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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

KNOTT DAVID M INSTITUTION : KNOTT DAVID M
KNOTT DAVID M Latest Top 20 Portfolio Holdings: (Filing Date: 2020-02-14) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
Ligand Pharmaceuticals Incorporated    (Common) LGND 36,819,000 353,041 14.92%
Fortress Trans & Infrastructure Inv. LLC    (Common) FTAI 17,361,000 888,509 7.03%
Stericycle, Inc.    (Common) SRCL 17,170,000 269,083 6.95%
Upland Software, Inc.    (Common) UPLD 15,641,000 438,000 6.34%
Apollo Global Management, Inc.    (Common) 11,331,000 237,500 4.59%
Alphabet Inc-Cl C    (Common) GOOG 10,562,000 7,900 4.28%
FS KKR Capital Corp.    (Common) 9,361,000 1,527,000 3.79%
MPLX LP    (Common) MPLX 9,333,000 366,558 3.78%
International Gaming Technologies    (Common) IGT 9,094,000 607,500 3.68%
Macquarie Infrastructure Corporation    (Common) MIC 7,536,000 175,900 3.05%
Calumet Specialty Products Partners, LP    (Common) CLMT 7,373,000 2,020,000 2.98%
LKQ Corporation    (Common) LKQX 7,140,000 200,000 2.89%
The Stars Group Inc.    (Common) 6,523,000 250,000 2.64%
Pfizer Inc.    (Common) PFE 5,168,000 131,900 2.09%
ChemoCentryx, Inc.    (Common) CCXI 4,195,000 106,075 1.70%
American Outdoor Brands Corporation    (Common) 3,619,000 390,000 1.46%
Eiger BioPharmaceuticals, Inc.    (Common) 3,493,000 234,448 1.41%
JP Morgan Chase    (Common) JPM 3,223,000 23,050 1.30%
BioDelivery Sciences International, Inc.    (Common) BDSI 3,189,000 504,607 1.29%
AbbVie Inc.    (Common) ABBV 2,918,000 32,953 1.18%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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