# Whitney Tilson — T2 Partners Management

Source: SEC EDGAR 13F filings (CIK 0001327388).
Page URL: https://superinvestorclub.com/manager/3275
Last updated: 2026-07-08T13:32:32.903Z

## Summary

As of the 2015-09-30 reporting period (filed 2015-11-03), Whitney Tilson reported 16 long equity positions in their T2 Partners Management 13F filing, with a total reported value of $50.4M.

### About

Value investor, financial educator

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | HHH | HOWARD HUGHES CORP | 51495 | $5.9M | 11.73% | +2.1% |
| 2 | 72766Q105 | PLATFORM SPECIALTY PRODS COR | 367320 | $4.6M | 9.23% | +35.5% |
| 3 | BRK.B | Berkshire Hathaway Inc. Class B | 31983 | $4.2M | 8.28% | +37.3% |
| 4 | RDIB | READING INTERNATIONAL INC | 291406 | $3.7M | 7.33% | -21.5% |
| 5 | APD | AIR PRODS & CHEMS INC | 26688 | $3.4M | 6.76% | -10.2% |
| 6 | CAR | AVIS BUDGET GROUP | 73491 | $3.2M | 6.37% | +2.1% |
| 7 | M6787E101 | MAGICJACK VOCALTEC LTD | 327964 | $2.9M | 5.80% | -3.0% |
| 8 | JBLU | JETBLUE AIRWAYS CORP | 109110 | $2.8M | 5.58% | -51.5% |
| 9 | UNP | UNION PAC CORP | 31280 | $2.8M | 5.49% | NEW |
| 10 | DAL | DELTA AIR LINES INC DEL | 61265 | $2.7M | 5.46% | -25.2% |
| 11 | MU | MICRON TECHNOLOGY INC | 181420 | $2.7M | 5.40% | +32.3% |
| 12 | M9068E105 | SODASTREAM INTERNATIONAL LTD | 190785 | $2.6M | 5.21% | +25.8% |
| 13 | GE | GENERAL ELECTRIC CO | 101950 | $2.6M | 5.11% | NEW |
| 14 | 84651P100 | SPARK NETWORKS INC | 807509 | $2.3M | 4.62% | +6.0% |
| 15 | GS | GOLDMAN SACHS GROUP INC | 13254 | $2.3M | 4.57% | -3.2% |
| 16 | CP | CANADIAN PAC RY LTD | 10700 | $1.5M | 3.05% | NEW |

## New positions this quarter (3)

- UNP (UNION PAC CORP): 31280 shares, $2.8M
- GE (GENERAL ELECTRIC CO): 101950 shares, $2.6M
- CP (CANADIAN PAC RY LTD): 10700 shares, $1.5M

## Increased positions (7)

- HHH: 51495 shares (+2.1%), $5.9M
- 72766Q105: 367320 shares (+35.5%), $4.6M
- BRK.B: 31983 shares (+37.3%), $4.2M
- CAR: 73491 shares (+2.1%), $3.2M
- MU: 181420 shares (+32.3%), $2.7M
- M9068E105: 190785 shares (+25.8%), $2.6M
- 84651P100: 807509 shares (+6.0%), $2.3M

## Reduced positions (6)

- RDIB: 291406 shares (-21.5%), $3.7M
- APD: 26688 shares (-10.2%), $3.4M
- M6787E101: 327964 shares (-3.0%), $2.9M
- JBLU: 109110 shares (-51.5%), $2.8M
- DAL: 61265 shares (-25.2%), $2.7M
- GS: 13254 shares (-3.2%), $2.3M

## Sold positions (2)

- HTZWW: previously held 138493 shares worth $2.5M
- AAL: previously held 42428 shares worth $1.7M

## Filing history (6)

- 2015-09-30 (filed 2015-11-03)
- 2015-06-30 (filed 2015-08-03)
- 2015-03-31 (filed 2015-05-06)
- 2014-12-31 (filed 2015-02-05)
- 2014-09-30 (filed 2014-11-05)
- 2014-06-30 (filed 2014-08-01)

## Citation

When citing, use: "Whitney Tilson, T2 Partners Management, SEC 13F filing for period 2015-09-30, via Superinvestor (https://superinvestorclub.com/manager/3275)".