What Whitney Tilson Bought in Q2 2014
T2 Partners Management · Quarterly 13F recap as filed with the SEC.
Period: 2014-06-30 · Filed · Historical
$66.9M
Total Value
24
Holdings
0
New Buys
0
Reduced
In Q2 2014, Whitney Tilson reported 24 long equity positions worth $66.9M in their T2 Partners Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | HHH | HOWARD HUGHES CORP | 48496 | $7.7M | 11.44% | — |
| 2 | BRK.B | Berkshire Hathaway Inc. Class B | 37662 | $4.8M | 7.12% | — |
| 3 | CAR | AVIS BUDGET CORP | 76193 | $4.5M | 6.80% | — |
| 4 | 72766Q105 | PLATFORM SPECIALTY PRODS CORP. | 155915 | $4.4M | 6.53% | — |
| 5 | APD | AIR PRODUCTS & CHEMICALS INC. | 32357 | $4.2M | 6.22% | — |
| 6 | AIG | AMERICAN INTL GROUP, INC. CMN | 76242 | $4.2M | 6.22% | — |
| 7 | MU | MICRON TECHNOLOGY INC. | 117165 | $3.9M | 5.77% | — |
| 8 | HTZWW | HERTZ GLOBAL HOLDINGS INC. | 127060 | $3.6M | 5.32% | — |
| 9 | 84651P100 | SPARK NETWORKS INC. | 548119 | $3.1M | 4.64% | — |
| 10 | GS | GOLDMAN SACHS GROUP INC | 15789 | $2.6M | 3.95% | — |
| 11 | M9068E105 | SODASTREAM INTERNATIONAL LTD. | 76410 | $2.6M | 3.84% | — |
| 12 | C | CITIGROUP INC | 52399 | $2.5M | 3.69% | — |
| 13 | M6787E101 | MAGICJACK VOCALTEC LTD. | 160400 | $2.4M | 3.62% | — |
| 14 | BA-PA | BOEING COMPANY | 18856 | $2.4M | 3.58% | — |
| 15 | DAL | DELTA AIR LINES INC. | 60620 | $2.3M | 3.51% | — |
| 16 | BA-PA | BOEING COMPANY | 17500 | $2.2M | 3.34% | — |
| 17 | NFLX | NETFLIX INC. | 4960 | $2.2M | 3.26% | — |
| 18 | JBLU | JETBLUE AIRWAYS CORPORATION | 172000 | $1.9M | 2.79% | — |
| 19 | 74343G303 | PROMOTORA DE INFORMACIONES S | 700053 | $1.8M | 2.67% | — |
| 20 | AAL | AMERICAN AIRLINES GROUP INC. | 28030 | $1.2M | 1.80% | — |
| 21 | 460951106 | INTEROIL CORP. | 17700 | $1.1M | 1.69% | — |
| 22 | UAL | UNITED CONTINENTAL HOLDING INC. | 23000 | $945K | 1.41% | — |
| 23 | DDD | 3-D SYS CORP DEL | 7000 | $419K | 0.63% | — |
| 24 | BLDP | BALLARD POWER SYSTEMS INC. | 28500 | $117K | 0.17% | — |