Latest statistics and disclosures from TESUJI PARTNERS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Sensata Technologies Hldg Bv, EMC, VRX, GOOG, Express Scripts Holding. These five stock positions account for 78.95% of TESUJI PARTNERS's total stock portfolio.
- Added to shares of these 3 stocks: Express Scripts Holding (+$135.16M), VRX (+$23.41M), KMR.
- Started 1 new stock positions in Express Scripts Holding.
- Reduced shares in these 2 stocks: (-$237.48M), EPB (-$34.39M).
- Sold out of its positions in EPB, MA.
- As of March 31, 2014, TESUJI PARTNERS has $1.17B in assets under management (AUM). Assets under management dropped from a total value of $1.23B to $1.17B.
- Independent of market fluctuations, TESUJI PARTNERS was a net seller by $112.02M worth of stocks in the most recent quarter.
TESUJI PARTNERS portfolio companies for March 2014 quarter
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|Sensata Technologies Hldg Bv||23.21||6346661||42.64||0.00|
|VRX||Valeant Pharmaceuticals Int||15.47||+14.00%||1368040||131.83||125.82|
|Express Scripts Holding||11.59||NEW||1800000||75.09||0.00|
|KMP||Kinder Morgan Energy Partners||6.55||1033019||73.95||81.07|
|KMR||Kinder Morgan Management||6.22||1011943||71.67||77.26|
Past 13F-HR SEC Filings for TESUJI PARTNERS
- TESUJI PARTNERS 2013 Q4 - filed Feb. 12, 2014
- TESUJI PARTNERS 2013 Q3 - filed Nov. 14, 2013
- TESUJI PARTNERS 2013 Q2 amended - filed Aug. 20, 2013
- TESUJI PARTNERS 2013 Q2 - filed Aug. 15, 2013
- Tesuji Partners 2012 Q4 - filed Feb. 15, 2013
- Tesuji Partners 2012 Q3 - filed Nov. 15, 2012
- Tesuji Partners 2012 Q2 - filed Aug. 15, 2012
- Tesuji Partners 2012 Q1 - filed May 15, 2012
- Tesuji Partners 2011 Q4 - filed Feb. 14, 2012
- Tesuji Partners 2011 Q3 - filed Nov. 15, 2011
- Tesuji Partners 2011 Q2 - filed Aug. 15, 2011
- Tesuji Partners 2011 Q1 - filed May 13, 2011
- Tesuji Partners 2010 Q4 - filed Feb. 15, 2011