TPG-AXON Management as of March 31, 2015
Portfolio Holdings for TPG-AXON Management
TPG-AXON Management holds 17 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Tyson Foods Cl A (TSN) | 9.9 | $142M | 3.7M | 38.30 | |
Huntsman Corporation (HUN) | 9.7 | $138M | 6.2M | 22.17 | |
GNC HLDGS Com Cl A | 9.4 | $133M | 2.7M | 49.07 | |
KAR Auction Services (KAR) | 8.6 | $123M | 3.2M | 37.93 | |
Allison Transmission Hldngs I (ALSN) | 8.6 | $122M | 3.8M | 31.94 | |
Community Health Systems (CYH) | 8.3 | $118M | 2.3M | 52.28 | |
Spirit Aerosystems Hldgs Com Cl A (SPR) | 7.4 | $106M | 2.0M | 52.21 | |
Michael Kors Hldgs SHS | 5.3 | $76M | 1.2M | 65.75 | |
Axalta Coating Sys (AXTA) | 4.7 | $67M | 2.4M | 27.62 | |
Ims Health Holdings | 4.5 | $64M | 2.4M | 27.07 | |
Qihoo 360 Technology Ads | 4.4 | $62M | 1.2M | 51.20 | |
Google Cl A | 3.8 | $54M | 98k | 554.70 | |
Google CL C | 3.8 | $54M | 99k | 548.00 | |
Time Warner Cable | 3.7 | $52M | 348k | 149.88 | |
Cabela's Incorporated | 3.6 | $51M | 915k | 55.98 | |
Ubiquiti Networks | 2.8 | $40M | 1.3M | 29.55 | |
SandRidge Energy | 1.6 | $23M | 13M | 1.78 |