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.
Bodenholm Capital AB (CIK 1689418) reported $61.9M across 3 reported positions in its SEC 13F filing for 2019-12-31. Largest positions: DD ($26.7M, 43.15%), NVST ($20.0M, 32.24%), PRSP ($15.2M, 24.61%), EBAY ($0, 0.00%), IAA ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DD | DUPONT DE NEMOURS INC | $26.7M | 43.15% | 428,855 | Hold |
| 2 | NVST | ENVISTA HLDGS CORP | $20.0M | 32.24% | 681,500 | New |
| 3 | PRSP | PERSPECTA INC | $15.2M | 24.61% | 569,065 | Trimmed |
| 4 | EBAY | EBAY INC | $0 | 0.00% | 0 | Exited |
| 5 | IAA | IAA INC COM | $0 | 0.00% | 0 | Exited |
| 6 | LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | Exited |
| 7 | ORCL | ORACLE CORP | $0 | 0.00% | 0 | Exited |
| 8 | TRU | TRANSUNION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2019-12-31