Alydar Partners’s Cheniere Energy LNG Stock Holding History

Alydar Partners’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-30,000	Closed	-$2.4M	–	117
2014 Q3	$2.4M	Buy	30,000 +20,000	+200%	+$1.53M	0.26%	79
2014 Q2	$717K	Buy	+10,000	New	+$607K	0.06%	96

Other funds holding LNG

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Alydar Partners's LNG Position: Q1 2015 in Review

Alydar Partners held its Cheniere Energy (LNG) position steady in Q1 2015 at 30,000 shares worth $2.32M. The position accounts for 1.26% of the portfolio, ranked #36.

Alydar Partners first reported a position in LNG in Q2 2014 and has held it in 4 quarters since. 409 funds tracked by Wall St. Rank hold LNG as of Q1 2015.

Alydar Partners held 30,000 shares of Cheniere Energy worth $2.32M as of Q1 2015.
Alydar Partners left its Cheniere Energy share count unchanged in Q1 2015.
Cheniere Energy made up 1.26% of Alydar Partners's portfolio in Q1 2015, its #36 holding.
Alydar Partners first reported a position in Cheniere Energy in Q2 2014 and has held it in 4 quarters since.
409 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2015.

Based on Alydar Partners's 13F filing for Q1 2015, filed 15 May 2015.