Senator Investment Group LP Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$8.1B
Holdings
54
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 1,710,000 | $559.7B | 6879.23% | |
| 2 | SBACSBA COMMUNICATIONS CORP NEW | 3,375,000 | $406.2B | 4993.02% | |
| 3 | TWXCHFTIME WARNER INC | 4,132,115 | $403.7B | 4962.30% | |
| 4 | —FOREST CITY RLTY TR INC | 15,500,000 | $337.6B | 4149.17% | |
| 5 | PYPLPAYPAL HLDGS INC | 7,750,000 | $333.4B | 4097.73% | |
| 6 | AVGOBROADCOM LTD | 1,500,000 | $328.4B | 4036.71% | |
| 7 | STZCONSTELLATION BRANDS INC | 2,000,000 | $324.1B | 3983.86% | |
| 8 | SYFSYNCHRONY FINL | 8,750,000 | $300.1B | 3688.70% | |
| 9 | DALDELTA AIR LINES INC DEL | 6,000,000 | $275.8B | 3389.24% | |
| 10 | HUMHUMANA INC | 1,275,000 | $262.8B | 3230.30% | |
| 11 | GOOGALPHABET INC | 315,000 | $261.3B | 3211.66% | |
| 12 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 4,300,000 | $255.9B | 3145.59% | |
| 13 | MGMMGM RESORTS INTERNATIONAL | 8,750,000 | $239.8B | 2946.66% | |
| 14 | CSXCSX CORP | 5,000,000 | $232.8B | 2860.63% | |
| 15 | AZOAUTOZONE INC | 300,000 | $216.9B | 2666.00% | |
| 16 | —ALLERGAN PLC | 900,000 | $215.0B | 2642.81% | |
| 17 | VVISA INC | 2,250,000 | $200.0B | 2457.59% | |
| 18 | —DELPHI AUTOMOTIVE PLC | 2,475,000 | $199.2B | 2448.44% | |
| 19 | ZAYOEURZAYO GROUP HLDGS INC | 5,797,514 | $190.7B | 2344.27% | |
| 20 | —DOW CHEM CO | 3,000,000 | $190.6B | 2342.82% | |
| 21 | HDHOME DEPOT INC | 1,250,000 | $183.5B | 2255.78% | |
| 22 | —BIOVERATIV INC | 3,124,664 | $170.2B | 2091.47% | |
| 23 | BALLBALL CORP | 2,075,000 | $154.1B | 1893.85% | |
| 24 | AXTAAXALTA COATING SYS LTD | 4,700,000 | $151.3B | 1860.05% | |
| 25 | GTGOODYEAR TIRE & RUBR CO | 3,577,066 | $128.8B | 1582.70% | |
| 26 | SCHWSCHWAB CHARLES CORP NEW | 3,000,000 | $122.4B | 1504.73% | |
| 27 | CASYCASEYS GEN STORES INC | 1,025,000 | $115.1B | 1414.10% | |
| 28 | JAZZJAZZ PHARMACEUTICALS PLC | 750,000 | $108.8B | 1337.80% | |
| 29 | —TESORO CORP | 1,130,000 | $91.6B | 1125.79% | |
| 30 | ALXNALEXION PHARMACEUTICALS INC | 750,000 | $90.9B | 1117.58% | |
| 31 | BUDANHEUSER BUSCH INBEV SA/NV | 750,000 | $82.3B | 1011.76% | |
| 32 | RIORIO TINTO PLC | 2,000,000 | $81.4B | 999.96% | |
| 33 | —TESARO INC | 500,000 | $76.9B | 945.57% | |
| 34 | BMRNBIOMARIN PHARMACEUTICAL INC | 800,000 | $70.2B | 863.09% | |
| 35 | ACADACADIA PHARMACEUTICALS INC | 2,000,000 | $68.8B | 845.10% | |
| 36 | LBRDKLIBERTY BROADBAND CORP | 765,000 | $66.1B | 812.36% | |
| 37 | NENOBLE CORP PLC | 10,000,000 | $61.9B | 760.78% | |
| 38 | CZREURCAESARS ENTMT CORP | 6,219,917 | $59.4B | 730.06% | |
| 39 | HDBHDFC BANK LTD | 650,000 | $48.9B | 600.92% | |
| 40 | SBLKSTAR BULK CARRIERS CORP | 4,000,000 | $47.5B | 584.05% | |
| 41 | —WHITING PETE CORP NEW | 5,000,000 | $47.3B | 581.34% | |
| 42 | SABRSABRE CORP | 2,100,000 | $44.5B | 546.92% | |
| 43 | JBLUJETBLUE AIRWAYS CORP | 2,105,787 | $43.4B | 533.41% | |
| 44 | TSSTOTAL SYS SVCS INC | 800,000 | $42.8B | 525.64% | |
| 45 | NBIXNEUROCRINE BIOSCIENCES INC | 900,000 | $39.0B | 478.96% | |
| 46 | STAYUSDEXTENDED STAY AMER INC | 2,337,228 | $37.3B | 457.88% | |
| 47 | AERIEURAERIE PHARMACEUTICALS INC | 800,000 | $36.3B | 445.90% | |
| 48 | —SCORPIO BULKERS INC | 3,150,000 | $29.0B | 356.18% | |
| 49 | TRQEURTURQUOISE HILL RES LTD | 9,000,000 | $27.5B | 337.54% | |
| 50 | LBRDALIBERTY BROADBAND CORP | 317,656 | $27.0B | 332.20% | |
| 51 | CLVSEURCLOVIS ONCOLOGY INC | 350,000 | $22.3B | 273.88% | |
| 52 | —IMPAX LABORATORIES INC | 1,100,000 | $13.9B | 171.02% | |
| 53 | —CAESARS ACQUISITION CO | 429,219 | $6.6B | 81.24% | |
| 54 | —CLEAR CHANNEL OUTDOOR HLDGS | 855,625 | $5.2B | 63.63% |