Brahman Capital Corp. as of Sept. 30, 2020
Portfolio Holdings for Brahman Capital Corp.
Brahman Capital Corp. holds 21 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 14.8 | $150M | 2.0M | 75.97 | |
| Vertiv Holdings Com Cl A (VRT) | 13.5 | $137M | 7.9M | 17.32 | |
| Harley-Davidson (HOG) | 7.7 | $78M | 3.2M | 24.54 | |
| Iqvia Holdings (IQV) | 7.0 | $71M | 451k | 157.63 | |
| eBay (EBAY) | 7.0 | $71M | 1.4M | 52.10 | |
| Charter Communications Inc N Cl A (CHTR) | 6.8 | $69M | 111k | 624.34 | |
| Aramark Hldgs (ARMK) | 6.2 | $63M | 2.4M | 26.45 | |
| Nrg Energy Com New (NRG) | 5.8 | $58M | 1.9M | 30.74 | |
| Green Dot Corp Cl A (GDOT) | 4.4 | $45M | 888k | 50.61 | |
| Cornerstone Ondemand | 4.4 | $45M | 1.2M | 36.36 | |
| Brink's Company (BCO) | 4.1 | $41M | 1.0M | 41.09 | |
| Clarivate Analytics Plc sn (CLVT) | 3.3 | $34M | 1.1M | 30.99 | |
| Liberty Media Corp Del Com Ser C Frmla | 2.9 | $29M | 800k | 36.27 | |
| Voya Financial (VOYA) | 2.6 | $26M | 540k | 47.93 | |
| Churchill Capital Corp Ii Unit 99999999 | 2.3 | $23M | 2.0M | 11.53 | |
| Gs Acquisition Hldgs Corp Ii Unit 99999999 | 2.2 | $23M | 2.0M | 11.23 | |
| Cerence (CRNC) | 2.0 | $21M | 425k | 48.87 | |
| Churchill Capital Corp Iii Unit 03012027 | 1.0 | $11M | 1.0M | 10.51 | |
| Churchill Capital Corp Iv Cl A | 1.0 | $10M | 1.0M | 10.02 | |
| Colony Capital Cl A Com | 0.8 | $7.7M | 2.8M | 2.73 | |
| United Therapeutics Corporation (UTHR) | 0.2 | $2.5M | 24k | 101.01 |
