Chieftain Capital Management, Inc. Long-Term Concentrated

Name: Chieftain Capital Management, Inc. Q3 2016 13F Filing | 13F Explorer
Creator: Chieftain Capital Management, Inc.
Published: 2016-11-14

Location: New York, NY

CIK: 0001491126 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value: $1.735B (100.0% shares, 0.0% debt)

Holdings (7)

VISN COMMSCOPE HLDG CO INC 26.6%

Value $461M Shares 15,300,015 Est. Cost $26.71 Unrealized +13.0%

— HANESBRANDS INC 18.3%

Value $317M Shares 12,565,734 Est. Cost $35.21 Unrealized —

— EXPRESS SCRIPTS HLDG CO 16.8%

Value $292M Shares 4,143,027 Est. Cost $66.20 Unrealized —

— CBS CORP NEW 15.3%

Value $265M Shares 4,841,699 Est. Cost $48.03 Unrealized —

SGI TEMPUR SEALY INTL INC 11.0%

Value $190M Shares 3,352,883 Est. Cost $12.41 Unrealized +43.7%

— LABORATORY CORP AMER HLDGS 8.1%

Value $140M Shares 1,021,277 Est. Cost $111.05 Unrealized —

UNH UNITEDHEALTH GROUP INC 4.0%

Value $68.94M Shares 492,402 Est. Cost $51.87 Unrealized +132.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VISN	COMMSCOPE HLDG CO INC	15,300,015	$461M	26.6%	$26.71	+13.0%	COM	20337X109
—	HANESBRANDS INC	12,565,734	$317M	18.3%	$35.21	—	COM	410345102
—	EXPRESS SCRIPTS HLDG CO	4,143,027	$292M	16.8%	$66.20	—	COM	30219G108
—	CBS CORP NEW	4,841,699	$265M	15.3%	$48.03	—	CL B	124857202
SGI	TEMPUR SEALY INTL INC	3,352,883	$190M	11.0%	$12.41	+43.7%	COM	88023U101
—	LABORATORY CORP AMER HLDGS	1,021,277	$140M	8.1%	$111.05	—	COM NEW	50540R409
UNH	UNITEDHEALTH GROUP INC	492,402	$68.94M	4.0%	$51.87	+132.3%	COM	91324P102