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Disclosery

TESUJI PARTNERS, LLC

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13F filer, CIK 1278430, NEW YORK, NY

TESUJI PARTNERS, LLC reported $744,229,000 across 4 holdings for the quarter ended 2016-12-31, in a 13F-HR filed 2017-02-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001278430-17-000003

Period
2016-12-31
Reported value
$744M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IHS MARKIT LTDreduced-8,799,899-$312M
TDGreduced-350,000-$87.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2016

Share positions as resolved from 13F-HR 0001278430-17-000003, largest first. % of portfolio is the value over $744,229,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SENSATA TECHNOLOGIES HOLDINGSENSATA TECHNOLOGIES HOLDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,000,159 shares 10,000,159$390M52.34%0
NIELSEN HOLDINGS PLCNIELSEN HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,409,000 shares 4,409,000$185M24.85%0
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 652,325 shares 652,325$162M21.82%-350,000Timeline
IHS MARKIT LTDIHS MARKIT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: restricted; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 207,909 shares 207,909$7.36M0.99%-8,799,899

How Q4 2016 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001278430-17-000003 base2017-02-15acceptance time not in the bulk data set