13D Management as of March 31, 2022
Portfolio Holdings for 13D Management
13D Management holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dollar Tree (DLTR) | 5.0 | $13M | 82k | 160.14 | |
| Mercury Computer Systems (MRCY) | 4.9 | $13M | 199k | 64.45 | |
| Howmet Aerospace (HWM) | 4.6 | $12M | 337k | 35.94 | |
| Olin Corp Com Par $1 (OLN) | 4.5 | $12M | 226k | 52.28 | |
| Howard Hughes | 4.5 | $12M | 113k | 103.61 | |
| LivePerson (LPSN) | 4.5 | $12M | 480k | 24.42 | |
| Enviva | 4.2 | $11M | 140k | 79.15 | |
| Aramark Hldgs (ARMK) | 4.2 | $11M | 294k | 37.60 | |
| Alkermes SHS (ALKS) | 3.9 | $10M | 389k | 26.31 | |
| Godaddy Cl A (GDDY) | 3.7 | $9.6M | 115k | 83.70 | |
| Evolent Health Cl A (EVH) | 3.3 | $8.7M | 270k | 32.30 | |
| Elanco Animal Health (ELAN) | 3.3 | $8.6M | 331k | 26.09 | |
| LKQ Corporation (LKQ) | 3.2 | $8.5M | 187k | 45.41 | |
| Papa John's Int'l (PZZA) | 3.2 | $8.5M | 81k | 105.29 | |
| Green Dot Corp Cl A (GDOT) | 3.1 | $8.0M | 292k | 27.48 | |
| TreeHouse Foods (THS) | 2.9 | $7.8M | 240k | 32.26 | |
| Pearson Sponsored Adr (PSO) | 2.9 | $7.6M | 760k | 9.97 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 2.7 | $7.2M | 80k | 89.90 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 2.7 | $7.1M | 563k | 12.58 | |
| Newell Rubbermaid (NWL) | 2.6 | $6.9M | 325k | 21.41 | |
| Insight Enterprises (NSIT) | 2.6 | $6.9M | 65k | 107.32 | |
| Janus Henderson Group Ord Shs (JHG) | 2.6 | $6.7M | 192k | 35.02 | |
| ACI Worldwide (ACIW) | 2.5 | $6.7M | 212k | 31.49 | |
| Amarin Corp Spons Adr New | 2.5 | $6.7M | 2.0M | 3.29 | |
| Pershing Square Tontine Hldg Com Cl A | 2.5 | $6.5M | 327k | 19.89 | |
| Mednax (MD) | 2.5 | $6.5M | 275k | 23.48 | |
| Dana Holding Corporation (DAN) | 2.4 | $6.3M | 357k | 17.57 | |
| Us Foods Hldg Corp call (USFD) | 2.3 | $6.0M | 159k | 37.63 | |
| Asbury Automotive (ABG) | 2.1 | $5.5M | 34k | 160.21 | |
| Autoliv (ALV) | 1.9 | $5.0M | 66k | 76.44 | |
| eHealth (EHTH) | 0.9 | $2.3M | 189k | 12.41 | |
| Arconic | 0.8 | $2.2M | 84k | 25.62 | |
| Appharvest | 0.6 | $1.5M | 275k | 5.38 |
