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FHAM

Folger Hill Asset Management Portfolio holdings

AUM $16.5M
1-Year Est. Return 19.96%
This Fund
S&P 500
This Quarter Est. Return
-1.67%
1 Year Est. Return
+19.96%
3 Year Est. Return
+83.93%
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$131M
Cap. Flow
-$364M
Cap. Flow %
-20.37%
Top 10 Hldgs %
46.96%
Holding
272
New
89
Increased
34
Reduced
34
Closed
109

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.95%
2 Communication Services 15.42%
3 Consumer Discretionary 11.65%
4 Healthcare 10.45%
5 Technology 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRZO
251
DELISTED
Carrizo Oil & Gas Inc
CRZO
-62,500
Closed -$1.85M
SFLY
252
DELISTED
Shutterfly, Inc.
SFLY
-137,372
Closed -$6.12M
TVPT
253
DELISTED
Travelport Worldwide Limited
TVPT
-114,900
Closed -$1.48M
ULTI
254
DELISTED
Ultimate Software Group Inc
ULTI
-27,500
Closed -$5.38M
TFCFA
255
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
-1,295,245
Closed -$35.2M
AFSI
256
DELISTED
AmTrust Financial Services, Inc.
AFSI
-278,650
Closed -$8.58M
EVHC
257
DELISTED
Envision Healthcare Holdings Inc
EVHC
-135,182
Closed -$10.5M
GPT
258
DELISTED
Gramercy Property Trust
GPT
-118,626
Closed -$2.75M
BUFF
259
DELISTED
Blue Buffalo Pet Products, Inc
BUFF
-176,990
Closed -$3.31M
LVNTA
260
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
-482,586
Closed -$21.8M
FNFV
261
DELISTED
Fidelity Natl Financial, Inc.
FNFV
-369,883
Closed -$4.15M
ALR
262
DELISTED
Alere Inc
ALR
-98,365
Closed -$3.85M
MBLY
263
DELISTED
Mobileye N.V.
MBLY
-92,893
Closed -$3.93M
NMBL
264
DELISTED
Nimble Storage, Inc.
NMBL
-110,686
Closed -$1.02M
TMH
265
DELISTED
Team Health Holdings Inc
TMH
-258,031
Closed -$11.3M
AVG
266
DELISTED
AVG Technologies N.V.
AVG
-38,300
Closed -$768K
RAX
267
DELISTED
Rackspace Hosting Inc
RAX
-118,226
Closed -$2.99M
FEIC
268
DELISTED
FEI COMPANY
FEIC
-10,000
Closed -$798K
MHFI
269
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
-55,300
Closed -$5.45M
TW
270
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
-15,420
Closed -$1.98M
DISH
271
DELISTED
DISH Network Corp.
DISH
-135,000
Closed -$7.72M
FTR
272
DELISTED
Frontier Communications Corp.
FTR
-44,527
Closed -$3.12M

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Folger Hill Asset Management's Q1 2016 Portfolio in Review

As of Q1 2016, Folger Hill Asset Management held 272 positions worth $1.79B, up 8% from $1.65B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Folger Hill Asset Management withdrew a net $364M in Q1 2016, closing 109 positions and reducing 34 holdings. Its most notable exit was Twenty-First Century Fox, Inc. Class A, an estimated $35.2M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 40% of assets, up from 12% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Folger Hill Asset Management opened a new position in Zayo Group Holdings, Inc. worth $22.9M.

  • Folger Hill Asset Management's largest Q1 2016 buy was Zayo Group Holdings, Inc.: 943,909 shares worth $22.9M.
  • Folger Hill Asset Management added most to Crown Castle in Q1 2016, an estimated $31M increase.
  • Folger Hill Asset Management's biggest Q1 2016 reduction was Time Warner Inc, cutting an estimated $47.5M.
  • Folger Hill Asset Management fully exited Twenty-First Century Fox, Inc. Class A in Q1 2016, selling an estimated $35.2M.
  • Folger Hill Asset Management's ten largest holdings make up 47% of its $1.79B portfolio in Q1 2016.
  • Folger Hill Asset Management opened 89 new positions and closed 109 in Q1 2016.
  • Folger Hill Asset Management's portfolio value rose 8% quarter-over-quarter to $1.79B.

Based on Folger Hill Asset Management's 13F filing for Q1 2016, filed 16 May 2016.