Brahman Capital Corp. as of Sept. 30, 2022
Portfolio Holdings for Brahman Capital Corp.
Brahman Capital Corp. holds 22 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 23.6 | $169M | 2.4M | 70.88 | |
| Warner Bros Discovery Com Ser A (WBD) | 15.9 | $114M | 9.9M | 11.50 | |
| Harley-Davidson (HOG) | 8.6 | $61M | 1.8M | 34.88 | |
| Dollar Tree (DLTR) | 8.6 | $61M | 450k | 136.10 | |
| Aramark Hldgs (ARMK) | 7.3 | $52M | 1.7M | 31.20 | |
| Mattel (MAT) | 6.0 | $43M | 2.3M | 18.94 | |
| Vertiv Holdings Com Cl A (VRT) | 5.1 | $36M | 3.7M | 9.72 | |
| Applovin Corp Com Cl A (APP) | 4.1 | $29M | 1.5M | 19.49 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 4.0 | $29M | 6.0M | 4.84 | |
| Green Dot Corp Cl A (GDOT) | 3.3 | $24M | 1.2M | 18.98 | |
| Iqvia Holdings (IQV) | 3.2 | $23M | 125k | 181.14 | |
| Nortonlifelock (GEN) | 2.3 | $17M | 832k | 20.14 | |
| Clarivate Ord Shs (CLVT) | 2.3 | $17M | 1.8M | 9.39 | |
| Bluescape Opportunities Acqu SHS | 1.9 | $14M | 1.4M | 9.95 | |
| United Therapeutics Corporation (UTHR) | 1.3 | $9.3M | 45k | 209.38 | |
| eBay (EBAY) | 1.0 | $7.2M | 197k | 36.81 | |
| Scientific Games (LNW) | 0.6 | $4.5M | 105k | 42.88 | |
| Opal Fuels *w Exp 07/21/202 | 0.3 | $2.1M | 1.4M | 1.45 | |
| Bluescape Opportunities Acqu *w Exp 10/28/202 | 0.2 | $1.5M | 11M | 0.14 | |
| Skillsoft Corp *w Exp 06/11/202 (SKILW) | 0.2 | $1.2M | 5.8M | 0.20 | |
| Skillsoft Corp Cl A | 0.1 | $532k | 291k | 1.83 | |
| Ardagh Metal Packaging S A *w Exp 08/04/202 (AMBP.WS) | 0.1 | $475k | 1.0M | 0.46 |
