Skip to content
Disclosery

TESUJI PARTNERS, LLC

Follow

13F filer, CIK 1278430, NEW YORK, NY

TESUJI PARTNERS, LLC reported $783,889,000 across 3 holdings for the quarter ended 2017-03-31, in a 13F-HR filed 2017-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001278430-17-000004

Period
2017-03-31
Reported value
$784M
Holdings
3
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TDGadded+97,339$21.4M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IHS MARKIT LTDexited-207,909-$7.36M

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, Q1 2017

Share positions as resolved from 13F-HR 0001278430-17-000004, largest first. % of portfolio is the value over $783,889,000, 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; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 10,000,159 shares; 2017Q1: 10,000,159 shares 10,000,159$437M55.71%0
NIELSEN HOLDINGS PLCNIELSEN HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 4,409,000 shares; 2017Q1: 4,409,000 shares 4,409,000$182M23.23%0
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q2: restricted; 2015Q3: restricted; 2015Q4: restricted; 2016Q1: restricted; 2016Q2: restricted; 2016Q3: restricted; 2016Q4: 652,325 shares; 2017Q1: 749,664 shares 749,664$165M21.05%+97,339Timeline

Sold out in Q1 2017

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IHS MARKIT LTDIHS MARKIT LTD207,909$7.36Mshares

How Q1 2017 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 0001278430-17-000004 base2017-05-15acceptance time not in the bulk data set