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CCM
Chieftain Capital Management Portfolio holdings
AUM
$3.03M
1-Year Est. Return
3.88%
This Fund
S&P 500
This Quarter
Est. Return
+6.29%
1 Year Est. Return
+3.88%
3 Year Est. Return
+12.17%
5 Year Est. Return
+44.51%
10 Year Est. Return
–
AUM
$2.01B
AUM Growth
+$274M
(+16%)
Cap. Flow
+$170M
Cap. Flow
% of AUM
8.45%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
3
Reduced
4
Closed
–
Top Buys
| 1 |
HBI
Hanesbrands
HBI
|
+$160M |
| 2 |
HCA Healthcare
HCA
|
+$143M |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
+$53.5M |
| 4 |
SGI
Somnigroup International
SGI
|
+$713K |
Top Sells
| 1 |
VISN
Vistance Networks Inc
VISN
|
+$119M |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$36.6M |
| 3 |
Labcorp
LH
|
+$31.8M |
| 4 |
UnitedHealth
UNH
|
+$1.12M |
Sector Composition
| 1 | Healthcare | 32.62% |
| 2 | Consumer Discretionary | 32.13% |
| 3 | Technology | 21.87% |
| 4 | Communication Services | 13.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VISN
1
Vistance Networks Inc
VISN
$2.72B
| $439M | 21.87% |
11,810,634
-3,489,381
| -23% | -$119M |
|
|
HBI
2
DELISTED
Hanesbrands
HBI
| $416M | 20.7% |
19,280,352
+6,714,618
| +53% | +$160M |
|
|
ESRX
3
DELISTED
Express Scripts Holding Company
ESRX
| $336M | 16.74% |
4,890,182
+747,155
| +18% | +$53.5M |
|
|
PARA
4
DELISTED
Paramount Global Class B
PARA
| $269M | 13.38% |
4,225,324
-616,375
| -13% | -$36.6M |
|
|
SGI
5
Somnigroup International
SGI
$15.8B
| $230M | 11.44% |
13,459,308
+47,776
| +0.4% | +$713K |
|
|
6
HCA Healthcare
HCA
$85.6B
| $142M | 7.06% |
+1,915,645
| New | +$143M |
|
|
7
Labcorp
LH
$23.1B
| $99.6M | 4.96% |
902,688
-286,078
| -24% | -$31.8M |
|
|
8
UnitedHealth
UNH
$384B
| $77.6M | 3.86% |
484,919
-7,483
| -2% | -$1.12M |
|
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