$71.8 Million is the total value of White River Investment Partners, LLC's 9 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AIG | Exit | AMERICAN INTERNATIONAL GROUP | $0 | – | -97,785 | -100.0% | -6.12% | – |
| USB | Exit | US BANCORP | $0 | – | -237,024 | -100.0% | -11.76% | – |
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 |
|---|---|---|---|
| UNITED PARCEL SERVICE-CL B | 4 | Q3 2014 | 17.8% |
| BROOKFIELD ASSET MANAGE-CL A | 4 | Q3 2014 | 19.3% |
| DIRECTV | 4 | Q3 2014 | 5.6% |
| EXPRESS SCRIPTS HOLDING CO | 3 | Q3 2014 | 19.6% |
| VALEANT PHARMACEUTICALS INTE | 3 | Q3 2014 | 16.4% |
| US BANCORP | 3 | Q2 2014 | 11.8% |
| LIBERTY GLOBAL PLC-SERIES C | 2 | Q3 2014 | 19.3% |
| LIBERTY GLOBAL PLC-SERIES C | 2 | Q1 2014 | 12.3% |
| AMERICAN INTERNATIONAL GROUP | 2 | Q2 2014 | 7.7% |
| BANK OF AMERICA CORP | 2 | Q1 2014 | 5.5% |
View White River Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2014-11-14 |
| 13F-HR | 2014-08-07 |
| 13F-HR | 2014-05-09 |
| 13F-HR | 2014-02-14 |
| 13F-HR/A | 2012-02-03 |
| 13F-HR/A | 2012-02-03 |
| 13F-HR | 2011-11-14 |
| 13F-HR | 2011-08-15 |
| 13F-HR | 2011-05-16 |
| 13F-HR | 2011-02-14 |
View White River Investment Partners, LLC'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.