What Whitney Tilson Bought in Q1 2015
T2 Partners Management · Quarterly 13F recap as filed with the SEC.
Period: 2015-03-31 · Filed · Historical
$59.9M
Total Value
15
Holdings
0
New Buys
5
Reduced
In Q1 2015, Whitney Tilson reported 15 long equity positions worth $59.9M in their T2 Partners Management 13F filing and 10 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | HHH | HOWARD HUGHES CORP | 50425 | $7.8M | 13.05% | +8.3% |
| 2 | 72766Q105 | PLATFORM SPECIALTY PRODS COR | 271140 | $7.0M | 11.62% | +41.2% |
| 3 | RDIB | READING INTERNATIONAL INC | 371106 | $5.0M | 8.33% | +5.5% |
| 4 | APD | AIR PRODS & CHEMS INC | 29728 | $4.5M | 7.51% | +15.8% |
| 5 | JBLU | JETBLUE AIRWAYS CORP | 225110 | $4.3M | 7.24% | -1.9% |
| 6 | CAR | AVIS BUDGET GROUP | 71971 | $4.2M | 7.09% | -1.9% |
| 7 | MU | MICRON TECHNOLOGY INC | 137130 | $3.7M | 6.21% | +6.6% |
| 8 | DAL | DELTA AIR LINES INC DEL | 81950 | $3.7M | 6.15% | -1.9% |
| 9 | BRK.B | Berkshire Hathaway Inc. Class B | 23288 | $3.4M | 5.61% | -1.6% |
| 10 | 84651P100 | SPARK NETWORKS INC | 761709 | $3.1M | 5.14% | +5.4% |
| 11 | M9068E105 | SODASTREAM INTERNATIONAL LTD | 151705 | $3.1M | 5.13% | +6.6% |
| 12 | HTZWW | HERTZ GLOBAL HOLDINGS INC | 138493 | $3.0M | 5.01% | -1.9% |
| 13 | GS | GOLDMAN SACHS GROUP INC | 13692 | $2.6M | 4.30% | +4.4% |
| 14 | M6787E101 | MAGICJACK VOCALTEC LTD | 338014 | $2.3M | 3.86% | +5.6% |
| 15 | AAL | AMERICAN AIRLS GROUP INC | 42428 | $2.2M | 3.74% | +6.6% |