PSquared Asset Management AG — Q2 2020 13F Holdings

Name: PSquared Asset Management AG — 13F Holdings, Q2 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001623624

Total reported value

$287.4M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	LOGMEUR	Logmein INC	Stock-Other	31.25%	—	+26.03%
2	WTW	Willis Towers Watson Public Limited Company	Stock-Financials	29.81%	—	—
3	✓	Wright Medical Group NV	Stock-Other	24.22%	—	—
4	NAV	Navistar International CORP	Stock-Other	7.87%	—	+47.88%
5	MEETEUR	Meet Group Inc/the	Stock-Other	6.85%	—	—

Position changes disclosed by PSquared Asset Management AG for the quarter ending Q2 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LOGMEUR	Logmein INC	+17%	+26.03%	Add
2	NAV	Navistar International CORP	+6.1%	+47.88%	Add
3	✓		—	EXIT	Sold out
4	WTW	Willis Towers Watson Public Limited Company	—	NEW	New buy
5	✓	Wright Medical Group NV	—	NEW	New buy
6	CYEUR	Cypress Semiconductor CORP	—	EXIT	Sold out
7	ETRA	E*trade Financial CORP	—	EXIT	Sold out
8	MEETEUR	Meet Group Inc/the	—	NEW	New buy
9	WBC1EUR	Wabco Holdings INC	—	EXIT	Sold out