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.
Echinus Advisors, LLC (CIK 1602970) reported $881.2M across 7 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: GWRE ($217.8M, 24.72%), MELI ($210.3M, 23.87%), NYT ($144.6M, 16.41%), FWONK ($128.2M, 14.55%), IBKR ($104.1M, 11.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GWRE | GUIDEWIRE SOFTWARE INC | $217.8M | 24.72% | 2.7M | Trimmed |
| 2 | MELI | MERCADOLIBRE INC | $210.3M | 23.87% | 430,460 | Trimmed |
| 3 | NYT | NEW YORK TIMES CO | $144.6M | 16.41% | 4.7M | Trimmed |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | $128.2M | 14.55% | 4.7M | Added |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | $104.1M | 11.81% | 2.4M | Hold |
| 6 | TPX | TEMPUR SEALY INTL INC | $55.9M | 6.34% | 1.3M | Trimmed |
| 7 | TDG | TRANSDIGM GROUP INC | $20.3M | 2.30% | 63,382 | Trimmed |
| 8 | FWONA | LIBERTY MEDIA CORP DELAWARE | $0 | 0.00% | 0 | Exited |
| 9 | WWE | WORLD WRESTLING ENTMT INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2020-03-31