Brahman Capital Corp. as of Dec. 31, 2022
Portfolio Holdings for Brahman Capital Corp.
Brahman Capital Corp. holds 22 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 22.7 | $164M | 2.2M | 74.82 | |
| Dollar Tree (DLTR) | 13.5 | $97M | 687k | 141.44 | |
| Warner Bros Discovery Com Ser A (WBD) | 12.4 | $89M | 9.4M | 9.48 | |
| Aramark Hldgs (ARMK) | 9.7 | $70M | 1.7M | 41.34 | |
| Vertiv Holdings Com Cl A (VRT) | 7.2 | $52M | 3.8M | 13.66 | |
| Clarivate Ord Shs (CLVT) | 5.4 | $39M | 4.7M | 8.34 | |
| International Flavors & Fragrances (IFF) | 5.2 | $38M | 358k | 104.84 | |
| Harley-Davidson (HOG) | 4.8 | $34M | 826k | 41.60 | |
| Iqvia Holdings (IQV) | 3.5 | $26M | 125k | 204.89 | |
| Us Foods Hldg Corp call (USFD) | 3.5 | $25M | 744k | 34.02 | |
| Mattel (MAT) | 2.8 | $20M | 1.1M | 17.84 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 1.8 | $13M | 2.7M | 4.81 | |
| Bluescape Opportunities Acqu SHS | 1.8 | $13M | 1.3M | 9.84 | |
| United Therapeutics Corporation (UTHR) | 1.6 | $11M | 41k | 278.09 | |
| eBay (EBAY) | 1.1 | $8.2M | 199k | 41.47 | |
| Voya Financial (VOYA) | 0.9 | $6.8M | 111k | 61.49 | |
| Scientific Games (LNW) | 0.9 | $6.2M | 105k | 58.60 | |
| Walgreen Boots Alliance (WBA) | 0.5 | $3.7M | 99k | 37.36 | |
| Opal Fuels Class A Com (OPAL) | 0.3 | $2.4M | 330k | 7.28 | |
| Bluescape Opportunities Acqu *w Exp 10/28/202 | 0.2 | $1.7M | 11M | 0.16 | |
| Skillsoft Corp *w Exp 06/11/202 (SKILW) | 0.1 | $739k | 5.8M | 0.13 | |
| Ardagh Metal Packaging S A *w Exp 08/04/202 (AMBP.WS) | 0.1 | $421k | 957k | 0.44 |
