Aravt Global as of March 31, 2015
Portfolio Holdings for Aravt Global
Aravt Global holds 15 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 |
|---|---|---|---|---|---|
| Tesoro Corporation Call Option | 11.8 | $157M | 1.7M | 91.29 | |
| Impax Laboratories | 9.4 | $125M | 2.7M | 46.87 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 9.1 | $121M | 2.3M | 52.21 | |
| Charter Communications Inc D Cl A New | 8.9 | $119M | 615k | 193.11 | |
| Walgreen Boots Alliance | 7.7 | $103M | 1.2M | 84.68 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 7.7 | $102M | 2.7M | 38.41 | |
| Cdk Global Inc equities | 7.4 | $99M | 2.1M | 46.76 | |
| Actavis SHS | 7.2 | $95M | 320k | 297.62 | |
| Endo Intl SHS | 6.9 | $92M | 1.0M | 89.70 | |
| Harman International Industries | 4.5 | $61M | 453k | 133.63 | |
| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg Put Option (PBR) | 4.5 | $60M | 10M | 6.01 | |
| Kraft Foods | 3.9 | $52M | 600k | 87.11 | |
| O'reilly Automotive (ORLY) | 3.9 | $52M | 238k | 216.24 | |
| TransDigm Group Incorporated (TDG) | 3.8 | $50M | 230k | 218.72 | |
| Sirius Xm Holdings | 3.2 | $43M | 11M | 3.82 |
