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NEW YORK, NY · CIK 0001559706
Portfolio Value
$1.30B
Positions
26
New
7
Increased
6
Decreased
9
Sold Out
7
Slate Path Capital LP (NEW YORK, NY) reported a portfolio value of $1.30B across 26 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 85.4% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ABXBARRICK GOLD CORPORATION | $185.86M | 14.25% | +3.6% |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | $164.05M | 12.58% | -1.3% |
| 3 | MYLAN NV | $160.80M | 12.33% | New |
| 4 | NYTNEW YORK TIMES CO | $132.97M | 10.20% | -12.2% |
| 5 | SNAPSNAP INC | $113.97M | 8.74% | -34.4% |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | $78.15M | 5.99% | -11.9% |
| 7 | ZZILLOW GROUP INC | $77.44M | 5.94% | -26.5% |
| 8 | MOSMOSAIC CO NEW | $70.82M | 5.43% | +6.9% |
| 9 | BHCBAUSCH HEALTH COS INC | $65.80M | 5.05% | -23.9% |
| 10 | PAASPAN AMERN SILVER CORP | $63.48M | 4.87% | +23.1% |
| Stock | Value | Shares |
|---|---|---|
| MYLAN NV | $160.80M | 10,785,000 |
| IRWDIRONWOOD PHARMACEUTICALS INC | $13.52M | 1,340,000 |
| WWAYFAIR INC | $3.74M | 70,000 |
| ATRAGBXATARA BIOTHERAPEUTICS INC | $3.57M | 420,000 |
| CYCNUSDCYCLERION THERAPEUTICS INC | $3.17M | 1,196,063 |
| RIGTRANSOCEAN LTD | $545.00K | 470,000 |
| ARCH1EURARCH COAL INC | $520.00K | 18,000 |
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