Tikehau Investment Management as of Dec. 31, 2018
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVR (NVR) | 11.3 | $20M | 8.2k | 2437.00 | |
| Fnf (FNF) | 11.2 | $20M | 629k | 31.44 | |
| Facebook Inc cl a (META) | 11.0 | $19M | 148k | 131.09 | |
| Fastenal Company (FAST) | 7.8 | $14M | 262k | 52.29 | |
| American Express Company (AXP) | 6.0 | $11M | 111k | 95.32 | |
| Wells Fargo & Company (WFC) | 5.8 | $10M | 223k | 46.08 | |
| Microsoft Corporation (MSFT) | 5.8 | $10M | 100k | 101.57 | |
| FactSet Research Systems (FDS) | 5.6 | $10M | 50k | 200.13 | |
| Goldman Sachs (GS) | 5.6 | $9.8M | 59k | 167.06 | |
| Visa (V) | 5.6 | $9.8M | 74k | 131.94 | |
| Toll Brothers (TOL) | 5.3 | $9.3M | 282k | 32.93 | |
| Marriott International Inc cmn | 3.6 | $6.4M | 59k | 108.56 | |
| Pepsi (PEP) | 3.1 | $5.5M | 50k | 110.48 | |
| Realogy Hldgs (HOUS) | 2.8 | $5.0M | 340k | 14.68 | |
| Colgate-Palmolive Company (CL) | 2.7 | $4.8M | 81k | 59.52 | |
| Cognizant Technology Solutions (CTSH) | 2.6 | $4.6M | 73k | 63.47 | |
| Domino's Pizza, Inc. Common Stock cmn | 2.3 | $4.1M | 17k | 248.00 | |
| CONSTELLATION BRANDS INC -CL A Cmn Stk cmn | 1.7 | $3.1M | 19k | 160.84 | |
| Accenture (ACN) | 0.2 | $279k | 2.0k | 140.98 |
