Chieftain Capital Management, Inc. Long-Term Concentrated

Name: Chieftain Capital Management, Inc. Q2 2016 13F Filing | 13F Explorer
Creator: Chieftain Capital Management, Inc.
Published: 2016-08-15

Location: New York, NY

CIK: 0001491126 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 15, 2016

Total Value: $1.901B (100.0% shares, 0.0% debt)

Holdings (7)

VISN COMMSCOPE HLDG CO INC 25.1%

Value $476M Shares 15,355,114 Est. Cost $26.71 Unrealized +11.1%

— CBS CORP NEW 19.6%

Value $373M Shares 6,849,839 Est. Cost $48.03 Unrealized —

— EXPRESS SCRIPTS HLDG CO 16.6%

Value $316M Shares 4,166,522 Est. Cost $66.20 Unrealized —

— HANESBRANDS INC 15.9%

Value $302M Shares 12,025,603 Est. Cost $35.66 Unrealized —

SGI TEMPUR SEALY INTL INC 10.8%

Value $206M Shares 3,714,848 Est. Cost $12.41 Unrealized +18.9%

— LABORATORY CORP AMER HLDGS 7.6%

Value $144M Shares 1,102,068 Est. Cost $111.05 Unrealized —

UNH UNITEDHEALTH GROUP INC 4.4%

Value $84.25M Shares 596,702 Est. Cost $51.87 Unrealized +120.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VISN	COMMSCOPE HLDG CO INC	15,355,114	$476M	25.1%	$26.71	+11.1%	COM	20337X109
—	CBS CORP NEW	6,849,839	$373M	19.6%	$48.03	—	CL B	124857202
—	EXPRESS SCRIPTS HLDG CO	4,166,522	$316M	16.6%	$66.20	—	COM	30219G108
—	HANESBRANDS INC	12,025,603	$302M	15.9%	$35.66	—	COM	410345102
SGI	TEMPUR SEALY INTL INC	3,714,848	$206M	10.8%	$12.41	+18.9%	COM	88023U101
—	LABORATORY CORP AMER HLDGS	1,102,068	$144M	7.6%	$111.05	—	COM NEW	50540R409
UNH	UNITEDHEALTH GROUP INC	596,702	$84.25M	4.4%	$51.87	+120.1%	COM	91324P102