40 North Industries

40 North Management as of March 31, 2019

Portfolio Holdings for 40 North Management

40 North Management holds 4 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
W.R. Grace & Co. 70.5 $729M 9.3M 78.04
Gcp Applied Technologies 14.6 $151M 5.1M 29.60
Broadcom (AVGO) 9.5 $99M 328k 300.71
Ptc (PTC) 5.3 $54M 590k 92.18