Davide Leone & Partners Investment as of March 31, 2020
Portfolio Holdings for Davide Leone & Partners Investment
Davide Leone & Partners Investment holds 14 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Technologies Corporation | 23.8 | $169M | 1.8M | 94.33 | |
| Mellanox Technologies | 19.4 | $138M | 1.1M | 121.32 | |
| Cyrusone | 10.2 | $72M | 1.2M | 61.75 | |
| Hp (HPQ) | 9.8 | $69M | 4.0M | 17.36 | |
| Sprint | 6.9 | $49M | 5.6M | 8.62 | |
| Allergan | 6.3 | $45M | 253k | 177.10 | |
| Technology SPDR (XLK) | 4.8 | $34M | 420k | 80.37 | |
| salesforce (CRM) | 4.8 | $34M | 234k | 143.98 | |
| Acadia Healthcare (ACHC) | 4.5 | $32M | 1.7M | 18.35 | |
| Illumina Inc conv | 3.5 | $25M | 20M | 1.23 | |
| Nokia Corporation (NOK) | 2.6 | $18M | 6.0M | 3.10 | |
| Blackberry (BB) | 1.8 | $13M | 3.1M | 4.13 | |
| Qiagen Nv debt 1.000%11/1 | 1.6 | $11M | 10M | 1.13 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $272k | 1.00 | 272000.00 |
