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.
Tiger Eye Capital LLC (CIK 1569175) reported $113.1M across 35 reported positions in its SEC 13F filing for 2022-06-30. Largest positions: PRM ($87.1M, 77.01%), LBRDK ($4.7M, 4.13%), V ($1.6M, 1.43%), HLT ($1.5M, 1.33%), IQV ($1.5M, 1.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRM | PERIMETER SOLUTIONS SA | $87.1M | 77.01% | 8.0M | Trimmed |
| 2 | LBRDK | LIBERTY BROADBAND CORP | $4.7M | 4.13% | 40,365 | Trimmed |
| 3 | V | VISA INC | $1.6M | 1.43% | 8,193 | Hold |
| 4 | HLT | HILTON WORLDWIDE HLDGS INC | $1.5M | 1.33% | 13,538 | Trimmed |
| 5 | IQV | IQVIA HLDGS INC | $1.5M | 1.30% | 6,795 | Hold |
| 6 | ADBE | ADOBE SYSTEMS INCORPORATED | $1.4M | 1.20% | 3,705 | Hold |
| 7 | AMZN | AMAZON COM INC | $1.3M | 1.11% | 11,800 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.09% | 10,910 | Hold |
| 9 | GOOG | ALPHABET INC | $989,000 | 0.87% | 452 | Trimmed |
| 10 | UNH | UNITEDHEALTH GROUP INC | $958,000 | 0.85% | 1,866 | Trimmed |
| 11 | RACE | FERRARI N V | $898,000 | 0.79% | 4,896 | Hold |
| 12 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $769,000 | 0.68% | 6,274 | Added |
| 13 | DHI | D R HORTON INC | $758,000 | 0.67% | 11,447 | Hold |
| 14 | META | META PLATFORMS INC | $732,000 | 0.65% | 4,540 | Hold |
| 15 | MTCH | MATCH GROUP INC NEW | $712,000 | 0.63% | 10,217 | Hold |
| 16 | IAC | IAC INTERACTIVECORP NEW | $529,000 | 0.47% | 6,964 | Trimmed |
| 17 | PYPL | PAYPAL HLDGS INC | $531,000 | 0.47% | 7,599 | Hold |
| 18 | TDG | TRANSDIGM GROUP INC | $525,000 | 0.46% | 978 | Hold |
| 19 | MSFT | MICROSOFT CORP | $518,000 | 0.46% | 2,017 | Hold |
| 20 | XPO | XPO LOGISTICS INC | $453,000 | 0.40% | 9,402 | Hold |
| 21 | TMUS | T-MOBILE US INC | $427,000 | 0.38% | 3,177 | Hold |
| 22 | DLR | DIGITAL RLTY TR INC | $391,000 | 0.35% | 3,011 | Hold |
| 23 | CHDN | CHURCHILL DOWNS INC | $371,000 | 0.33% | 1,938 | Trimmed |
| 24 | MTN | VAIL RESORTS INC | $338,000 | 0.30% | 1,549 | Hold |
| 25 | FWONA | LIBERTY MEDIA CORP DEL | $342,000 | 0.30% | 5,891 | Trimmed |
Source: SEC Form 13F filings · as of 2022-06-30