Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!

David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

40 North Management LLC INSTITUTION : 40 North Management LLC
40 North Management LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-02-14) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
GRACE W R & CO DEL NEW    (COM) GRA 689,071,000 9,865,008 48.65%
PTC INC    (COM) PMTC 219,877,000 2,936,000 15.52%
DUPONT DE NEMOURS INC    (COM) 142,845,000 2,225,000 10.08%
GCP APPLIED TECHNOLOGIES INC    (COM) 116,134,000 5,113,804 8.19%
BROADCOM INC    (COM) 103,655,000 328,000 7.31%
COMPASS MINERALS INTL INC    (COM) CMP 81,156,000 1,331,292 5.73%
TRI POINTE GROUP INC    (COM) TPH 45,572,000 2,925,000 3.21%
CLARIVATE ANALYTICS PLC    (COM) 18,011,000 1,072,098 1.27%

Investing Just Like
40 North Management LLC

Matching performance of 40 North Management LLC by investing same stocks.

Get the number of shares each stock for investing:

Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*