Nehal Chopra Ratan Capital Management
Nehal Chopra is the founder of Ratan Capital Management, a concentrated investment firm whose public portfolio is followed for high-conviction equity ideas. The firm’s filings often show a focused set of positions rather than a broad index-like book. Investors track Ratan as an example of a smaller, research-driven manager with differentiated stock selection.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bausch Health
BHC
|
+$34.5M |
| 2 |
CIR
CIRCOR International, Inc
CIR
|
+$15.9M |
| 3 |
Charter Communications
CHTR
|
+$13.5M |
| 4 |
Post Holdings
POST
|
+$12.2M |
| 5 |
Sinclair Inc
SBGI
|
+$10.4M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 22.94% |
| 2 | Healthcare | 21.37% |
| 3 | Consumer Discretionary | 18.88% |
| 4 | Financials | 11.73% |
| 5 | Consumer Staples | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Bausch Health
BHC
$2.41B
| $37.6M | 18.73% |
+437,383
| New | +$34.5M |
|
|
CIR
2
DELISTED
CIRCOR International, Inc
CIR
| $16.9M | 8.41% |
+332,323
| New | +$15.9M |
|
|
3
Charter Communications
CHTR
$17.9B
| $15.2M | 7.57% |
+122,785
| New | +$13.5M |
|
|
4
Post Holdings
POST
$3.65B
| $12.1M | 6% |
+422,376
| New | +$12.2M |
|
|
5
Sinclair Inc
SBGI
$1.04B
| $11.7M | 5.82% |
+398,327
| New | +$10.4M |
|
6
Liberty Global Class A
LBTYA
$3.63B
| $9.75M | 4.85% |
+321,658
| New | +$9.83M |
|
7
Visa
V
$693B
| $9.5M | 4.73% |
+208,000
| New | +$9.1M |
|
8
Spectrum Brands
SPB
$2B
| $9.14M | 4.55% |
+160,760
| New | +$9.38M |
|
|
SIX
9
DELISTED
Six Flags Entertainment Corp.
SIX
| $9.1M | 4.53% |
+258,830
| New | +$9.66M |
|
10
Gen Digital
GEN
$17.3B
| $9.03M | 4.49% |
+401,627
| New | +$9.45M |
|
|
QVCGA
11
DELISTED
QVC Group Inc Series A
QVCGA
| $8.42M | 4.19% |
+8,913
| New | +$8.05M |
|
|
AVHI
12
DELISTED
A V Homes, Inc.
AVHI
| $8.01M | 3.99% |
+451,979
| New | +$6.18M |
|
13
SLM Corp
SLM
$4.97B
| $8M | 3.98% |
+979,300
| New | +$7.64M |
|
14
RH
RH
$2.9B
| $7.11M | 3.54% |
+94,855
| New | +$4.7M |
|
15
Hilltop Holdings
HTH
$2.22B
| $6.08M | 3.03% |
+370,911
| New | +$5.52M |
|
16
United Parks & Resorts
PRKS
$2.06B
| $5.46M | 2.72% |
+155,544
| New | +$5.59M |
|
|
ENDP
17
DELISTED
Endo International plc
ENDP
| $5.15M | 2.56% |
+140,000
| New | +$5.03M |
|
|
MHGC
18
DELISTED
Morgans Hotel Group Co.
MHGC
| $3.33M | 1.65% |
+412,617
| New | +$2.79M |
|
|
ZQK
19
DELISTED
QUICKSILVER,INC.
ZQK
| $3.04M | 1.51% |
+472,900
| New | +$3.2M |
|
20
Carter's
CRI
$1.31B
| $2.57M | 1.28% |
+34,700
| New | +$2.33M |
|
|
21
CALL
Bausch Health
BHC
$2.41B
| $1.89M | 0.94% |
+3,500
| New | +$276K |
|
|
ROICW
22
DELISTED
RETAIL OPPORTUNITY INVESTMENTS CORP WTS EXP 10/17/2011 (MD)
ROICW
| $1.15M | 0.57% |
+570,135
| New | +$1.15M |
|
|
DVD
23
DELISTED
Dover Motorsports
DVD
| $339K | 0.17% |
+156,757
| New | +$329K |
|
|
VXRT
24
DELISTED
Vaxart
VXRT
| $156K | 0.08% |
+4,119
| New | +$171K |
|
|
25
CALL
Gen Digital
GEN
$17.3B
| $106K | 0.05% |
+1,400
| New | +$32.9K |
|
Similar funds
Nehal Chopra's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Nehal Chopra, which disclosed 29 positions worth $201M. Its ten largest holdings account for 70% of the portfolio.
Its largest position is Bausch Health: 437,383 shares worth $37.6M.
By sector, the portfolio is most concentrated in Communication Services at 23% of assets, followed by Healthcare and Consumer Discretionary.
- Nehal Chopra's largest Q2 2013 buy was Bausch Health: 437,383 shares worth $37.6M.
- Nehal Chopra's ten largest holdings make up 70% of its $201M portfolio in Q2 2013.
- Nehal Chopra disclosed 29 positions in Q2 2013, its first 13F filing on record.
Based on Ratan Capital Management's 13F filing for Q2 2013, filed 14 Aug 2013.