ACT II MANAGEMENT, LP 13F Holdings

CIK 0001450008 · New York, NY

As of Mar 31, 2020, ACT II MANAGEMENT, LP reported 11 positions worth $33.8K in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services38,768$6.5K19.13%
ALPHABET INCGOOGEquity4,280$5.0K14.72%
LIBERTY BROADBAND CORPLBRDACommunication Services46,310$5.0K14.66%
CHEGG INCCHGGConsumer Defensive138,297$4.9K14.63%
NEXSTAR MEDIA GROUP INCNXSTCommunication Services55,746$3.2K9.52%
COMCAST CORPCMCSACommunication Services75,000$2.6K7.63%
WALT DISNEY CODISCommunication Services23,051$2.2K6.59%
VERIZON COMMUNICATIONS INCBACCommunication Services30,000 .6K4.77%
LIBERTY MEDIA CORP DELAWARE——39,233 .2K3.68%
GRAY MEDIA INCGTNCommunication Services90,995$977.02.89%
OUTFRONT MEDIA INC COMOUTReal Estate45,000$607.01.80%