sold out a holding in The Brink's Co. The sale prices were between $41.8 and $96.35, with an estimated average price of $78.68.

Sold Out: Nielsen Holdings PLC (NLSN)

Brahman Capital Corp. sold out a holding in Nielsen Holdings PLC. The sale prices were between $11.94 and $22.25, with an estimated average price of $18.84.



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