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40 North Management LLC files portfolio update

40 North Management LLC just filed a portfolio update (also known as a 13-F), dated November 16, 2015. The portfolio holdings are as of September 30, 2015.

40 North Management LLC reported adding to its positions of:

  • Valeant Pharmaceuticals International
  • Starwood Waypoint Residential Trust
  • Sensata Technologies Holding N.V.
  • Sabre Corp
  • RUBICON PROJECT, INC.
  • Restoration Hardware Holdings Inc
  • Pfizer
  • Perrigo Company
  • Pacira Pharmaceuticals
  • McKesson Corporation
  • Forest City Enterprises Inc
  • Essex Property Trust
  • Enpro Industries
  • Cooper Companies
  • Cadence Design Systems
  • AutoNation
  • Alibaba Group Holding Limited

Positions in the foll owing companies appear to have been reduced:

  • Urban Barns Foods Inc.
  • Sunstone Hotel Investors
  • Paramount Group, Inc.
  • Micron Technology
  • DCT Industrial Trust Inc
  • CONSOL Energy Inc.
  • Allergan

It would appear as though 40 North Management LLC sold all of its holdings in:

  • Zoetis
  • Yahoo! Inc.
  • Williams Companies
  • Western Digital Corporation
  • V.F. Corporation
  • TRINET GROUP INC
  • TIME INC.
  • Teva Pharmaceutical Industries Limited
  • TerraForm Power, Inc.
  • Tenet Healthcare Corporation
  • Strategic Hotels & Resorts Inc
  • Starwood Hotels & Resorts...

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