Echinus Advisors, LLC 13F Holdings · last filed Q1 2020
Echinus Advisors, LLC reported 7 securities worth $881.24M in its SEC 13F filing for Q1 2020 (period ended 2020-03-31). Top holdings: GWRE (24.72%), MELI (23.87%), NYT (16.41%). Among its top 25 positions this quarter: 1 added, 5 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GWRE | GUIDEWIRE SOFTWARE INC | $217.8M | 24.72% | 2.7M | Trimmed |
| 2 | MELI | MERCADOLIBRE INC | $210.3M | 23.87% | 430,460 | Trimmed |
| 3 | NYT | NEW YORK TIMES CO | $144.6M | 16.41% | 4.7M | Trimmed |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | $128.2M | 14.55% | 4.7M | Added |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | $104.1M | 11.81% | 2.4M | Hold |
| 6 | SGI | TEMPUR SEALY INTL INC | $55.9M | 6.34% | 1.3M | Trimmed |
| 7 | TDG | TRANSDIGM GROUP INC | $20.3M | 2.30% | 63,382 | Trimmed |
| 8 | FWONA | LIBERTY MEDIA CORP DELAWARE | $0 | 0.00% | 0 | Exited |
| 9 | WWE | WORLD WRESTLING ENTMT INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2020-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR