Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Harbour Group, L.P. (CIK 1325256) reported $353.1M across 6 reported positions in its SEC 13F filing for 2020-06-30. Largest positions: MSGS ($122.7M, 34.76%), OTEX ($75.8M, 21.47%), MGM ($71.0M, 20.10%), ACM ($44.6M, 12.62%), MGP ($32.2M, 9.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSGS | MADISON SQUARE GRDN SPRT COR | $122.7M | 34.76% | 835,602 | Added |
| 2 | OTEX | OPEN TEXT CORP | $75.8M | 21.47% | 1.8M | Trimmed |
| 3 | MGM | MGM RESORTS INTERNATIONAL | $71.0M | 20.10% | 4.2M | Trimmed |
| 4 | ACM | AECOM | $44.6M | 12.62% | 1.2M | New |
| 5 | MGP | MGM GROWTH PPTYS LLC | $32.2M | 9.13% | 1.2M | Trimmed |
| 6 | LAZ | LAZARD LTD | $6.8M | 1.92% | 237,238 | New |
| 7 | ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | Exited |
| 8 | FTNT | FORTINET INC | $0 | 0.00% | 0 | Exited |
| 9 | GDDY | GODADDY INC | $0 | 0.00% | 0 | Exited |
| 10 | ADNT | ADIENT PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2020-06-30