Aravt Global as of March 31, 2016
Portfolio Holdings for Aravt Global
Aravt Global holds 17 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Gold Trust (GLD) | 14.9 | $177M | 1.5M | 117.64 | |
Charter Communications | 10.3 | $122M | 600k | 202.43 | |
Impax Laboratories | 8.3 | $98M | 3.1M | 32.02 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 7.6 | $89M | 2.3M | 38.83 | |
Banco Bradesco SA (BBD) | 6.9 | $82M | 11M | 7.45 | |
Walgreen Boots Alliance (WBA) | 6.9 | $82M | 970k | 84.24 | |
Paypal Holdings (PYPL) | 6.7 | $80M | 2.1M | 38.60 | |
Spirit AeroSystems Holdings (SPR) | 6.5 | $77M | 1.7M | 45.36 | |
Cdk Global Inc equities | 6.1 | $72M | 1.6M | 46.55 | |
Alerian Mlp Etf | 4.6 | $55M | 5.0M | 10.92 | |
TransDigm Group Incorporated (TDG) | 4.3 | $51M | 230k | 220.34 | |
Insulet Corporation (PODD) | 4.2 | $49M | 1.5M | 33.16 | |
Mattel (MAT) | 3.4 | $40M | 1.2M | 33.62 | |
Banco Itau Holding Financeira (ITUB) | 3.3 | $39M | 4.5M | 8.59 | |
Chipotle Mexican Grill (CMG) | 2.4 | $29M | 61k | 470.98 | |
Endo International (ENDPQ) | 2.0 | $24M | 847k | 28.15 | |
Ctrip.com International | 1.5 | $17M | 389k | 44.26 |