Brahman Capital Corp. as of June 30, 2020
Portfolio Holdings for Brahman Capital Corp.
Brahman Capital Corp. holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 11.5 | $119M | 1.6M | 73.33 | |
| Vertiv Holdings Com Cl A (VRT) | 10.2 | $106M | 7.8M | 13.56 | |
| Iqvia Holdings (IQV) | 8.1 | $83M | 587k | 141.88 | |
| Clarivate Ord Shs (CLVT) | 6.4 | $66M | 2.9M | 22.33 | |
| Nuance Communications | 6.3 | $65M | 2.6M | 25.30 | |
| Charter Communications Inc N Cl A (CHTR) | 6.2 | $64M | 125k | 510.04 | |
| Green Dot Corp Cl A (GDOT) | 6.1 | $63M | 1.3M | 49.08 | |
| Nrg Energy Com New (NRG) | 6.0 | $62M | 1.9M | 32.56 | |
| Aramark Hldgs (ARMK) | 5.8 | $60M | 2.6M | 22.57 | |
| Cornerstone Ondemand | 4.4 | $45M | 1.2M | 38.56 | |
| Cerence (CRNC) | 3.9 | $41M | 998k | 40.84 | |
| Harley-Davidson (HOG) | 3.8 | $40M | 1.7M | 23.77 | |
| Brink's Company (BCO) | 2.9 | $30M | 660k | 45.51 | |
| Warner Music Group Corp Com Cl A (WMG) | 2.8 | $29M | 985k | 29.50 | |
| Liberty Media Corp Del Com Ser C Frmla | 2.4 | $25M | 785k | 31.71 | |
| Churchill Cap Corp Ii Unit 99/99/9999 | 2.4 | $24M | 2.0M | 12.18 | |
| Iridium Communications (IRDM) | 2.1 | $22M | 857k | 25.44 | |
| Gs Acquisition Hldgs Corp Ii Unit 99/99/9999 | 2.0 | $21M | 2.0M | 10.51 | |
| L Brands | 1.7 | $18M | 1.2M | 14.97 | |
| eBay (EBAY) | 1.7 | $17M | 330k | 52.45 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.6 | $16M | 1.3M | 12.33 | |
| Churchill Cap Corp Iii Unit 03/01/2027 | 1.1 | $11M | 1.0M | 11.31 | |
| Gores Metropoulos Unit 99/99/9999 | 0.5 | $4.7M | 420k | 11.26 | |
| Voya Financial (VOYA) | 0.1 | $1.3M | 28k | 46.64 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $1.3M | 11k | 120.98 |
