Aravt Global LLC — Q4 2015 13F Holdings

Name: Aravt Global LLC — 13F Holdings, Q4 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001601160

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IPXLEUR	Impax Laboratories INC	Stock-Other	13.28%	—	-10.83%
2	CHTR	Charter Communications, Inc.	Stock-Comm Services	12.40%	—	—
3	WBA	Walgreens Boots Alliance INC	Stock-Other	10.46%	—	—
4	✓		Stock-Other	10.15%	—	-5.20%
5	QSR	Restaurant Brands Intern	Stock-Consumer Disc	10.06%	—	—
6	S9Q	Spirit Aerosystems Hold-cl A	Stock-Other	8.60%	—	-35.24%
7	CDK	Cdk Global INC	Stock-Other	7.44%	—	—
8	KHC	Kraft Heinz Co/the	Stock-Consumer Staples	5.37%	—	—
9	TDG	Transdigm Group INC	Stock-Industrials	5.31%	—	—
10	CMG	Chipotle Mexican Grill INC	Stock-Consumer Disc	4.36%	—	—
11	CTRPUSD	Ctrip.com International-adr	Stock-Other	4.24%	—	—
12	MAT	Mattel INC	Stock-Consumer Disc	3.30%	—	—
13	PODD	Insulet CORP	Stock-Healthcare	3.04%	—	—
14	SSNC	Ss&c Technologies Holdings	Stock-Tech	2.00%	—	—

Position changes disclosed by Aravt Global LLC for the quarter ending Q4 2015, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IPXLEUR	Impax Laboratories INC	+2.9%	-10.83%	Trim
2	CHTR	Charter Communications, Inc.	+2.3%	—	Unchanged
3	QSR	Restaurant Brands Intern	+1.9%	—	Unchanged
4	WBA	Walgreens Boots Alliance INC	+1.8%	—	Unchanged
5	TDG	Transdigm Group INC	+1.1%	—	Unchanged
6	CDK	Cdk Global INC	+1.1%	—	Unchanged
7	KHC	Kraft Heinz Co/the	+1%	—	Unchanged
8	✓		-0.1%	-5.20%	Trim
9	S9Q	Spirit Aerosystems Hold-cl A	-2.3%	-35.24%	Trim
10	INTC	Intel CORP	—	EXIT	Sold out
11	✓		—	EXIT	Sold out
12	✓	Tesoro CORP	—	EXIT	Sold out
13	CMG	Chipotle Mexican Grill INC	—	NEW	New buy
14	CTRPUSD	Ctrip.com International-adr	—	NEW	New buy
15	MAT	Mattel INC	—	NEW	New buy
16	PODD	Insulet CORP	—	NEW	New buy
17	SSNC	Ss&c Technologies Holdings	—	NEW	New buy
18	TJX	The TJX Companies, Inc.	—	EXIT	Sold out