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AIM

Act II Management Portfolio holdings

AUM $33.8M
1-Year Est. Return 8.86%
This Fund
S&P 500
This Quarter Est. Return
+0.18%
1 Year Est. Return
-8.86%
3 Year Est. Return
+43.61%
5 Year Est. Return
+118.6%
10 Year Est. Return
AUM
$141M
AUM Growth
-$13.6M
Cap. Flow
-$10.1M
Cap. Flow %
-7.18%
Top 10 Hldgs %
74.64%
Holding
28
New
7
Increased
3
Reduced
7
Closed
5

Sector Composition

Rank Sector Weight
1 Communication Services 76.91%
2 Consumer Staples 9.64%
3 Technology 9.08%
4 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.22T
$16.4M 11.58%
317,400
NXST icon
2
Nexstar Media Group
NXST
$5.61B
$13.8M 9.75%
207,246
CHGG icon
3
Chegg
CHGG
$91.4M
$13.6M 9.64%
659,616
-170,000
-20% -$3.22M
META icon
4
Meta Platforms (Facebook)
META
$1.64T
$11.8M 8.35%
73,868
TWX
5
DELISTED
Time Warner Inc
TWX
$9.46M 6.69%
100,000
LBRDA icon
6
Liberty Broadband Class A
LBRDA
$4.43B
$9.35M 6.62%
110,310
-30,000
-21% -$2.69M
TMUS icon
7
T-Mobile US
TMUS
$208B
$8.8M 6.23%
144,231
+20,000
+16% +$1.25M
ULTI
8
DELISTED
Ultimate Software Group Inc
ULTI
$8.32M 5.89%
34,150
-5,000
-13% -$1.18M
TTWO icon
9
Take-Two Interactive
TTWO
$43.9B
$7.21M 5.1%
73,700
-5,000
-6% -$560K
STGW icon
10
Stagwell
STGW
$1.86B
$6.8M 4.81%
944,167
+205,167
+28% +$1.75M
INXN
11
DELISTED
Interxion Holding N.V.
INXN
$6.5M 4.59%
104,572
-17,500
-14% -$1.04M
CMCSA icon
12
Comcast
CMCSA
$85B
$5.92M 4.19%
173,400
-45,000
-21% -$1.75M
TWLO icon
13
Twilio
TWLO
$31.4B
$4.33M 3.06%
113,459
+53,459
+89% +$1.69M
TFCFA
14
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$3.99M 2.82%
+108,700
New +$4.01M
PARA
15
DELISTED
Paramount Global Class B
PARA
$3.28M 2.32%
63,777
GTN icon
16
Gray Television
GTN
$407M
$3.07M 2.17%
241,915
BKNG icon
17
Booking.com
BKNG
$141B
$2.74M 1.94%
+32,950
New +$2.59M
P
18
DELISTED
Pandora Media Inc
P
$2.4M 1.7%
476,611
-80,000
-14% -$382K
CONE
19
DELISTED
CyrusOne Inc Common Stock
CONE
$1.02M 0.72%
+20,000
New +$1.07M
LSXMA
20
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$822K 0.58%
+27,683
New +$840K
LSXMK
21
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$817K 0.58%
+26,259
New +$835K
MDP
22
DELISTED
Meredith Corporation
MDP
$774K 0.55%
+14,384
New +$855K
MITL
23
DELISTED
Mitel Networks Corporation
MITL
$186K 0.13%
+20,000
New +$175K
AMC icon
24
AMC Entertainment Holdings
AMC
$1.73B
-25,466
Closed -$3.85M
IWN icon
25
iShares Russell 2000 Value ETF
IWN
$14.4B
-46,100
Closed -$5.8M

Similar funds

Act II Management's Q1 2018 Portfolio in Review

As of Q1 2018, Act II Management held 28 positions worth $141M, down 8.8% from $155M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Act II Management withdrew a net $10.1M in Q1 2018, closing 5 positions and reducing 7 holdings. Its most notable exit was iShares Russell 2000 Value ETF, an estimated $5.8M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 77% of assets, down from 81% a quarter earlier, followed by Consumer Staples and Technology.

Against the trend, Act II Management opened a new position in Twenty-First Century Fox, Inc. Class A worth $3.99M.

  • Act II Management's largest Q1 2018 buy was Twenty-First Century Fox, Inc. Class A: 108,700 shares worth $3.99M.
  • Act II Management added most to Stagwell in Q1 2018, an estimated $1.75M increase.
  • Act II Management's biggest Q1 2018 reduction was Chegg, cutting an estimated $3.22M.
  • Act II Management fully exited iShares Russell 2000 Value ETF in Q1 2018, selling an estimated $5.8M.
  • Act II Management's ten largest holdings make up 75% of its $141M portfolio in Q1 2018.
  • Act II Management opened 7 new positions and closed 5 in Q1 2018.
  • Act II Management's portfolio value fell 8.8% quarter-over-quarter to $141M.

Based on Act II Management's 13F filing for Q1 2018, filed 14 May 2018.