Miura Global Management’s Optimum Communications Inc OPTU Stock Holding History

Miura Global Management’s Portfolio OPTU Stock Details OPTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,575,000	Closed	-$45.2M	–	41
2019 Q3	$45.2M	Buy	1,575,000 +10,000	+0.6%	+$272K	7.95%	1
2019 Q2	$38.1M	Sell	1,565,000 -535,000	-25%	-$12.7M	6.17%	4
2019 Q1	$45.1M	Buy	2,100,000 +1,400,000	+200%	+$28.3M	7.73%	4
2018 Q4	$11.6M	Buy	+700,000	New	+$12.2M	2.95%	13
2017 Q4	–	Sell	-1,225,000	Closed	-$33.5M	–	18
2017 Q3	$33.5M	Buy	1,225,000 +25,000	+2%	+$763K	8.73%	4
2017 Q2	$38.8M	Buy	+1,200,000	New	+$39.7M	8.49%	3

Other funds holding OPTU

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Miura Global Management's OPTU Position: Q4 2019 in Review

Miura Global Management sold out of Optimum Communications Inc (OPTU) in Q4 2019, closing a stake of 1,575,000 shares — an estimated $45.2M sold.

Miura Global Management first reported a position in OPTU in Q2 2017 and held it in 6 quarters. The position peaked at $45.2M in Q3 2019. 337 funds tracked by Wall St. Rank hold OPTU as of Q4 2019.

Miura Global Management reported no remaining Optimum Communications Inc position as of Q4 2019 after selling out during the quarter.
Miura Global Management sold 1,575,000 Optimum Communications Inc shares in Q4 2019, an estimated $45.2M.
Miura Global Management first reported a position in Optimum Communications Inc in Q2 2017 and held it in 6 quarters.
Miura Global Management's Optimum Communications Inc position peaked at $45.2M in Q3 2019.
337 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q4 2019.

Based on Miura Global Management's 13F filing for Q4 2019, filed 13 Feb 2020.