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BCA

Burren Capital Advisors Portfolio holdings

AUM $33M
1-Year Est. Return 47.67%
This Fund
S&P 500
This Quarter Est. Return
+11.93%
1 Year Est. Return
+47.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.6M
AUM Growth
-$40M
Cap. Flow
-$40.7M
Cap. Flow %
-147.19%
Top 10 Hldgs %
100%
Holding
18
New
6
Increased
1
Reduced
3
Closed
8

Sector Composition

Rank Sector Weight
1 Consumer Staples 17.5%
2 Consumer Discretionary 17.46%
3 Healthcare 13.42%
4 Utilities 10.9%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SIAL
1
DELISTED
SIGMA - ALDRICH CORP
SIAL
$4.84M 17.52%
35,000
+32,230
+1,164% +$4.44M
FDO
2
DELISTED
FAMILY DOLLAR STORES
FDO
$4.83M 17.5%
61,000
-93,000
-60% -$7.26M
TRW
3
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
$4.82M 17.46%
46,000
-23,640
-34% -$2.45M
HSP
4
DELISTED
HOSPIRA INC
HSP
$3.6M 13.04%
+41,000
New +$3.21M
CNL
5
DELISTED
CLECO CRP (HOLDING CO)
CNL
$3.01M 10.9%
+55,200
New +$3.01M
YHOO
6
DELISTED
Yahoo Inc
YHOO
$2.43M 8.81%
+54,750
New +$2.48M
PCYC
7
DELISTED
PHARMACYCLICS INC
PCYC
$1.79M 6.49%
+7,000
New +$1.35M
TWC
8
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$1.65M 5.97%
11,000
-26,600
-71% -$3.97M
CMCSA icon
9
Comcast
CMCSA
$87.8B
$534K 1.93%
+18,900
New +$543K
BCRX icon
10
BioCryst Pharmaceuticals
BCRX
$2.31B
$107K 0.39%
+11,900
New +$123K
BRSL
11
Brightstar Lottery PLC
BRSL
$2.08B
-373,000
Closed -$6.43M
LBTYK icon
12
Liberty Global Class C
LBTYK
$3.51B
-82,194
Closed -$3.21M
AGN
13
CALL
DELISTED
Allergan plc
AGN
-300
Closed -$184K
RVBD
14
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
-236,000
Closed -$4.82M
CFN
15
DELISTED
CAREFUSION CORPORATION
CFN
-192,500
Closed -$11.4M
PETM
16
DELISTED
PETSMART INC
PETM
-60,000
Closed -$4.88M
GRT
17
DELISTED
GLIMCHER REALTY TRUST
GRT
-350,000
Closed -$4.81M

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Burren Capital Advisors's Q1 2015 Portfolio in Review

As of Q1 2015, Burren Capital Advisors held 18 positions worth $27.6M, down 59% from $67.6M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Burren Capital Advisors withdrew a net $40.7M in Q1 2015, closing 8 positions and reducing 3 holdings. Its most notable exit was CAREFUSION CORPORATION, an estimated $11.4M position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 17% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Burren Capital Advisors opened a new position in HOSPIRA INC worth $3.6M.

  • Burren Capital Advisors's largest Q1 2015 buy was HOSPIRA INC: 41,000 shares worth $3.6M.
  • Burren Capital Advisors added most to SIGMA - ALDRICH CORP in Q1 2015, an estimated $4.44M increase.
  • Burren Capital Advisors's biggest Q1 2015 reduction was FAMILY DOLLAR STORES, cutting an estimated $7.26M.
  • Burren Capital Advisors fully exited CAREFUSION CORPORATION in Q1 2015, selling an estimated $11.4M.
  • Burren Capital Advisors's ten largest holdings make up 100% of its $27.6M portfolio in Q1 2015.
  • Burren Capital Advisors opened 6 new positions and closed 8 in Q1 2015.
  • Burren Capital Advisors's portfolio value fell 59% quarter-over-quarter to $27.6M.

Based on Burren Capital Advisors's 13F filing for Q1 2015, filed 15 May 2015.