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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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ACT II MANAGEMENT LP

Time Period2017-12-31

Total Holdings21

Total Value ($x1000)155,006
Activities
New3

Increased7

Unchanged6

Decreased5

Sold Out2

Top 10 Stock Holdingstotal 73.72%
GOOG10.71

NXST10.46

CHGG8.73

FB8.41

LBRDA7.7

 
TWX5.9

CMCSA5.64

TTWO5.57

ULTI5.51

TMUS5.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GOOG
10.71%
CAP STK CL C
NXST
10.46%
CL A
CHGG
8.73%
COM
FB
8.41%
CL A
LBRDA
7.7%
COM SER A
TWX
5.9%
COM NEW
CMCSA
5.64%
CL A
TTWO
5.57%
COM
ULTI
5.51%
COM
TMUS
5.09%
COM
MDCA
4.65%
CL A SUB VTG
INXN
4.64%
SHS
IWN
3.74%
RUS 2000 VAL ETF
GTN
2.61%
COM
AMC
2.48%
CL A COM
CBS
2.43%
CL B
P
1.73%
COM
SATS
1.48%
CL A
CTL
1.35%
COM
TWLO
0.91%
CL A
ETM
0.25%
CL A
CHTR
2.54%
PUT
EVC
0.18%
CL A