White Elm Capital

Latest statistics and disclosures from White Elm Capital's latest quarterly 13F-HR filing:

White Elm Capital portfolio companies for September 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
OCN Ocwen Financial Corporation 7.86 -8.00% 1455551 55.77 38.14
SBAC SBA Communications Corporation 7.13 +32.00% 915772 80.46 90.88
GOLAR LNG 6.63 1818512 37.67 0.00
Altisource Portfolio Solns S reg shs 5.57 -41.00% 411216 140.01 0.00
TDG TransDigm Group Incorporated 5.37 +72.00% 400306 138.70 180.69
CCI Crown Castle International 4.68 +34.00% 662905 73.03 74.14
Facebook Inc cl a 4.34 NEW 893000 50.24 0.00
Altisource Asset Management 4.10 NEW 79468 533.00 0.00
DVA DaVita 4.06 +94.00% 736502 56.90 69.57
Liberty Global Inc C 3.91 535408 75.43 0.00
CRI Carter's 3.81 519084 75.89 73.34
SIRI Sirius XM Radio 3.57 9532199 3.87 3.19
V Visa 3.22 +11.00% 174100 191.10 209.49
SAP SAP AG 3.04 425467 73.92 79.41
CHTR Charter Communications 2.98 +34.00% 228800 134.76 128.03
Asml Holding N.v. 2.97 +4.00% 310882 98.76 0.00
MA MasterCard Incorporated 2.93 -6.00% 45061 672.78 74.07
Guidewire Software 2.69 +9.00% 590452 47.11 0.00
LINTA Liberty Media 2.66 NEW 1169500 23.47 29.65
PCLN priceline.com Incorporated 2.60 +5.00% 26600 1010.96 1223.45
DLTR Dollar Tree 2.38 430628 57.16 51.36
VRSN Verisign 2.12 -32.00% 431400 50.89 49.21
Liberty Global Inc Com Ser A 2.04 266073 79.35 0.00
DPZ Domino's Pizza 1.74 +22.00% 263873 67.95 74.99
FCFS First Cash Financial Services 1.56 +6.00% 278349 57.95 49.18
VRSK Verisk Analytics 1.55 246200 64.96 58.28
AMCC Applied Micro Circuits Corporation 1.21 NEW 968721 12.90 9.34
CRM salesforce 1.20 NEW 238574 51.91 53.61
Tripadvisor 1.20 NEW 163000 75.84 0.00
Golar Lng Partners Lp unit 0.87 -27.00% 275959 32.50 0.00

Past 13F-HR SEC Filings for White Elm Capital

View All Filings for White Elm Capital