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本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

LeVasseur Capital Partners LLC 13F Holdings -- Portfolio & Top Positions (2016-09-30)

LeVasseur Capital Partners LLC (CIK 1385915) reported $71.4M across 8 reported positions in its SEC 13F filing for 2016-09-30. Largest positions: INFO ($15.9M, 22.23%), AMT ($14.6M, 20.40%), FLT ($11.1M, 15.50%), TDG ($10.0M, 13.99%), CSC ($6.8M, 9.59%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1INFOIHS MARKIT LTD$15.9M22.23%422,640New
2AMTAMERICAN TOWER CORP NEW$14.6M20.40%128,513Hold
3FLTFLEETCOR TECHNOLOGIES INC$11.1M15.50%63,675Hold
4TDGTRANSDIGM GROUP INC$10.0M13.99%34,546Hold
5CSCCOMPUTER SCIENCES CORP$6.8M9.59%131,149New
6GDDYGODADDY INC$5.2M7.31%151,157New
7SCORCOMSCORE INC$4.6M6.43%149,680Hold
8CHTRCHARTER COMMUNICATIONS INC NEW$3.2M4.54%12,015New
9IHS2IHS INC$00.00%0Exited
10SRCLSTERICYCLE INC$00.00%0Exited

来源:SEC 13F 申报文件 · 截至 2016-09-30