$383 Million is the total value of Anandar Capital Management LP's 52 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LORL | New | LORAL SPACE & COMMUNICATNS Icall | $14,124,000 | – | 300,000 | +100.0% | 3.68% | – |
| TMUS | New | T MOBILE US INC | $10,454,000 | – | 262,600 | +100.0% | 2.73% | – |
| GPK | New | GRAPHIC PACKAGING HLDG CO | $9,692,000 | – | 757,770 | +100.0% | 2.53% | – |
| HD | New | HOME DEPOT INC | $9,412,000 | – | 81,500 | +100.0% | 2.46% | – |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $9,238,000 | – | 194,600 | +100.0% | 2.41% | – |
| JAH | New | JARDEN CORP | $7,645,000 | – | 156,400 | +100.0% | 1.99% | – |
| M | New | MACYS INCcall | $5,132,000 | – | 100,000 | +100.0% | 1.34% | – |
| RH | New | RESTORATION HARDWARE HLDGS Icall | $4,666,000 | – | 50,000 | +100.0% | 1.22% | – |
| PFE | New | PFIZER INC | $3,763,000 | – | 119,800 | +100.0% | 0.98% | – |
| XPO | New | XPO LOGISTICS INCput | $2,385,000 | – | 100,100 | +100.0% | 0.62% | – |
| RH | New | RESTORATION HARDWARE HLDGS I | $2,249,000 | – | 24,100 | +100.0% | 0.59% | – |
| LVNTA | New | LIBERTY INTERACTIVE CORP | $1,533,000 | – | 38,000 | +100.0% | 0.40% | – |
| MAS | New | MASCO CORP | $1,518,000 | – | 60,300 | +100.0% | 0.40% | – |
| NRF | New | NORTHSTAR RLTY FIN CORP | $865,000 | – | 70,000 | +100.0% | 0.23% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $647,000 | – | 51,000 | +100.0% | 0.17% | – |
| SHPG | New | SHIRE PLCsponsored adr | $312,000 | – | 1,518 | +100.0% | 0.08% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 7 | Q2 2016 | 40.0% |
| LIBERTY TRIPADVISOR HLDGS IN | 6 | Q1 2016 | 4.3% |
| NORTHSTAR ASSET MGMT GROUP I | 6 | Q1 2016 | 4.2% |
| INFRAREIT INC | 6 | Q2 2016 | 2.3% |
| LORAL SPACE & COMMUNICATNS I | 5 | Q4 2015 | 7.7% |
| DAVE & BUSTERS ENTMT INC | 5 | Q2 2016 | 6.0% |
| SPDR S&P 500 ETF TR | 5 | Q1 2016 | 6.0% |
| CHEESECAKE FACTORY INC | 5 | Q2 2016 | 2.9% |
| APPLIED MATLS INC | 5 | Q4 2015 | 1.8% |
| NORTHSTAR ASSET MGMT GROUP I | 5 | Q1 2016 | 1.5% |
View Anandar Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-10-21 |
| 13F-HR | 2016-08-12 |
| 13F-HR | 2016-05-13 |
| 13F-HR | 2016-02-16 |
| 13F-HR | 2015-11-13 |
| 13F-HR | 2015-08-14 |
| 13F-HR | 2015-05-15 |
| 13F-HR | 2015-02-17 |
View Anandar Capital Management LP'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.