$1.17 Billion is the total value of Tesuji Partners's 8 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ST | Sensata Technologies | $270,622,000 | +10.0% | 6,346,661 | 0.0% | 23.21% | +16.2% | |
| EMC | EMC Corp | $181,246,000 | +9.0% | 6,612,400 | 0.0% | 15.55% | +15.1% | |
| VRX | Buy | Valeant Pharmacueticals | $180,349,000 | +29.0% | 1,368,040 | +14.9% | 15.47% | +36.3% |
| GOOGL | Google Inc | $152,981,000 | -0.6% | 137,263 | 0.0% | 13.12% | +5.1% | |
| ESRX | New | ESRX | $135,162,000 | – | 1,800,000 | +100.0% | 11.59% | – |
| IHS | IHS Inc | $96,508,000 | +1.5% | 794,307 | 0.0% | 8.28% | +7.2% | |
| 4945SC | Kinder Morgan Energy | $76,392,000 | -8.3% | 1,033,019 | 0.0% | 6.55% | -3.1% | |
| KMR | Buy | Kinder Morgan Mnge | $72,526,000 | -3.6% | 1,011,943 | +1.8% | 6.22% | +1.9% |
| 2108SC | Exit | El Paso Pipeline | $0 | – | -955,300 | -100.0% | -2.79% | – |
| MA | Exit | Master Card Inc | $0 | – | -284,245 | -100.0% | -19.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Sensata Technologies | 22 | Q3 2018 | 55.7% |
| TDG | 17 | Q3 2018 | 23.1% |
| NLSN | 13 | Q3 2018 | 25.8% |
| IHS Inc | 13 | Q2 2016 | 24.5% |
| VALENT PHARMACUETICALS | 9 | Q3 2015 | 17.9% |
| GOOGL | 6 | Q3 2018 | 11.9% |
| FB | 6 | Q3 2018 | 11.1% |
| Kinder Morgan Energy | 6 | Q3 2014 | 8.5% |
| Kinder Morgan Mnge | 6 | Q3 2014 | 8.5% |
| EQIX | 5 | Q2 2015 | 13.3% |
View Tesuji Partners's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Tesuji Partners, LLCSold out | February 14, 2022 | 0 | 0.0% |
View Tesuji Partners's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G | 2022-02-14 |
| SC 13G/A | 2021-02-11 |
| 13F-HR | 2018-11-15 |
| 13F-HR | 2018-08-15 |
| 13F-HR | 2018-05-15 |
| 13F-HR | 2018-02-15 |
| SC 13G | 2018-02-15 |
| 13F-HR | 2017-11-15 |
| 13F-HR | 2017-08-15 |
| 13F-HR | 2017-05-15 |
View Tesuji Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.