Davide Leone & Partners Investment Co Ltd's Q2 2022 13F: 1 position resized, no new positions or exits
Form 13F-HR for the quarter ended Jun 30, 2022 · filed Aug 15, 2022 · 2 reported positions · accession 0001172661-22-001877
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | ENCOMPASS HEALTH CORP (EHC) | 92.2% | 98.2% | +6.0 pts | +307K sh | +350% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | ENCOMPASS HEALTH CORP (EHC) | 92.2% | 98.2% | |
| 2 | BERKSHIRE HATHAWAY INC DEL (BRK-A) | 7.8% | 1.8% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).