13D Management as of March 31, 2021
Portfolio Holdings for 13D Management
13D Management holds 30 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Box Cl A (BOX) | 5.6 | $15M | 656k | 22.96 | |
| Cheniere Energy Com New (LNG) | 5.0 | $14M | 188k | 72.01 | |
| Howmet Aerospace (HWM) | 4.7 | $13M | 394k | 32.13 | |
| Olin Corp Com Par $1 (OLN) | 4.7 | $13M | 332k | 37.97 | |
| Gcp Applied Technologies | 4.1 | $11M | 455k | 24.54 | |
| Papa John's Int'l (PZZA) | 4.1 | $11M | 124k | 88.64 | |
| SLM Corporation (SLM) | 4.0 | $11M | 603k | 17.97 | |
| Evolent Health Cl A (EVH) | 3.9 | $11M | 519k | 20.20 | |
| Welbilt | 3.8 | $10M | 627k | 16.25 | |
| Newell Rubbermaid (NWL) | 3.8 | $10M | 379k | 26.78 | |
| Howard Hughes | 3.8 | $10M | 107k | 95.13 | |
| Aramark Hldgs (ARMK) | 3.7 | $9.9M | 323k | 30.67 | |
| ACI Worldwide (ACIW) | 3.5 | $9.4M | 248k | 38.05 | |
| Trinity Industries (TRN) | 3.4 | $9.3M | 326k | 28.49 | |
| LKQ Corporation (LKQ) | 3.4 | $9.3M | 219k | 42.33 | |
| Hain Celestial (HAIN) | 3.3 | $8.9M | 205k | 43.60 | |
| Elanco Animal Health (ELAN) | 3.3 | $8.8M | 300k | 29.45 | |
| Green Dot Corp Cl A (GDOT) | 3.1 | $8.5M | 185k | 45.79 | |
| Merit Medical Systems (MMSI) | 3.1 | $8.2M | 138k | 59.88 | |
| Mednax (MD) | 3.0 | $8.2M | 322k | 25.47 | |
| eHealth (EHTH) | 3.0 | $8.0M | 110k | 72.73 | |
| Enviva Partners Com Unit | 2.9 | $7.9M | 163k | 48.33 | |
| Pershing Square Tontine Hldg Com Cl A | 2.8 | $7.4M | 310k | 24.01 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 2.7 | $7.4M | 658k | 11.18 | |
| Seagate Technology SHS | 2.7 | $7.2M | 94k | 76.75 | |
| Autoliv (ALV) | 2.6 | $7.1M | 77k | 92.79 | |
| Pearson Sponsored Adr (PSO) | 2.4 | $6.4M | 602k | 10.69 | |
| Appharvest | 2.2 | $6.1M | 269k | 22.54 | |
| Arconic | 0.9 | $2.5M | 98k | 25.39 | |
| Veoneer Incorporated | 0.6 | $1.6M | 66k | 24.48 |
