Chieftain Capital Management, Inc. Long-Term Concentrated

Name: Chieftain Capital Management, Inc. Q2 2017 13F Filing | 13F Explorer
Creator: Chieftain Capital Management, Inc.
Published: 2017-08-14

Location: New York, NY

CIK: 0001491126 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 14, 2017

Total Value: $1.426B (100.0% shares, 0.0% debt)

Holdings (9)

— HANESBRANDS INC 29.0%

Value $414M Shares 17,859,081 Est. Cost $30.46 Unrealized —

— EXPRESS SCRIPTS HLDG CO 22.0%

Value $313M Shares 4,904,667 Est. Cost $66.58 Unrealized —

VISN COMMSCOPE HLDG CO INC 20.1%

Value $287M Shares 7,544,251 Est. Cost $26.71 Unrealized +44.6%

HCA HCA HEALTHCARE INC 13.6%

Value $194M Shares 2,226,799 Est. Cost $70.83 Unrealized +11.0%

— CBS CORP NEW 13.1%

Value $187M Shares 2,929,041 Est. Cost $48.03 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 1.0%

Value $14.45M Shares 346,500 Est. Cost $41.70 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 0.6%

Value $8.547M Shares 203,600 Est. Cost $41.98 Unrealized —

— LABORATORY CORP AMER HLDGS 0.6%

Value $8.221M Shares 53,332 Est. Cost $111.05 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.0%

Value $387K Shares 2,085 Est. Cost $51.87 Unrealized +194.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	HANESBRANDS INC	17,859,081	$414M	29.0%	$30.46	—	COM	410345102
—	EXPRESS SCRIPTS HLDG CO	4,904,667	$313M	22.0%	$66.58	—	COM	30219G108
VISN	COMMSCOPE HLDG CO INC	7,544,251	$287M	20.1%	$26.71	+44.6%	COM	20337X109
HCA	HCA HEALTHCARE INC	2,226,799	$194M	13.6%	$70.83	+11.0%	COM	40412C101
—	CBS CORP NEW	2,929,041	$187M	13.1%	$48.03	—	CL B	124857202
—	LIBERTY MEDIA CORP DELAWARE	346,500	$14.45M	1.0%	$41.70	—	COM C SIRIUSXM	531229607
—	LIBERTY MEDIA CORP DELAWARE	203,600	$8.547M	0.6%	$41.98	—	COM A SIRIUSXM	531229409
—	LABORATORY CORP AMER HLDGS	53,332	$8.221M	0.6%	$111.05	—	COM NEW	50540R409
UNH	UNITEDHEALTH GROUP INC	2,085	$387K	0.0%	$51.87	+194.4%	COM	91324P102