Davide Leone & Partners Investment as of Sept. 30, 2019
Portfolio Holdings for Davide Leone & Partners Investment
Davide Leone & Partners Investment holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 19.1 | $106M | 5.4M | 19.48 | |
| Celgene Corporation | 18.0 | $100M | 1.0M | 99.30 | |
| At&t (T) | 15.3 | $85M | 2.3M | 37.84 | |
| Blackberry (BB) | 10.1 | $56M | 11M | 5.25 | |
| Illumina Inc conv | 8.8 | $49M | 37M | 1.33 | |
| Zayo Group Hldgs | 8.3 | $46M | 1.4M | 33.90 | |
| Sprint | 7.0 | $39M | 6.3M | 6.17 | |
| Biogen Idec (BIIB) | 5.8 | $32M | 139k | 232.82 | |
| Incyte Corporation (INCY) | 5.0 | $28M | 373k | 74.23 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.3 | $13M | 77k | 169.41 | |
| Avaya Holdings Corp convertible security | 0.3 | $1.5M | 1.8M | 0.86 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $312k | 1.00 | 312000.00 |
