Tikehau Investment Management as of June 30, 2020
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 14 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 |
|---|---|---|---|---|---|
| FB US Equity Cl A (META) | 18.6 | $68M | 301k | 227.07 | |
| GOOGL UW Equity Cap Stk Cl A (GOOGL) | 14.8 | $55M | 38k | 1418.06 | |
| BRK/B US Equity Cl B New (BRK.B) | 14.4 | $53M | 296k | 178.51 | |
| USB US Equity Com New (USB) | 13.0 | $48M | 1.3M | 36.82 | |
| Wells Fargo & Company (WFC) | 12.1 | $45M | 1.7M | 25.60 | |
| 3M Company (MMM) | 10.1 | $37M | 239k | 155.99 | |
| Kraft Heinz Call Option (Principal) (KHC) | 7.5 | $28M | 865k | 31.89 | |
| Choice Hotels International (CHH) | 5.9 | $22M | 276k | 78.90 | |
| FNF US Equity Fnf Group Com (FNF) | 1.7 | $6.1M | 198k | 30.66 | |
| Realogy Hldgs (HOUS) | 0.6 | $2.1M | 277k | 7.41 | |
| Microsoft Corporation (MSFT) | 0.4 | $1.4M | 6.8k | 203.56 | |
| Fastenal Company (FAST) | 0.3 | $1.3M | 29k | 42.85 | |
| Coca-Cola Company (KO) | 0.3 | $1.2M | 26k | 44.66 | |
| NVR (NVR) | 0.2 | $635k | 195.00 | 3256.41 |
