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Centaur Capital Partners LP13F | |
| Centaur Capital Partners | |
| Last update 2018-11-14 | 24 Stocks (1 new) |
| Value $54.00 Mil | Turnover 17 % |
| Portfolio Report | |
Centaur Capital Partners LP Investing Philosophy
Centaur Capital Partners follows an investment philosophy based upon value principles, and selects stock investments based upon true business value as reflected by asset value, cash flow generation, management quality, and the competitive advantages of the underlying businesses when such stocks are available at compelling prices. Centaur Capital Partners is the General Partner and investment advisor to the Centaur Value Fund.
Centaur Capital Partners LP Top Holdings of 2018-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 28,500 | 6102.000 | -19.49% | 11.280 | -2.05% | 0.000 | -2.70% | -2.34% | 954010.891 | Insurance | |
BKNG | Booking Holdings Inc | 2,625 | 5208.000 | +133.33% | 9.630 | +5.50% | 0.010 | +10.71% | -4.61% | 156863.526 | Travel & Leisure | |
META | Meta Platforms Inc | 26,500 | 4358.000 | +26.19% | 8.060 | +1.67% | 0.000 | +5.57% | +5.18% | 1554731.508 | Interactive Media | |
AER | AerCap Holdings NV | 72,000 | 4141.000 | -6.49% | 7.660 | -0.43% | 0.030 | +0.08% | -1.66% | 17855.587 | Business Services | |
BRO | Brown & Brown Inc | 125,500 | 3711.000 | -26.18% | 6.860 | -1.97% | 0.040 | -1.52% | -0.07% | 29153.458 | Insurance | |
GOOG | Alphabet Inc | 49,000 | 2924.000 | -12.50% | 5.410 | -0.62% | 0.000 | +18.51% | +1.43% | 2357015.060 | Interactive Media | |
IBKR | Interactive Brokers Group Inc | 52,500 | 2904.000 | +138.64% | 5.370 | +3.12% | 0.050 | +24.77% | +4.83% | 20165.494 | Capital Markets | |
SONY | Sony Group Corp | 210,000 | 2547.000 | -50.30% | 4.710 | -3.47% | 0.000 | +7.90% | -3.83% | 122453.073 | Hardware | |
BRO
CALL
| Brown & Brown Inc | 80,000 | 2366.000 | 0% | 4.370 | 0% | 0.030 | -1.52% | -0.07% | 29153.458 | Insurance | |
EA | Electronic Arts Inc | 17,000 | 2048.000 | New Holding | 3.790 | +3.79% | 0.010 | -0.67% | -3.73% | 36941.127 | Interactive Media |
Centaur Capital Partners LP's Historical Top Holdings Breakdowns
Centaur Capital Partners LP Total Holding History ($B)
Centaur Capital Partners LP's Asset Allocation
Centaur Capital Partners LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Centaur Capital Partners LP's Hypothetical Growth since 2018-09-30
Centaur Capital Partners LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Centaur Capital Partners LP's Holdings Heat Map
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Centaur Capital Partners LP's Holdings Bubble Chart
Centaur Capital Partners LP News
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