Chieftain Capital Management, Inc. Long-Term Concentrated

Name: Chieftain Capital Management, Inc. Q1 2017 13F Filing | 13F Explorer
Creator: Chieftain Capital Management, Inc.
Published: 2017-05-15

Location: New York, NY

CIK: 0001491126 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 15, 2017

Total Value: $1.492B (100.0% shares, 0.0% debt)

Holdings (7)

— HANESBRANDS INC 25.1%

Value $374M Shares 18,037,001 Est. Cost $30.46 Unrealized —

— EXPRESS SCRIPTS HLDG CO 22.0%

Value $328M Shares 4,972,417 Est. Cost $66.58 Unrealized —

VISN COMMSCOPE HLDG CO INC 21.5%

Value $320M Shares 7,673,016 Est. Cost $26.71 Unrealized +44.2%

— CBS CORP NEW 13.8%

Value $207M Shares 2,978,457 Est. Cost $48.03 Unrealized —

HCA HCA HOLDINGS INC 13.5%

Value $201M Shares 2,262,514 Est. Cost $70.83 Unrealized +9.4%

— LABORATORY CORP AMER HLDGS 4.1%

Value $61.39M Shares 427,925 Est. Cost $111.05 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.0%

Value $342K Shares 2,085 Est. Cost $51.87 Unrealized +174.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	HANESBRANDS INC	18,037,001	$374M	25.1%	$30.46	—	COM	410345102
—	EXPRESS SCRIPTS HLDG CO	4,972,417	$328M	22.0%	$66.58	—	COM	30219G108
VISN	COMMSCOPE HLDG CO INC	7,673,016	$320M	21.5%	$26.71	+44.2%	COM	20337X109
—	CBS CORP NEW	2,978,457	$207M	13.8%	$48.03	—	CL B	124857202
HCA	HCA HOLDINGS INC	2,262,514	$201M	13.5%	$70.83	+9.4%	COM	40412C101
—	LABORATORY CORP AMER HLDGS	427,925	$61.39M	4.1%	$111.05	—	COM NEW	50540R409
UNH	UNITEDHEALTH GROUP INC	2,085	$342K	0.0%	$51.87	+174.0%	COM	91324P102