Brahman Capital Corp.

13F Portfolio Filings

Latest 13F report
Q3 2023 - Nov 14, 2023
Value $
$275M
Signature - Title
Louis Sultan - CFO / COO
Location
655 Third Avenue, 11 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 20 $275M +$16.8M -$73.4M -$56.5M CLVT, GDDY, WBD, DLTR, USFD 13F-HR 11/14/2023, 09:13 AM
Q2 2023 22 $368M +$22.5M -$487M -$464M CLVT, GDDY, WBD, DLTR, USFD 13F-HR 8/14/2023, 09:58 AM
Q1 2023 20 $814M +$195M -$153M +$42.6M GDDY, CLVT, WBD, DLTR, ARMK 13F-HR 5/15/2023, 01:20 PM
Q4 2022 22 $721M +$137M -$162M -$25.6M GDDY, DLTR, WBD, ARMK, VRT 13F-HR 2/14/2023, 02:33 PM
Q3 2022 22 $707M +$104M -$166M -$62.3M GDDY, WBD, HOG, DLTR, ARMK 13F-HR 11/14/2022, 11:57 AM
Q2 2022 0 $0 $0 $0 New Holdings 9/28/2022, 02:30 PM
Q2 2022 22 $837M +$231M -$372M -$141M GDDY, WBD, AMBP, HOG, CLVT 13F-HR 8/15/2022, 10:02 AM
Q1 2022 24 $1.13B +$66M -$227M -$161M GDDY, DLTR, VRT, DISCA, AMBP 13F-HR 5/16/2022, 10:28 AM
Q4 2021 29 $1.37B +$153M -$186M -$32.9M GDDY, VRT, AMBP, FWONK, EBAY 13F-HR 2/14/2022, 05:13 PM
Q3 2021 29 $1.37B +$380M -$289M +$91.3M GDDY, VRT, EBAY, FWONK, HOG 13F-HR 11/15/2021, 04:37 PM
Q2 2021 28 $1.35B +$200M -$171M +$28.9M GDDY, VRT, EBAY, NLSN, HOG 13F-HR 8/16/2021, 10:45 AM
Q1 2021 26 $1.18B +$219M -$232M -$12.9M GDDY, VRT, NLSN, EBAY, HOG 13F-HR 5/17/2021, 09:17 AM
Q4 2020 21 $1.14B +$251M -$271M -$20.2M GDDY, VRT, NLSN, EBAY, HOG 13F-HR 2/16/2021, 09:16 AM
Q3 2020 21 $1.01B +$179M -$298M -$118M GDDY, VRT, HOG, IQV, EBAY 13F-HR 11/16/2020, 11:41 AM
Q2 2020 25 $1.03B +$291M -$343M -$51.9M GDDY, VRT, IQV, CLVT, NUAN 13F-HR 8/14/2020, 10:50 AM
Q1 2020 17 $850M +$247M -$284M -$37.6M GDDY, CLVT, IQV, VRT, CHTR 13F-HR 5/15/2020, 12:50 PM
Q4 2019 18 $1.04B +$137M -$231M -$94M GDDY, NRG, CHTR, IQV, FOXA 13F-HR 2/14/2020, 01:21 PM
Q3 2019 15 $1.05B +$96.6M -$112M -$15M NRG, GDDY, IQV, CHTR, FOXA 13F-HR 11/14/2019, 09:52 AM
Q2 2019 13 $1.05B +$149M -$490M -$340M NRG, IQV, GDDY, CHTR, FOXA 13F-HR 8/14/2019, 08:54 AM
Q1 2019 13 $1.41B +$226M -$761M -$536M NRG, IQV, GDDY, CHTR, ATH Restatement 7/30/2019, 01:22 PM
Q4 2018 15 $1.73B +$290M -$363M -$73.5M NRG, GDDY, IQV, ATH, TEVA 13F-HR 2/14/2019, 07:50 AM
Q3 2018 17 $2B +$145M -$452M -$307M NRG, IQV, GDDY, CHTR, ATH 13F-HR 11/14/2018, 09:36 AM
Q2 2018 15 $2.11B +$121M -$521M -$400M NRG, TEVA, IQV, GDDY, CHTR 13F-HR 8/14/2018, 01:40 PM
Q1 2018 1 $148M $0 $0 ATH New Holdings 5/15/2018, 12:12 PM
Q1 2018 15 $2.38B +$339M -$660M -$321M NRG, CHTR, IQV, GDDY, TEVA 13F-HR 5/15/2018, 08:47 AM
Q4 2017 18 $2.64B +$952M -$1.29B -$338M NRG, IQV, CHTR, SIRI, GDDY 13F-HR 2/14/2018, 11:20 AM
Q3 2017 16 $2.94B +$242M -$452M -$210M CHTR, Q, CSX, NRG, SIRI 13F-HR 11/14/2017, 08:05 AM
Q2 2017 19 $3.02B +$340M -$258M +$81.5M CHTR, Q, SIRI, CSX, INFO 13F-HR 8/14/2017, 08:09 AM
Q1 2017 14 $2.78B +$791M -$514M +$277M CHTR, Q, SIRI, CSX, INFO 13F-HR 5/15/2017, 11:08 AM
Q4 2016 12 $2.34B +$418M -$937M -$520M CHTR, Q, SIRI, LVLT, INFO 13F-HR 2/14/2017, 06:24 AM
Q3 2016 16 $2.74B +$368M -$913M -$545M CHTR, SIRI, Q, IMS, LVLT 13F-HR 11/14/2016, 06:10 AM
Q2 2016 17 $3.04B +$1.73B -$1.42B +$305M CHTR, QRTEA, SIRI, LVLT, Q 13F-HR 8/15/2016, 06:18 AM
Q1 2016 13 $2.73B +$518M -$1.1B -$585M TWC, CHTR, SIRI, QRTEA, DLTR 13F-HR 5/16/2016, 06:23 AM
Q4 2015 11 $3.27B +$454M -$914M -$460M VRX, SIRI, TWC, CHTR, QRTEA 13F-HR 2/16/2016, 06:24 AM
Q3 2015 18 $3.94B +$1.16B -$860M +$305M VRX, TWC, SIRI, CHTR, QRTEA 13F-HR 11/16/2015, 06:27 AM
Q2 2015 17 $4.01B +$689M -$399M +$290M VRX, CPN, SIRI, CHTR, SPB 13F-HR 8/14/2015, 06:42 AM
Q1 2015 16 $3.86B +$659M -$714M -$55.5M CPN, VRX, CBS, SIRI, QRTEA Restatement 5/15/2015, 08:38 AM
Q4 2014 1 $52.1M $0 $0 LVNTA New Holdings 2/17/2015, 11:22 AM
Q4 2014 15 $3.51B +$461M -$297M +$164M CPN, VRX, CBS, SIRI, QRTEA 13F-HR 2/17/2015, 06:35 AM
Q3 2014 15 $3.21B +$678M -$555M +$123M VRX, CBS, CPN, SIRI, QRTEA 13F-HR 11/14/2014, 07:35 AM
Q2 2014 18 $3.19B +$658M -$254M +$404M VRX, CBS, CPN, QRTEA, WAG 13F-HR 8/14/2014, 07:02 AM
Q1 2014 17 $2.71B +$640M -$473M +$167M VRX, CBS, OCN, WAG, CPN 13F-HR 5/15/2014, 07:16 AM
Q4 2013 18 $2.65B $0 $0 VRX, WAG, CBS, QRTEA, OCN 13F-HR 2/14/2014, 06:40 AM