Chieftain Capital Management, Inc. Long-Term Concentrated

Name: Chieftain Capital Management, Inc. Q2 2013 13F Filing | 13F Explorer
Creator: Chieftain Capital Management, Inc.
Published: 2013-08-14

Location: New York, NY

CIK: 0001491126 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value: $1.482B (100.0% shares, 0.0% debt)

Holdings (13)

SGI TEMPUR PEDIC INTL INC 16.4%

Value $244M Shares 5,552,071 Est. Cost $11.36 Unrealized 0.0%

— HANESBRANDS INC 15.8%

Value $233M Shares 4,346,325 Est. Cost $53.72 Unrealized —

— EXPRESS SCRIPTS HLDG CO 14.8%

Value $219M Shares 3,546,040 Est. Cost $61.74 Unrealized —

MSI MOTOROLA SOLUTIONS INC 12.3%

Value $182M Shares 3,144,981 Est. Cost $47.42 Unrealized 0.0%

UNH UNITEDHEALTH GROUP INC 10.4%

Value $153M Shares 2,343,805 Est. Cost $50.75 Unrealized 0.0%

— LABORATORY CORP AMER HLDGS 9.8%

Value $145M Shares 1,449,020 Est. Cost $100.10 Unrealized —

— AON PLC 8.2%

Value $121M Shares 1,887,799 Est. Cost $64.35 Unrealized —

— DUN & BRADSTREET CORP DEL NE 7.7%

Value $115M Shares 1,177,410 Est. Cost $97.45 Unrealized —

CCK CROWN HOLDINGS INC 3.4%

Value $49.74M Shares 1,209,313 Est. Cost $40.04 Unrealized 0.0%

USB US BANCORP DEL 0.6%

Value $9.398M Shares 259,965 Est. Cost $22.41 Unrealized 0.0%

— TIME WARNER CABLE INC 0.4%

Value $6.665M Shares 59,255 Est. Cost $112.48 Unrealized —

SBH SALLY BEAUTY HLDGS INC 0.2%

Value $2.257M Shares 72,580 Est. Cost $30.22 Unrealized 0.0%

— CROSSTEX ENERGY L P 0.1%

Value $1.268M Shares 61,500 Est. Cost $20.62 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SGI	TEMPUR PEDIC INTL INC	5,552,071	$244M	16.4%	$11.36	0.0%	COM	88023U101
—	HANESBRANDS INC	4,346,325	$233M	15.8%	$53.72	—	COM	410345102
—	EXPRESS SCRIPTS HLDG CO	3,546,040	$219M	14.8%	$61.74	—	COM	30219G108
MSI	MOTOROLA SOLUTIONS INC	3,144,981	$182M	12.3%	$47.42	0.0%	COM NEW	620076307
UNH	UNITEDHEALTH GROUP INC	2,343,805	$153M	10.4%	$50.75	0.0%	COM	91324P102
—	LABORATORY CORP AMER HLDGS	1,449,020	$145M	9.8%	$100.10	—	COM NEW	50540R409
—	AON PLC	1,887,799	$121M	8.2%	$64.35	—	SHS CL A	G0408V102
—	DUN & BRADSTREET CORP DEL NE	1,177,410	$115M	7.7%	$97.45	—	COM	26483E100
CCK	CROWN HOLDINGS INC	1,209,313	$49.74M	3.4%	$40.04	0.0%	COM	228368106
USB	US BANCORP DEL	259,965	$9.398M	0.6%	$22.41	0.0%	COM NEW	902973304
—	TIME WARNER CABLE INC	59,255	$6.665M	0.4%	$112.48	—	COM	88732J207
SBH	SALLY BEAUTY HLDGS INC	72,580	$2.257M	0.2%	$30.22	0.0%	COM	79546E104
—	CROSSTEX ENERGY L P	61,500	$1.268M	0.1%	$20.62	—	COM	22765U102