13F filing recap · Q2 2014
What did Maverick Capital buy in Q2 2014?
Reported stock-position changes between this filing and the previous one.
Stock value
$6.37B
Positions
46
Estimated turnover
85.6%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
DGDollar General Corp$334.08Mreported value+5.82M sharesMCKMckesson Corporation$320.27Mreported value+1.72M sharesALSNAllison Transmission Holdings, Inc.$198.26Mreported value+6.37M sharesABBVAbbvie Inc.$182.59Mreported value+3.24M sharesSABRSabre Corporation$128.68Mreported value+6.42M sharesWCNWaste Connections, Inc.$124.63Mreported value+2.57M sharesQIHUQihoo 360 Technology Co Ltd$99.97Mreported value+1.09M sharesHUMHumana Inc$98.49Mreported value+771.2K sharesWAGWalgreen Co.$97.78Mreported value+1.32M sharesICEIntercontinental Exchange, Inc.$67.59Mreported value+357.8K sharesACHCAcadia Healthcare Company, Inc.$50.33Mreported value+1.11M sharesFISFidelity National Information Services, Inc.$40.98Mreported value+748.6K sharesNYRTNew York Reit, Inc.$33.65Mreported value+3.04M sharesMLMMartin Marietta Materials Inc$32.76Mreported value+248.0K sharesNOKNokia Corp$31.87Mreported value+4.22M shares