$211 Million is the total value of Greenvale Capital LLP's 12 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FCN | New | FTI CONSULTING INC | $25,945,000 | – | 389,323 | +100.0% | 12.27% | – |
| GT | New | GOODYEAR TIRE & RUBR CO | $21,431,000 | – | 1,050,000 | +100.0% | 10.14% | – |
| CVNA | New | CARVANA COcl a | $20,771,000 | – | 635,000 | +100.0% | 9.82% | – |
| ALRM | New | ALARM COM HLDGS INC | $19,970,000 | – | 385,000 | +100.0% | 9.44% | – |
| ZNGA | New | ZYNGA INCcl a | $19,650,000 | – | 5,000,000 | +100.0% | 9.29% | – |
| ACIW | New | ACI WORLDWIDE INC | $19,646,000 | – | 710,000 | +100.0% | 9.29% | – |
| EFII | New | ELECTRONICS FOR IMAGING INC | $19,592,000 | – | 790,000 | +100.0% | 9.27% | – |
| CRTO | New | CRITEO S Aspons ads | $18,216,000 | – | 801,780 | +100.0% | 8.62% | – |
| TWOU | New | 2U INC | $17,402,000 | – | 350,000 | +100.0% | 8.23% | – |
| ENPH | New | ENPHASE ENERGY INC | $13,453,000 | – | 2,844,259 | +100.0% | 6.36% | – |
| EEFT | New | EURONET WORLDWIDE INC | $8,702,000 | – | 85,000 | +100.0% | 4.12% | – |
| AMC | New | AMC ENTMT HLDGS INC | $6,647,000 | – | 525,000 | +100.0% | 3.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FTI CONSULTING INC | 18 | Q3 2023 | 12.6% |
| 2U INC | 18 | Q3 2023 | 17.2% |
| CARS COM INC | 18 | Q3 2023 | 10.2% |
| TENABLE HLDS INC | 16 | Q2 2023 | 17.8% |
| ACCEL ENTERTAINMENT INC | 13 | Q3 2023 | 8.6% |
| ENPHASE ENERGY INC | 12 | Q3 2023 | 13.1% |
| NERDY INC | 9 | Q3 2023 | 8.4% |
| UDEMY INC | 8 | Q3 2023 | 6.6% |
| SUNRUN INC | 7 | Q3 2023 | 8.7% |
| PVH CORPORATION | 7 | Q3 2023 | 9.6% |
View Greenvale Capital LLP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Accel Entertainment, Inc. | February 14, 2023 | 5,450,000 | 6.2% |
| AMC ENTERTAINMENT HOLDINGS, INC. | May 26, 2020 | 8,656,254 | 16.5% |
View Greenvale Capital LLP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2023-11-20 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
View Greenvale Capital LLP'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.