Davide Leone & Partners Investment as of March 31, 2018
Portfolio Holdings for Davide Leone & Partners Investment
Davide Leone & Partners Investment holds 15 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 22.7 | $312M | 4.2M | 74.04 | |
| Microsemi Corporation | 10.3 | $141M | 2.2M | 64.72 | |
| Time Warner | 8.8 | $121M | 1.3M | 94.58 | |
| At&t (T) | 8.6 | $118M | 3.3M | 35.65 | |
| Envision Healthcare | 8.5 | $117M | 3.0M | 38.43 | |
| Nxp Semiconductors N V (NXPI) | 8.4 | $115M | 984k | 117.00 | |
| Monsanto Company | 7.7 | $106M | 908k | 116.69 | |
| salesforce (CRM) | 6.4 | $87M | 750k | 116.30 | |
| Bristol Myers Squibb (BMY) | 5.7 | $79M | 1.2M | 63.25 | |
| Blackberry (BB) | 4.0 | $55M | 4.8M | 11.50 | |
| Colgate-Palmolive Company (CL) | 3.5 | $48M | 666k | 71.68 | |
| Illumina Inc conv | 2.2 | $30M | 25M | 1.22 | |
| Hain Celestial (HAIN) | 1.9 | $27M | 831k | 32.07 | |
| Illumina Inc. 0.00% June 15, 2019 ccb | 1.1 | $16M | 14M | 1.11 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $299k | 1.00 | 299000.00 |
