SANDELL ASSET MANAGEMENT CORP 13F Holdings
CIK 02806499 · NEW YORK, NY
As of Sep 30, 2020, SANDELL ASSET MANAGEMENT CORP reported 28 positions worth
CIK 02806499 · NEW YORK, NY
As of Sep 30, 2020, SANDELL ASSET MANAGEMENT CORP reported 28 positions worth
78.7K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DANAHER CORP | DHR | Healthcare | 185,000 | $39.8K | 22.30% |
| APPLE INC | AAPL | Technology | 133,148 | 5.4K | 8.63% |
| AMAZON.COM INC | AMZN | Equity | 4,764 | 5.0K | 8.40% |
| MICROSOFT CORP | MSFT | Technology | 62,293 | 3.1K | 7.33% |
| WALT DISNEY CO | DIS | Communication Services | 80,500 | 0.0K | 5.59% |
| META PLATFORMS INC | META | Communication Services | 32,610 | $8.5K | 4.78% |
| ALPHABET INC | GOOG | Equity | 5,264 | $7.7K | 4.33% |
| SPDR GOLD TRUST | GQ9 | — | 37,900 | $6.7K | 3.76% |
| DISH NETWORK CORPORATION | — | — | 7,000,000 | $6.5K | 3.62% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 29,350 | $6.3K | 3.50% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 26,900 | $5.3K | 2.97% |
| NAVISTAR INTERNATIONAL | NAV | Industrials | 113,700 | $5.0K | 2.77% |
| MANCHESTER UNITED PLC | MANU | Communication Services | 320,000 | $4.7K | 2.60% |
| VODAFONE GROUP PLC-SP ADR | VOD | Communication Services | 285,000 | $3.8K | 2.14% |
| MASTERCARD INC | MA | Financial Services | 11,000 | $3.7K | 2.08% |
| OLIN CORP | OLN | Basic Materials | 282,464 | $3.5K | 1.96% |
| VISA INC-CLASS A SHARES | V | Financial Services | 16,900 | $3.4K | 1.89% |
| FIDELITY NATIONAL INFORMATION SERVICES INC | FIS | Technology | 22,008 | $3.2K | 1.81% |
| VERTIV HOLDINGS CO | VRT | Industrials | 180,000 | $3.1K | 1.75% |
| KRATON CORPORATION | KRA | Basic Materials | 170,000 | $3.0K | 1.70% |
| WYNDHAM HOTELS & RESORTS INC | WH | Consumer Cyclical | 49,400 | $2.5K | 1.40% |
| DELTA AIR LINES INC | DAL | Industrials | 80,000 | $2.4K | 1.37% |
| ARRAY DIGITAL INFRASTRUCTURE INC | AD | Communication Services | 54,026 | .6K | 0.89% |
| DANA INC | DAN | Consumer Cyclical | 127,907 | .6K | 0.88% |
| ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF | IDNA | — | 35,000 | .4K | 0.76% |