Brahman Capital Corp. 13F Holdings

CIK 0001014894 · New York, NY

As of Sep 30, 2023, Brahman Capital Corp. reported 20 positions worth $274.5M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
CLARIVATE PLCCLVTTechnology10,971,555$73.6M26.82%
GODADDY INCGDDYTechnology565,108$42.1M15.33%
WARNER BROS DISCOVERY INCWBDCommunication Services2,912,481$31.6M11.52%
DOLLAR TREE INCDLTRConsumer Defensive196,850$21.0M7.63%
US FOODS HOLDING CORPUSFDConsumer Defensive482,027 9.1M6.97%
VERTIV HOLDINGS COVRTIndustrials481,892 7.9M6.53%
FTAI AVIATION LTDFTAIIndustrials385,249 3.7M4.99%
VISTRA CORPVSTUtilities333,866 1.1M4.04%
ELEVANCE HEALTH INCELVHealthcare23,782 0.4M3.77%
ARDAGH METAL PACKAGING SAAMBPConsumer Cyclical2,707,882$8.5M3.09%
IQVIA HOLDINGS INCIQVHealthcare39,116$7.7M2.80%
MATTEL INCMATConsumer Cyclical279,177$6.2M2.24%
INTERNATIONAL FLAVORS & FRAGRANCES INCIFFBasic Materials61,753$4.2M1.53%
UNITED THERAPEUTICS CORPUTHRHealthcare10,473$2.4M0.86%
EVERBRIDGE INCEVBGTechnology101,922$2.3M0.83%
CHARTER COMMUNICATIONS INCCHTRCommunication Services4,917$2.2M0.79%
FTAI INFRASTRUCTURE INCFIPIndustrials178,471$574.7K0.21%
ARDAGH METAL PACKAGING S A——557,319$61.3K0.02%
BLUESCAPE OPPORTUNITIES ACQUBOAC.WSIndustrials4,202,814$36.6K0.01%
SKILLSOFT CORPSKILWConsumer Defensive2,203,169$24.5K0.01%