What Whitney Tilson Bought in Q3 2015
T2 Partners Management · Quarterly 13F recap as filed with the SEC.
Period: 2015-09-30 · Filed
$50.4M
Total Value
16
Holdings
3
New Buys
6
Reduced
In Q3 2015, Whitney Tilson reported 16 long equity positions worth $50.4M in their T2 Partners Management 13F filing, including 3 new positions (largest: UNION PAC CORP at $2.8M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 |