$1.22 Billion is the total value of Ashe Capital Management, LP's 12 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LUK | Exit | LEUCADIA NATL CORP | $0 | – | -433,557 | -100.0% | -0.91% | – |
| LILA | Exit | LIBERTY GLOBAL PLC | $0 | – | -1,250,284 | -100.0% | -2.46% | – |
| LILAK | Exit | LIBERTY GLOBAL PLC | $0 | – | -3,766,535 | -100.0% | -7.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPFOLIO INC | 32 | Q2 2024 | 29.2% |
| LIBERTY BROADBAND CORP | 30 | Q1 2022 | 13.2% |
| LIBERTY BROADBAND CORP | 30 | Q1 2022 | 10.6% |
| LIBERTY MEDIA CORP DELAWARE | 29 | Q2 2023 | 33.9% |
| LIBERTY MEDIA CORP DELAWARE | 29 | Q2 2023 | 7.3% |
| LIBERTY LATIN AMERICA LTD | 26 | Q1 2024 | 11.1% |
| LIBERTY LATIN AMERICA LTD | 26 | Q1 2024 | 6.2% |
| ALLISON TRANSMISSION HLDGS I | 20 | Q3 2019 | 35.8% |
| LIBERTY MEDIA CORP DELAWARE | 20 | Q1 2021 | 6.5% |
| LIBERTY MEDIA CORP DELAWARE | 20 | Q1 2021 | 1.6% |
View Ashe Capital Management, LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Liberty Latin America Ltd.Sold out | May 17, 2024 | 0 | 0.0% |
| Liberty Latin America Ltd.Sold out | May 17, 2024 | 0 | 0.0% |
| APPFOLIO INC | February 13, 2024 | 1,448,033 | 6.6% |
| Allison Transmission Holdings Inc | May 10, 2019 | 4,977,042 | - |
View Ashe Capital Management, LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| SC 13G/A | 2024-05-17 |
| SC 13G/A | 2024-05-17 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| 13F-HR | 2023-11-14 |
View Ashe 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.