Chieftain Capital Management, Inc. Long-Term Concentrated

Name: Chieftain Capital Management, Inc. Q3 2017 13F Filing | 13F Explorer
Creator: Chieftain Capital Management, Inc.
Published: 2017-11-14

Location: New York, NY

CIK: 0001491126 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value: $1.273B (100.0% shares, 0.0% debt)

Holdings (9)

— HANESBRANDS INC 24.9%

Value $317M Shares 12,884,600 Est. Cost $30.46 Unrealized —

VISN COMMSCOPE HLDG CO INC 19.0%

Value $241M Shares 7,270,428 Est. Cost $26.71 Unrealized +27.9%

— EXPRESS SCRIPTS HLDG CO 17.8%

Value $227M Shares 3,584,613 Est. Cost $66.58 Unrealized —

HCA HCA HEALTHCARE INC 15.9%

Value $203M Shares 2,549,098 Est. Cost $71.32 Unrealized +4.8%

— CBS CORP NEW 12.9%

Value $164M Shares 2,825,415 Est. Cost $48.03 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 6.4%

Value $81.23M Shares 1,939,967 Est. Cost $41.84 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 2.4%

Value $30.59M Shares 729,970 Est. Cost $41.92 Unrealized —

— LABORATORY CORP AMER HLDGS 0.6%

Value $8.052M Shares 53,332 Est. Cost $111.05 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.0%

Value $408K Shares 2,085 Est. Cost $51.87 Unrealized +225.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	HANESBRANDS INC	12,884,600	$317M	24.9%	$30.46	—	COM	410345102
VISN	COMMSCOPE HLDG CO INC	7,270,428	$241M	19.0%	$26.71	+27.9%	COM	20337X109
—	EXPRESS SCRIPTS HLDG CO	3,584,613	$227M	17.8%	$66.58	—	COM	30219G108
HCA	HCA HEALTHCARE INC	2,549,098	$203M	15.9%	$71.32	+4.8%	COM	40412C101
—	CBS CORP NEW	2,825,415	$164M	12.9%	$48.03	—	CL B	124857202
—	LIBERTY MEDIA CORP DELAWARE	1,939,967	$81.23M	6.4%	$41.84	—	COM C SIRIUSXM	531229607
—	LIBERTY MEDIA CORP DELAWARE	729,970	$30.59M	2.4%	$41.92	—	COM A SIRIUSXM	531229409
—	LABORATORY CORP AMER HLDGS	53,332	$8.052M	0.6%	$111.05	—	COM NEW	50540R409
UNH	UNITEDHEALTH GROUP INC	2,085	$408K	0.0%	$51.87	+225.7%	COM	91324P102