Aravt Global as of Sept. 30, 2015
Portfolio Holdings for Aravt Global
Aravt Global holds 13 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intel Corporation (INTC) | 12.1 | $141M | 4.7M | 30.14 | |
| Spirit AeroSystems Holdings (SPR) | 10.9 | $127M | 2.6M | 48.34 | |
| Impax Laboratories | 10.4 | $121M | 3.4M | 35.21 | |
| Endo International (ENDPQ) | 10.3 | $120M | 1.7M | 69.28 | |
| Charter Communications | 10.1 | $118M | 670k | 175.85 | |
| Walgreen Boots Alliance (WBA) | 8.7 | $101M | 1.2M | 83.10 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 8.2 | $96M | 2.7M | 35.92 | |
| Allergan | 7.5 | $87M | 320k | 271.81 | |
| Tesoro Corporation | 6.4 | $75M | 770k | 97.24 | |
| Cdk Global Inc equities | 6.3 | $74M | 1.6M | 47.78 | |
| Kraft Heinz (KHC) | 4.4 | $52M | 730k | 70.58 | |
| TransDigm Group Incorporated (TDG) | 4.2 | $49M | 230k | 212.41 | |
| Columbia Pipeline | 0.6 | $7.3M | 400k | 18.29 |
