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| Name: |
Broad Peak Investment Management LTD. |
| City: |
SINGAPORE |
| State: |
U0 |
| Zip: |
238467 |
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data |
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| Holdings
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11 |
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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 |
|
YUMC |
Yum China Holdings, Inc. |
7 |
- |
$39.25 |
$31,356,000 |
788,041 |
5.9% |
-42,605,000 |
-955,082 |
0.188 |
N/A |
|
|
TTWO |
Take-Two Interactive |
11 |
- |
$144.96 |
$14,341,000 |
96,580 |
2.7% |
-21,308,000 |
-124,914 |
0.058 |
Technical & System So... |
|
|
SKX |
Skechers USA Inc |
13 |
- |
$69.00 |
$9,269,000 |
151,304 |
1.74% |
-51,258,000 |
-819,614 |
0.112 |
Textile - Apparel Foo... |
|
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PHM |
PulteGroup Inc |
14 |
- |
$116.18 |
$3,196,000 |
26,500 |
0.6% |
-1,356,000 |
-17,600 |
0.01 |
Residential Construct... |
|
|
TOL |
Toll Brothers Inc |
15 |
- |
$127.38 |
$2,832,000 |
21,892 |
0.53% |
-909,000 |
-14,500 |
0.017 |
Residential Construct... |
|
|
NVR |
NVR Inc |
16 |
- |
$7,551.47 |
$2,551,000 |
315 |
0.48% |
-1,054,000 |
-200 |
0.007 |
Residential Construct... |
|
|
DHI |
DR Horton Inc |
17 |
- |
$148.00 |
$2,501,000 |
15,200 |
0.47% |
-1,344,000 |
-10,100 |
0.004 |
Residential Construct... |
|
|
LEN |
Lennar Corp |
18 |
- |
$162.33 |
$1,961,000 |
11,400 |
0.37% |
-1,616,000 |
-12,600 |
0.004 |
Residential Construct... |
|
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TMHC |
Taylor Morrison Home Corp |
19 |
- |
$59.81 |
$807,000 |
12,978 |
0.15% |
-328,000 |
-8,300 |
0.01 |
Residential Construct... |
|
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LGIH |
Lgi Homes, Inc. |
20 |
- |
$101.45 |
$465,000 |
4,000 |
0.09% |
-427,000 |
-2,700 |
0.016 |
Real Estate Development |
|
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TPH |
Tri Pointe Homes, Inc. |
21 |
- |
$39.58 |
$317,000 |
8,200 |
0.06% |
-172,000 |
-5,600 |
0.006 |
Residential Construct... |
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