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| Name: |
SLATE PATH CAPITAL LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GDX |
VanEck Vectors Gold Miners ETF |
4 |
- |
$34.07 |
$254,383,000 |
8,045,000 |
5.04% |
-9,884,000 |
-477,000 |
1.869 |
Closed - End Fund - E... |
|
|
AER |
Aercap Holdings (NV) |
7 |
- |
$92.30 |
$173,646,000 |
1,998,000 |
3.44% |
-486,000 |
-345,000 |
0.816 |
Rental & Leasing Serv... |
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GE |
General Electric Co |
8 |
- |
$164.97 |
$163,155,000 |
929,500 |
3.23% |
-29,451,000 |
-579,600 |
0.085 |
Conglomerates |
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HPE |
Hewlett Packard Enterprise Co |
11 |
- |
$21.84 |
$144,748,000 |
8,164,000 |
2.87% |
-1,721,000 |
-462,000 |
0.633 |
N/A |
|
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VTRS |
Upjohn Inc |
15 |
- |
$10.05 |
$128,928,000 |
10,798,000 |
2.56% |
-36,078,000 |
-4,438,000 |
0.885 |
N/A |
|
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MU |
Micron Technology Inc |
17 |
- |
$153.45 |
$116,434,000 |
987,650 |
2.31% |
-34,131,000 |
-776,650 |
0.089 |
Semiconductor - Memor... |
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TDW |
Tidewater Inc |
21 |
- |
$95.71 |
$99,912,000 |
1,086,000 |
1.98% |
-1,763,000 |
-324,000 |
2.078 |
Water Transportation |
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X |
United States Steel Corp |
28 |
- |
$37.07 |
$68,736,000 |
1,685,537 |
1.36% |
-54,203,000 |
-841,463 |
0.765 |
Metal Fabrication |
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IRTC |
Irhythm Technologies, Inc. |
33 |
- |
$98.16 |
$59,218,000 |
510,500 |
1.17% |
-31,434,000 |
-336,400 |
1.453 |
N/A |
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TDG |
Transdigm Group Inc |
36 |
- |
$1,339.48 |
$42,244,000 |
34,300 |
0.84% |
-29,175,000 |
-36,300 |
0.062 |
Aerospace/Defense Pro... |
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