Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Realm Partners LLC 13F Holdings -- Portfolio & Top Positions (2015-06-30)

Realm Partners LLC (CIK 1467888) reported $163.8M across 11 reported positions in its SEC 13F filing for 2015-06-30. Largest positions: ROK ($18.3M, 11.19%), WWAV ($17.8M, 10.89%), ZTS ($15.7M, 9.61%), LBTYK ($12.9M, 7.89%), AGN ($12.6M, 7.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ROKROCKWELL AUTOMATION INC$18.3M11.19%147,000Added
2WWAVWHITEWAVE FOODS CO$17.8M10.89%365,000Added
3ZTSZOETIS INC$15.7M9.61%326,600Added
4LBTYKLIBERTY GLOBAL PLC$12.9M7.89%255,198Added
5AGNALLERGAN PLC$12.6M7.67%41,374New
6YUMYUM BRANDS INC$9.8M5.96%108,313Added
7TAPMOLSON COORS BREWING CO$9.1M5.58%130,971Hold
8TVPTTRAVELPORT WORLDWIDE LTD$8.9M5.42%643,906Added
9KRFTKRAFT FOODS GROUP INC$6.8M4.17%80,195Trimmed
10FSLFREESCALE SEMICONDUCTOR LTD$6.7M4.11%168,400Added
11BF/BBROWN FORMAN CORP$5.9M3.61%59,000Trimmed
12CHTRCHARTER COMMUNICATIONS INC D$5.7M3.49%33,400New
13HSNIHSN INC$4.6M2.83%66,000Hold
14TWCTIME WARNER CABLE INC$4.5M2.76%25,400New
15TWXTIME WARNER INC$4.5M2.72%51,054Hold
16PARACBS CORP NEW$3.9M2.39%70,600Trimmed
17TIFTIFFANY & CO NEW$3.5M2.14%38,200Hold
18AAPLAPPLE INC$3.1M1.91%25,000Hold
19PRMWCOTT CORP QUE$3.1M1.91%320,000Added
20DISHDISH NETWORK CORP$2.5M1.53%37,000Trimmed
21MMACYS INC$2.0M1.24%30,000New
22AZPN1ASPEN TECHNOLOGY INC$1.6M0.97%35,000New
23VTRSMYLAN INC$00.00%0Exited
24TIMBTIM PARTICIPACOES S A$00.00%0Exited
25QCOMQUALCOMM INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2015-06-30