white elm capital, llc
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Contact Information
white elm capital, llc
537 STEAMBOAT ROAD
GREENWICH CT 06830
Business Phone: 203-742-6000 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $568,372,719 [1]Prior Market Value: $488,371,096 New Purchases: 3 stocks Additional Purchases: 12 stocks Sold out of: 5 stocks Reduced holdings in: 1 stock Top 10 Holdings %: 59.12% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Subsidiaries/Managers
Subsidiaries/Managers included in latest 13F Name File # Manager # White Elm Capital Partners, L.P. 028-13295 1 White Elm Master Offshore, Ltd. 028-15315 2 -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Golar LNG Ltd. 9.1% ALTISOURCE PORTFOLIO SOLUTIONS S.A. 8.68% Ocwen Financial Corp. 7.71% SBA Communications Corp. 6.57% DaVita, Inc. 5.42% Major new positions on 03/31/2013 Stock % of Portfolio SAP AG 2.26% PALO ALTO NETWORKS INC 1.34% Tempur Pedic International Inc. (PUT) 0.33%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio MICHAEL KORS HOLDINGS LTD 4.47% BroadSoft, Inc. 2.89% First Solar, Inc. (PUT) 1.5% Google Inc. 1.16% ALTISOURCE RESIDENTIAL CORP 0.32% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-15 Form 13F-HR 2013-02-14 Form 13F-HR 2012-11-14 Form 13F-HR 2012-08-15 Form 13F-HR 2012-05-15