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Whitney Tilson13F | |
| Kase Capital Management | |
| Last update 2015-11-03 | 16 Stocks (3 new) |
| Value $50.00 Mil | Turnover 21 % |
Whitney Tilson Profile
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Tilson was the co-founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. The former manages three value-oriented private investment partnerships: T2 Accredited Fund, Tilson Offshore Fund and T2 Qualified Fund. Meanwhile, the latter is comprised of two value-based mutual funds: Tilson Focus Fund and Tilson Dividend Fund.
Tilson is also the co-founder, Chairman and co-Editor-in-Chief of Value Investor Insight, an investment newsletter, and the co-founder and Chairman of the Value Investing Congress, a biannual investment conference in New York City and Los Angeles.Kase Capital Management closed its doors in September of 2017 after underperforming the market for several years.
Tilson is also the co-founder, Chairman and co-Editor-in-Chief of Value Investor Insight, an investment newsletter, and the co-founder and Chairman of the Value Investing Congress, a biannual investment conference in New York City and Los Angeles.Kase Capital Management closed its doors in September of 2017 after underperforming the market for several years.
Whitney Tilson Investing Philosophy
Tilson’s investing style is contrarian in nature, focusing on making long and short bets when his view of the future is materially different than that of the consensus. He concedes that stock prices are going to follow the herd mentality most of the time, but it is only by outwitting the herd mentality that one has an opportunity to outperform.
Whitney Tilson Top Holdings of 2015-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHH | The Howard Hughes Corp | 51,495 | 5,909.0 | +2.12% | 11.730 | +0.24% | 0.100 | -9.78% | -11.14% | 3,445.2 | Real Estate | |
ESI | Element Solutions Inc | 367,320 | 4,647.0 | +35.47% | 9.230 | +2.42% | 0.150 | -22.31% | -20.32% | 4,898.6 | Chemicals | |
BRK.B | Berkshire Hathaway Inc | 31,983 | 4,171.0 | +37.34% | 8.280 | +2.25% | 0.000 | +14.63% | +17.14% | 1,145,088.1 | Insurance | |
RDI | Reading International Inc | 291,406 | 3,692.0 | -21.48% | 7.330 | -1.99% | 1.330 | -27.68% | -3.03% | 45.2 | Media - Diversified | |
APD | Air Products & Chemicals Inc | 26,688 | 3,405.0 | -10.23% | 6.760 | -0.75% | 0.010 | -18.38% | -6.77% | 59,425.5 | Chemicals | |
CAR | Avis Budget Group Inc | 73,491 | 3,210.0 | +2.11% | 6.370 | +0.13% | 0.150 | +4.21% | +16.38% | 3,301.4 | Business Services | |
CALL | magicJack VocalTec Ltd | 327,964 | 2,922.0 | -2.97% | 5.800 | -0.13% | 2.020 | +2.30% | +2.60% | 140.9 | Telecommunication Services | |
JBLU | JetBlue Airways Corp | 109,110 | 2,812.0 | -51.53% | 5.580 | -4.34% | 0.030 | -51.92% | -50.64% | 1,369.6 | Transportation | |
UNP | Union Pacific Corp | 31,280 | 2,765.0 | New Holding | 5.490 | +5.49% | 0.000 | -13.79% | -5.95% | 127,435.6 | Transportation | |
DAL | Delta Air Lines Inc | 61,265 | 2,749.0 | -25.24% | 5.460 | -1.53% | 0.010 | -37.96% | -31.11% | 27,149.9 | Transportation |
Whitney Tilson's Historical Top Holdings Breakdowns
Whitney Tilson Total Holding History ($B)
Whitney Tilson's Asset Allocation
Whitney Tilson Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Whitney Tilson's Hypothetical Growth since 2015-09-30
Whitney Tilson's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Whitney Tilson's Holdings Heat Map
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Whitney Tilson's Holdings Bubble Chart
Whitney Tilson News
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