Saddle Point Management

Latest statistics and disclosures from Saddle Point Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GTN, CHTR, DBX, SLM, LIND, and represent 68.96% of Saddle Point Management's stock portfolio.
  • Added to shares of these 9 stocks: DBX, SLM, LIND, GTN, CHTR, LITE, GOOGL, VRRM, OB.
  • Started 5 new stock positions in GOOGL, SLM, DBX, LIND, LITE.
  • Reduced shares in these 1 stock: VMware.
  • Sold out of its position in VMware.
  • Saddle Point Management was a net buyer of stock by $2.1M.
  • Saddle Point Management has $2.9M in assets under management (AUM), dropping by 212.58%.
  • Central Index Key (CIK): 0001755368

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Portfolio Holdings for Saddle Point Management

Saddle Point Management holds 9 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gray Television (GTN) 16.8 $493k +156% 34k 14.33
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Charter Communications Inc N Cl A (CHTR) 14.6 $429k +157% 1.4k 303.18
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Dropbox Cl A (DBX) 12.8 $377k NEW 18k 20.71
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SLM Corporation (SLM) 12.5 $367k NEW 26k 14.01
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Lindblad Expeditions Hldgs I (LIND) 12.2 $358k NEW 53k 6.76
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Verra Mobility Corp Cl A Com Stk (VRRM) 9.6 $283k +65% 18k 15.39
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Lumentum Hldgs (LITE) 8.7 $254k NEW 3.7k 68.49
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Alphabet Cap Stk Cl A (GOOGL) 8.7 $254k NEW 2.7k 95.78
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Outbrain (OB) 4.1 $120k +121% 33k 3.64
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Past Filings by Saddle Point Management

SEC 13F filings are viewable for Saddle Point Management going back to 2019