$1.16 Billion is the total value of Tesuji Partners's 8 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ST | Sensata Technologies | $282,617,000 | -4.8% | 6,346,661 | 0.0% | 24.32% | -17.9% | |
| VRX | VALENT PHARMACUETICALS | $179,487,000 | +4.0% | 1,368,040 | 0.0% | 15.45% | -10.3% | |
| TDG | New | TDG | $143,246,000 | – | 777,119 | +100.0% | 12.33% | – |
| EQIX | $134,904,000 | +1.1% | 634,900 | 0.0% | 11.61% | -12.8% | ||
| ESRX | ESRX | $127,134,000 | +1.9% | 1,800,000 | 0.0% | 10.94% | -12.2% | |
| IHS | IHS Inc | $99,439,000 | -7.7% | 794,307 | 0.0% | 8.56% | -20.4% | |
| KMR | Buy | Kinder Morgan Management | $98,744,000 | +21.4% | 1,048,799 | +1.7% | 8.50% | +4.6% |
| 4945SC | Kinder Morgan Energy | $96,360,000 | +13.5% | 1,033,019 | 0.0% | 8.29% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-14
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.