40 North Industries

Latest statistics and disclosures from 40 North Management's latest quarterly 13F-HR filing:

Companies in the 40 North Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Gcp Applied Technologies 22.36 +5% 5.11M 30.50
Cadence Design Systems (CDNS) 21.78 -38% 4.54M 33.49
Alphabet Inc Class C cs 10.26 +18% 78782 908.74
Allergan 6.78 194589 243.09
Ptc 6.76 855000 55.12
United Technologies Corporation (UTX) 6.14 +21% 351000 122.11
W.R. Grace & Co. (GRA) 6.10 +1870% 591207 72.01
Zayo Group Hldgs 5.25 NEW 1.19M 30.90
Ashland 4.26 451417 65.91
Visa (V) 3.70 275000 93.78
Pacira Pharmaceuticals, Inc. 2.73 399496 47.70
Sherwin-Williams Company (SHW) 2.11 -48% 41893 350.97
Valeant Pharmaceuticals Int (VRX) 1.77 713550 17.30

Past 13F-HR SEC Filings by 40 North Management

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