31 is the total number of securities Deccan Value Investors L.P. has owned. The longest Deccan Value Investors L.P. has owned a single stock is 29 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| HLF | HERBALIFE NUTRITION LTD | 29 | 29 | 4.74% | 21.25% | 40.45% | Q1 2015 | Q1 2022 | 29 |
| CHTR | CHARTER COMMUNICATIONS... | 24 | 24 | 6.48% | 15.90% | 25.71% | Q2 2016 | Q1 2022 | 24 |
| MSFT | MICROSOFT CORP | 13 | 11 | 6.44% | 15.26% | 25.52% | Q1 2015 | Q2 2023 | 24 |
| FOXA | TWENTY FIRST CENTY FOX... | 17 | 17 | 7.52% | 19.62% | 58.26% | Q3 2013 | Q3 2017 | 17 |
| GOOG | ALPHABET INC | 17 | 17 | 6.35% | 14.72% | 21.39% | Q2 2019 | Q2 2023 | 17 |
| FB | META PLATFORMS INC | 16 | 16 | 6.86% | 12.54% | 20.83% | Q2 2018 | Q1 2022 | 16 |
| TDG | TRANSDIGM GROUP INC | 15 | 15 | 7.82% | 19.55% | 100.00% | Q1 2020 | Q3 2023 | 15 |
| AXTA | AXALTA COATING SYS LTD | 14 | 14 | 7.17% | 14.96% | 17.85% | Q4 2015 | Q1 2019 | 14 |
| MA | MASTERCARD INCORPORATED | 14 | 14 | 2.19% | 12.23% | 22.12% | Q1 2015 | Q2 2018 | 14 |
| OTIS | OTIS WORLDWIDE CORP | 13 | 13 | 13.16% | 16.05% | 20.04% | Q2 2020 | Q2 2023 | 13 |
| CRM | SALESFORCE INC | 13 | 13 | 7.04% | 14.00% | 19.46% | Q2 2020 | Q2 2023 | 13 |
| ONE | HIGHER ONE HLDGS INC | 12 | 12 | 0.96% | 6.25% | 16.02% | Q2 2013 | Q1 2016 | 12 |
| NLSN | NIELSEN HLDGS PLC | 11 | 11 | 4.94% | 7.33% | 10.35% | Q2 2017 | Q4 2019 | 11 |
| WWD | WOODWARD INC | 9 | 9 | 4.06% | 9.31% | 11.16% | Q2 2020 | Q2 2022 | 9 |
| GTX | GARRETT MOTION INC | 8 | 8 | 0.58% | 4.84% | 8.05% | Q3 2018 | Q2 2020 | 8 |
| CCE | COCA COLA ENTERPRISES ... | 7 | 7 | 10.72% | 16.46% | 30.30% | Q2 2013 | Q4 2014 | 7 |
| V | VISA INC | 6 | 6 | 11.22% | 16.87% | 29.75% | Q2 2013 | Q3 2014 | 6 |
| EGL | ENGILITY HLDGS INC | 6 | 6 | 9.02% | 12.67% | 15.59% | Q2 2013 | Q3 2014 | 6 |
| HERBALIFE LTD | 5 | 5 | 7.96% | 13.83% | 19.38% | Q1 2015 | Q1 2016 | 5 | |
| TYC | TYCO INTERNATIONAL LTD | 5 | 5 | 10.85% | 13.03% | 15.13% | Q2 2013 | Q2 2014 | 5 |
| CST | CST BRANDS INC | 5 | 5 | 10.85% | 12.96% | 15.11% | Q2 2013 | Q2 2014 | 5 |
| BCO | BRINKS CO | 4 | 4 | 6.82% | 8.73% | 10.18% | Q2 2018 | Q1 2019 | 4 |
| TWC | TIME WARNER CABLE INC | 3 | 3 | 25.18% | 28.29% | 31.34% | Q3 2015 | Q1 2016 | 3 |
| LW | LAMB WESTON HLDGS INC | 3 | 3 | 7.23% | 7.61% | 7.90% | Q4 2016 | Q2 2017 | 3 |
| RPM | RPM INTL INC | 2 | 1 | 0.91% | 4.91% | 7.82% | Q1 2018 | Q4 2018 | 3 |
| SBH | SALLY BEAUTY HLDGS INC | 2 | 2 | 10.65% | 11.00% | 11.35% | Q2 2013 | Q3 2013 | 2 |
| HERBALIFE LTD | 2 | 2 | 3.27% | 4.00% | 4.74% | Q2 2016 | Q3 2016 | 2 | |
| NOW | SERVICENOW INC | 2 | 2 | 3.91% | 3.99% | 4.08% | Q4 2021 | Q1 2022 | 2 |
| AVLR | AVALARA INC | 2 | 2 | 2.82% | 3.09% | 3.36% | Q4 2021 | Q1 2022 | 2 |
| NWSA | NEWS CORP | 1 | 1 | 13.74% | 13.74% | 13.74% | Q2 2013 | Q2 2013 | 1 |
| WAB | WABTEC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q1 2020 | Q1 2020 | 1 |
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The securities at the top of the list , including HERBALIFE NUTRITION LTD, CHARTER COMMUNICATIONS INC N, and MICROSOFT CORP, are the highest-conviction holdings of Deccan Value Investors L.P..
The conviction is calculated by counting the number of quarters a security has been reported by Deccan Value Investors L.P.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Deccan Value Investors L.P. owns currently or has owned in the past.