Brahman Capital Corp. Portfolio Holdings by Sector

Brahman Capital Corp.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology CLVT 1 stocks	$73,619 28.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY 1 stocks	$42,089 16.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$31,629 12.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DLTR 1 stocks	$20,954 8.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$19,136 7.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$17,926 6.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$11,077 4.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$10,355 3.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMBP 1 stocks	$8,475 3.26% of portfolio	-	1	-	-	0 Calls 0 Puts

Diagnostics & Research \| Healthcare IQV 1 stocks	$7,696 2.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical MAT 1 stocks	$6,150 2.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$4,209 1.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare UTHR 1 stocks	$2,365 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology EVBG 1 stocks	$2,285 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$2,162 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts

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