13FBOX
Brahman Capital Corp. · 13F Holdings
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Brahman Capital Corp.

No.10447 Data as of 2023Q4
Latest AUM (Q4 2023)
$324.2M
QoQ Change Q3 2023
+$49.7M+18.1%
Holdings
20
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
20
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2023 ValueQ4 2023 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CCLARIVATE PLCCLVT
22.7%26.82%$73.6M11.0M$73.6M11.0M00.00%Unchanged
GODADDY INCGDDY
12.98%15.33%$42.1M565,108$42.1M565,10800.00%Unchanged
BBLUESCAPE OPPORTUNITIES ACQU
11.28%0.01%$36.6M4.2M$36,5644.2M00.00%Unchanged
WARNER BROS DISCOVERY INCWBD
9.75%11.52%$31.6M2.9M$31.6M2.9M00.00%Unchanged
DOLLAR TREE INCDLTR
6.46%7.63%$21.0M196,850$21.0M196,85000.00%Unchanged
US FOODS HLDG CORPUSFD
5.9%6.97%$19.1M482,027$19.1M482,02700.00%Unchanged
VERTIV HOLDINGS COVRT
5.53%6.53%$17.9M481,892$17.9M481,89200.00%Unchanged
FFTAI AVIATION LTDFTAI
4.22%4.99%$13.7M385,249$13.7M385,24900.00%Unchanged
SSKILLSOFT CORP
4.08%0.01%$13.2M2.2M$24,4552.2M00.00%Unchanged
VISTRA CORPVST
3.42%4.04%$11.1M333,866$11.1M333,86600.00%Unchanged
ELEVANCE HEALTH INC FORMERLYELV
3.19%3.77%$10.4M23,782$10.4M23,78200.00%Unchanged
ARDAUGH METAL PACKAGING COMAMBP
2.61%3.09%$8.5M2.7M$8.5M2.7M00.00%Unchanged
IQVIA HLDGS INCIQV
2.37%2.8%$7.7M39,116$7.7M39,11600.00%Unchanged
MATTEL INCMAT
1.9%2.24%$6.2M279,177$6.2M279,17700.00%Unchanged
International Flavors & Fragrances INC Fragrans CORP COMMONIFF
1.3%1.53%$4.2M61,753$4.2M61,75300.00%Unchanged
UNITED THERAPEUTICS CORP DELUTHR
0.73%0.86%$2.4M10,473$2.4M10,47300.00%Unchanged
EEVERBRIDGE INC
0.7%0.83%$2.3M101,922$2.3M101,92200.00%Unchanged
CHARTER COMMUNICATIONSCHTR
0.67%0.79%$2.2M4,917$2.2M4,91700.00%Unchanged
FFTAI INFRASTRUCTURE INCFIP
0.18%0.21%$574,677178,471$574,677178,47100.00%Unchanged
AARDAGH METAL PACKAGING S A
0.02%0.02%$61,305557,319$61,305557,31900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow