Terminal · Institutions

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

Red Rocks Capital LLC 13F Holdings -- Portfolio & Top Positions (2015-06-30)

Red Rocks Capital LLC (CIK 1504209) reported $295.6M across 19 reported positions in its SEC 13F filing for 2015-06-30. Largest positions: BX ($76.2M, 25.78%), BN ($55.5M, 18.77%), KKR ($51.3M, 17.34%), CG ($48.2M, 16.32%), DHR ($26.4M, 8.94%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BXBLACKSTONE GROUP L P$76.2M25.78%1.9MTrimmed
2BNBROOKFIELD ASSET MGMT INC$55.5M18.77%1.6MAdded
3KKRKKR & CO L P DEL$51.3M17.34%2.2MTrimmed
4CGCARLYLE GROUP L P$48.2M16.32%1.7MTrimmed
5DHRDANAHER CORP DEL$26.4M8.94%308,925Trimmed
6ARESARES MGMT L P$12.8M4.32%689,699Added
7APOAPOLLO GLOBAL MGMT LLC$12.6M4.26%568,544New
8ARCCARES CAP CORP$12.5M4.21%756,854Trimmed
9YALLEGHANY CORP DEL$21,0000.01%44New
10SSSSGSV CAP CORP$20,0000.01%1,929Added
11MICMACQUARIE INFRASTR CO LLC$28,0000.01%343Added
12BIPBROOKFIELD INFRAST PARTNERS$22,0000.01%488Added
13MFICAPOLLO INVT CORP$12,0000.00%1,756Added
14YALLEGHANY CORP DEL$00.00%0Exited
15CODICOMPASS DIVERSIFIED HOLDINGS$13,0000.00%799Added
16OCSIFIFTH STR SR FLOATNG RATE CO$12,0000.00%1,291Added
17APOAPOLLO GLOBAL MGMT LLC$00.00%0Exited
18JEFLEUCADIA NATL CORP$13,0000.00%516Trimmed
19OAKOAKTREE CAP GROUP LLC$14,0000.00%261Added
20SLRCSOLAR CAP LTD$13,0000.00%735Added
21FCRDTHL CR INC$12,0000.00%1,070Added

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