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NEW YORK, NY · CIK 0001559706
Portfolio Value
$1.90B
Positions
23
New
9
Increased
7
Decreased
5
Sold Out
2
Slate Path Capital LP (NEW YORK, NY) reported a portfolio value of $1.90B across 23 positions in their Q3 2017 SEC 13F filing (period ending 2017-09-30). The top 10 positions account for 79.9% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TWTRUSDTWITTER INC | $261.23M | 13.74% | +2.3% |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | $219.87M | 11.56% | - |
| 3 | ALLYALLY FINL INC | $188.74M | 9.93% | -26.5% |
| 4 | TIFEURTIFFANY & CO NEW | $161.07M | 8.47% | +15.8% |
| 5 | PODDINSULET CORP | $149.82M | 7.88% | -2.7% |
| 6 | AAPADVANCE AUTO PARTS INC | $148.30M | 7.80% | +43.1% |
| 7 | CARAVIS BUDGET GROUP | $129.78M | 6.83% | +10.0% |
| 8 | DXCDXC TECHNOLOGY CO | $97.47M | 5.13% | +29.7% |
| 9 | TRIPTRIPADVISOR INC | $83.69M | 4.40% | New |
| 10 | MEDGPANDORA MEDIA INC | $79.16M | 4.16% | +86.7% |
| Stock | Value | Shares |
|---|---|---|
| TRIPTRIPADVISOR INC | $83.69M | 2,065,000 |
| LYVLIVE NATION ENTERTAINMENT IN | $68.59M | 1,575,000 |
| CFCF INDS HLDGS INC | $60.83M | 1,730,000 |
| USX1UNITED STATES STL CORP NEW | $57.22M | 2,230,000 |
| SILGLOBAL X FDS | $7.39M | 224,000 |
| LULULULULEMON ATHLETICA INC | $5.35M | 86,000 |
| DXCMDEXCOM INC | $4.55M | 93,000 |
| HTZ-WEURHERTZ GLOBAL HLDGS INC | $3.11M | 139,000 |
| IPXLEURIMPAX LABORATORIES INC | $2.94M | 145,000 |
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