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BPA

BC Partners Advisors Portfolio holdings

AUM $9.17B
1-Year Est. Return 97.31%
This Fund
S&P 500
This Quarter Est. Return
-20.08%
1 Year Est. Return
+97.31%
3 Year Est. Return
+25.65%
5 Year Est. Return
+165.94%
10 Year Est. Return
–
AUM
$1.54B
AUM Growth
–
Cap. Flow
+$1.81B
Cap. Flow %
117.11%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
I
INTELSAT S. A.
I
+$1.1B
2
OPTU
Optimum Communications Inc
OPTU
+$707M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
I
1
DELISTED
INTELSAT S. A.
I
$870M 56.42%
+40,691,608
New +$1.1B
OPTU
2
Optimum Communications Inc
OPTU
$389M
$672M 43.58%
+40,700,000
New +$707M

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CANY
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MWM
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CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
ECG
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LSAG
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KL
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BC Partners Advisors's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for BC Partners Advisors, which disclosed 2 positions worth $1.54B. Its ten largest holdings account for 100% of the portfolio.

Its largest position is INTELSAT S. A.: 40,691,608 shares worth $870M.

By sector, the portfolio is most concentrated in Communication Services at 100% of assets.

  • BC Partners Advisors's largest Q4 2018 buy was INTELSAT S. A.: 40,691,608 shares worth $870M.
  • BC Partners Advisors's ten largest holdings make up 100% of its $1.54B portfolio in Q4 2018.
  • BC Partners Advisors disclosed 2 positions in Q4 2018, its first 13F filing on record.

Based on BC Partners Advisors's 13F filing for Q4 2018, filed 15 May 2019.