White River Investment Partners, LLC

data from 30/09/2014

Capitalization

$ 72.288 M -17.17 %

Average holding period

3 ans

Performance

$ 26.593 M 112 281.58 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in White River Investment Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 ESRX EXPRESS SCRIPTS HOLDING CO 19.60% 14.168 M $ 200600 2014/03/31 251.549 K $ 1.88 %
2014/09/30 LBTYK LIBERTY GLOBAL PLC-SERIES C 19.30% 13.949 M $ 340114 2013/12/31 -214.467 K $ -1.46 %
2014/09/30 BAM BROOKFIELD ASSET MANAGE-CL A 19.28% 13.934 M $ 309938 2013/12/31 0.000 $ 0.00 %
2014/09/30 UPS UNITED PARCEL SERVICE-CL B 17.80% 12.866 M $ 130900 2013/12/31 -605.542 K $ -4.26 %
2014/09/30 VALEANT PHARMACEUTICALS INTE 16.35% 11.820 M $ 90099 2014/03/31 446.159 K $ 4.02 %
2014/09/30 PKX POSCO- SPON ADR 3.15% 2.277 M $ 30000 2014/09/30 0.000 $ 0.00 %
2014/09/30 DTV DIRECTV 2.99% 2.163 M $ 25000 2013/12/31 86.069 K $ 1.78 %
2014/09/30 IMPERIAL HOLDINGS INC 0.85% 611.000 K $ 94779 2014/06/30 -37.000 K $ -5.43 %
2014/09/30 Call INTEROIL CORP 01/17/2015 95.00 0.69% 500.000 K $ 10000 2014/06/30 497.250 K $ 18 081.82 %
2014/09/30 USB US BANCORP 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/09/30 AIG AMERICAN INTERNATIONAL GROUP 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %