Deccan Value Investors L.P. - Q4 2022 holdings

$923 Million is the total value of Deccan Value Investors L.P.'s 5 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

 Value Shares↓ Weighting
MSFT BuyMICROSOFT CORP$203,029,933
+31.7%
846,593
+27.9%
22.01%
+14.0%
GOOG BuyALPHABET INCcap stk cl c$162,524,079
-0.9%
1,831,670
+7.4%
17.62%
-14.2%
CRM BuySALESFORCE INC$157,485,763
+8.2%
1,187,765
+17.4%
17.07%
-6.3%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
HERBALIFE NUTRITION LTD29Q1 202240.5%
CHARTER COMMUNICATIONS INC N24Q1 202225.7%
MICROSOFT CORP24Q2 202325.5%
TWENTY FIRST CENTY FOX INC17Q3 201758.3%
ALPHABET INC17Q2 202321.4%
META PLATFORMS INC16Q1 202220.8%
TRANSDIGM GROUP INC15Q3 2023100.0%
AXALTA COATING SYS LTD14Q1 201917.8%
MASTERCARD INCORPORATED14Q2 201822.1%
OTIS WORLDWIDE CORP13Q2 202320.0%

View Deccan Value Investors L.P.'s complete holdings history.

Latest significant ownerships (13-D/G)
Deccan Value Investors L.P. Q4 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Garrett Motion Inc.Sold outFebruary 16, 202100.0%
HERBALIFE NUTRITION LTD.February 16, 20213,686,9852.8%
Higher One Holdings, Inc.February 12, 20164,458,5309.3%
Engility Holdings, Inc.Sold outFebruary 13, 201500.0%

View Deccan Value Investors L.P.'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Deccan Value Investors L.P.'s complete filings history.

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