Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (4 quarters reported)
$7.2B in Q1 2017 → $9.94B now. Hover for any quarter.
As reported for the quarter ended December 31, 2017. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Hilton Worldwide Holdings Inc. | 66.3% | Unchanged | 82,500,000 | $6.59B |
| Park Hotels & Resorts Inc. | 15.5% | Unchanged | 53,651,453 | $1.54B |
| Hilton Grand Vacations Inc. | 10.4% | Unchanged | 24,750,000 | $1.04B |
| Tuniu Corporation | 7.8% | Unchanged | 100,786,465 | $773M |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.
quarter ended December 31, 2017 · filed February 15, 2018
No position changes this quarter.
quarter ended September 30, 2017 · filed November 14, 2017
No position changes this quarter.
quarter ended June 30, 2017 · filed August 14, 2017
No position changes this quarter.
Loading...
