Tikehau Investment Management as of March 31, 2020
Portfolio Holdings for Tikehau Investment Management
Tikehau Investment Management holds 11 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 |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 19.8 | $53M | 319k | 166.80 | |
| Alphabet Inc Class A cs (GOOGL) | 16.5 | $44M | 38k | 1161.95 | |
| Berkshire Hathaway (BRK.B) | 15.8 | $42M | 232k | 182.83 | |
| 3M Company (MMM) | 13.4 | $36M | 263k | 136.51 | |
| Wells Fargo & Company (WFC) | 9.7 | $26M | 908k | 28.70 | |
| Kraft Heinz Co call | 8.1 | $22M | 865k | 25.17 | |
| Fastenal Company (FAST) | 7.1 | $19M | 612k | 31.25 | |
| Goldman Sachs (GS) | 5.8 | $16M | 101k | 154.59 | |
| Microsoft Corporation (MSFT) | 3.1 | $8.2M | 52k | 157.71 | |
| Realogy Hldgs (HOUS) | 0.3 | $834k | 277k | 3.01 | |
| NVR (NVR) | 0.2 | $501k | 195.00 | 2569.23 |
