Chieftain Capital Management, Inc. Long-Term Concentrated

Name: Chieftain Capital Management, Inc. Q1 2018 13F Filing | 13F Explorer
Creator: Chieftain Capital Management, Inc.
Published: 2018-05-15

Location: New York, NY

CIK: 0001491126 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value: $1.373B (100.0% shares, 0.0% debt)

Holdings (11)

— HANESBRANDS INC 17.1%

Value $235M Shares 12,772,969 Est. Cost $30.19 Unrealized —

HCA HCA HEALTHCARE INC 13.6%

Value $186M Shares 1,918,780 Est. Cost $71.32 Unrealized +26.6%

— DISCOVERY COMMUNICATNS NEW 12.3%

Value $169M Shares 8,656,875 Est. Cost $20.76 Unrealized —

VISN COMMSCOPE HLDG CO INC 12.1%

Value $166M Shares 4,161,048 Est. Cost $26.71 Unrealized +46.1%

— GCI LIBERTY INC 11.8%

Value $163M Shares 3,075,293 Est. Cost $52.86 Unrealized —

— CBS CORP NEW 11.1%

Value $152M Shares 2,958,937 Est. Cost $49.22 Unrealized —

— NIELSEN HLDGS PLC 9.0%

Value $123M Shares 3,865,749 Est. Cost $31.79 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 8.2%

Value $113M Shares 2,765,522 Est. Cost $41.36 Unrealized —

— EXPRESS SCRIPTS HLDG CO 2.7%

Value $37.36M Shares 540,793 Est. Cost $66.58 Unrealized —

— LIBERTY MEDIA CORP DELAWARE 2.1%

Value $28.33M Shares 689,402 Est. Cost $41.89 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.0%

Value $205K Shares 960 Est. Cost $51.87 Unrealized +287.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	HANESBRANDS INC	12,772,969	$235M	17.1%	$30.19	—	COM	410345102
HCA	HCA HEALTHCARE INC	1,918,780	$186M	13.6%	$71.32	+26.6%	COM	40412C101
—	DISCOVERY COMMUNICATNS NEW	8,656,875	$169M	12.3%	$20.76	—	COM SER C	25470F302
VISN	COMMSCOPE HLDG CO INC	4,161,048	$166M	12.1%	$26.71	+46.1%	COM	20337X109
—	GCI LIBERTY INC	3,075,293	$163M	11.8%	$52.86	—	COM CLASS A	36164V305
—	CBS CORP NEW	2,958,937	$152M	11.1%	$49.22	—	CL B	124857202
—	NIELSEN HLDGS PLC	3,865,749	$123M	9.0%	$31.79	—	SHS EUR	G6518L108
—	LIBERTY MEDIA CORP DELAWARE	2,765,522	$113M	8.2%	$41.36	—	COM C SIRIUSXM	531229607
—	EXPRESS SCRIPTS HLDG CO	540,793	$37.36M	2.7%	$66.58	—	COM	30219G108
—	LIBERTY MEDIA CORP DELAWARE	689,402	$28.33M	2.1%	$41.89	—	COM A SIRIUSXM	531229409
UNH	UNITEDHEALTH GROUP INC	960	$205K	0.0%	$51.87	+287.8%	COM	91324P102