Tesuji Partners

Latest statistics and disclosures from TESUJI PARTNERS LLC c/o Andrew Schaffer's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Sensata Technologies Hldg Bv, Nielsen Holdings Nv, VRX, IHS, TDG. These five stock positions account for 73.50% of TESUJI PARTNERS LLC c/o Andrew Schaffer's total stock portfolio.
  • Added to shares of these 6 stocks: Nielsen Holdings Nv (+$235.01M), TDG (+$152.59M), Eqix (+$148.81M), Kinder Morgan (+$111.92M), Sensata Technologies Hldg Bv (+$73.11M), IHS (+$66.17M).
  • Started 4 new stock positions in TDG, Kinder Morgan, Nielsen Holdings Nv, Eqix.
  • Reduced shares in these 4 stocks: EMC (-$181.25M), (-$152.98M), KMP (-$76.39M), (-$72.53M).
  • Sold out of its positions in EMC, GOOG, KMP, KMR.
  • As of Dec. 31, 2014, TESUJI PARTNERS LLC c/o Andrew Schaffer has $1.56B in assets under management (AUM). Assets under management grew from a total value of $1.17B to $1.56B.
  • Independent of market fluctuations, TESUJI PARTNERS LLC c/o Andrew Schaffer was a net buyer by $304.47M worth of stocks in the most recent quarter.

TESUJI PARTNERS LLC c/o Andrew Schaffer portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Sensata Technologies Hldg Bv 26.03 +21.00% 7741628 52.41 0.00
Nielsen Holdings Nv 15.08 NEW 5254000 44.73 0.00
VRX Valeant Pharmaceuticals Int 12.56 1368040 143.11 199.81
IHS IHS 10.05 +73.00% 1375371 113.88 118.53
TDG TransDigm Group Incorporated 9.79 NEW 777119 196.35 219.55
Express Scripts Holding 9.78 1800000 84.67 0.00
Eqix 9.55 NEW 656323 226.73 0.00
Kinder Morgan 7.18 NEW 2645337 42.31 0.00

Past 13F-HR SEC Filings for TESUJI PARTNERS LLC c/o Andrew Schaffer

View All Filings for TESUJI PARTNERS LLC c/o Andrew Schaffer