Chieftain Capital Management, Inc. Long-Term Concentrated

Name: Chieftain Capital Management, Inc. Q4 2017 13F Filing | 13F Explorer
Creator: Chieftain Capital Management, Inc.
Published: 2018-02-14

Location: New York, NY

CIK: 0001491126 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value: $1.471B (100.0% shares, 0.0% debt)

Holdings (10)

— HANESBRANDS INC 17.8%

Value $261M Shares 12,488,544 Est. Cost $30.46 Unrealized —

VISN COMMSCOPE HLDG CO INC 17.7%

Value $260M Shares 6,871,036 Est. Cost $26.71 Unrealized +30.5%

HCA HCA HEALTHCARE INC 14.7%

Value $217M Shares 2,466,766 Est. Cost $71.32 Unrealized +4.7%

— CBS CORP NEW 12.7%

Value $187M Shares 3,169,073 Est. Cost $49.22 Unrealized —

— LIBERTY INTERACTIVE CORP 10.2%

Value $150M Shares 2,760,203 Est. Cost $54.24 Unrealized —

— DISCOVERY COMMUNICATNS NEW 9.4%

Value $138M Shares 6,520,760 Est. Cost $21.17 Unrealized —

— EXPRESS SCRIPTS HLDG CO 9.2%

Value $136M Shares 1,815,653 Est. Cost $66.58 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 6.4%

Value $93.65M Shares 2,361,268 Est. Cost $41.45 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 2.0%

Value $29.32M Shares 739,153 Est. Cost $41.89 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.0%

Value $212K Shares 960 Est. Cost $51.87 Unrealized +258.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	HANESBRANDS INC	12,488,544	$261M	17.8%	$30.46	—	COM	410345102
VISN	COMMSCOPE HLDG CO INC	6,871,036	$260M	17.7%	$26.71	+30.5%	COM	20337X109
HCA	HCA HEALTHCARE INC	2,466,766	$217M	14.7%	$71.32	+4.7%	COM	40412C101
—	CBS CORP NEW	3,169,073	$187M	12.7%	$49.22	—	CL B	124857202
—	LIBERTY INTERACTIVE CORP	2,760,203	$150M	10.2%	$54.24	—	LBT VEN COM A NE	53071M856
—	DISCOVERY COMMUNICATNS NEW	6,520,760	$138M	9.4%	$21.17	—	COM SER C	25470F302
—	EXPRESS SCRIPTS HLDG CO	1,815,653	$136M	9.2%	$66.58	—	COM	30219G108
—	LIBERTY MEDIA CORP DELAWARE	2,361,268	$93.65M	6.4%	$41.45	—	COM C SIRIUSXM	531229607
—	LIBERTY MEDIA CORP DELAWARE	739,153	$29.32M	2.0%	$41.89	—	COM A SIRIUSXM	531229409
UNH	UNITEDHEALTH GROUP INC	960	$212K	0.0%	$51.87	+258.7%	COM	91324P102