MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Sessa Capital IM, L.P. |
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Sessa Capital IM, L.P. Portfolio (reported on 2021-02-16)
Company (links to holding history) |
Ticker |
Value On 2020-12-31 |
No of Shares |
% of portfolio |
WELLS FARGO CO NEW (COM) |
WFC |
304,876,000 |
10,101,910 |
19.50% |
CHEMOURS CO (COM) |
CC |
234,814,000 |
9,472,110 |
15.02% |
CORTEVA INC (COM) |
|
233,602,000 |
6,033,100 |
14.94% |
DUPONT DE NEMOURS INC (COM) |
|
161,775,000 |
2,275,000 |
10.34% |
EQUITABLE HLDGS INC (COM) |
|
127,040,000 |
4,964,439 |
8.12% |
NXP SEMICONDUCTORS N V (COM) |
NXPI |
93,021,000 |
585,000 |
5.95% |
ETSY INC (COM) |
ETSY |
79,953,000 |
449,400 |
5.11% |
AXALTA COATING SYS LTD (COM) |
AXTA |
63,952,000 |
2,240,000 |
4.09% |
WW INTL INC (COM) |
|
62,079,000 |
2,544,205 |
3.97% |
PG&E CORP (COM) |
PCG |
40,495,000 |
3,250,000 |
2.59% |
APARTMENT INVT & MGMT CO (CL A) |
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31,730,000 |
6,009,410 |
2.03% |
NVENT ELECTRIC PLC (SHS) |
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25,619,000 |
1,100,000 |
1.63% |
XERIS PHARMACEUTICALS INC (COM) |
|
20,528,000 |
4,172,459 |
1.31% |
VAREX IMAGING CORP (COM) |
VREX |
20,261,000 |
1,214,705 |
1.29% |
WEIBO CORP (SPONSORED ADR) |
WB |
16,404,000 |
400,200 |
1.04% |
DISH NETWORK CORPORATION (CL A) |
DISH |
13,208,000 |
408,399 |
0.84% |
XERIS PHARMACEUTICALS INC (NOTE 5.000% 7/1) |
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13,103,000 |
7,450,000 |
0.83% |
GALAPAGOS NV (SPON ADR) |
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8,116,000 |
82,000 |
0.51% |
COMPX INTL INC (CL A) |
CIX |
5,002,000 |
351,524 |
0.32% |
CARS COM INC (COM) |
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3,770,000 |
333,641 |
0.24% |
ANAPTYSBIO INC (COM) |
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3,584,000 |
166,700 |
0.22% |
BRAEMAR HOTELS & RESORTS INC (COM) |
|
120,000 |
25,951 |
0.00% |
Total Value As 2020-12-31: |
1,563,052,000 |
SEC FILING |
* Portfolios do not reflect changes after reporting
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Investing Just Like Sessa Capital IM, L.P.
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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