40 North Management Llc (1539436) Portfolio


Number of Companies: 22
Inflow: $97,032 K
Outflow: $-329,053 K
Net Flow: $-232,020 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
114 1 Armstrong World Industries (AWI) Home Improvement 1,166,134 Added More 886,134 $48.36 $42,862 $56,405
461 4 Mattress Firm Holding Corp (MFRM) Home Products Stores 3,663,547 Added More 576,614 $42.38 $24,442 $155,297
2538 77 Cadence Design Sys Inc (CDNS) Application Software 12,249,571 Added More 678,578 $23.58 $16,000 $288,844
37 1 Valeant Pharmaceuticals Inte (VRX) Specialty Pharma 1,063,657 Added More 385,657 $26.29 $10,142 $27,974
2591 68 Pacira Pharmaceuticals Inc (PCRX) Specialty Pharma 807,650 Added More 67,650 $52.98 $3,584 $42,789
3031 8 Pfizer Inc (PFE) Large Pharma 688,495 No Change 0 $29.63 $0 $20,406
2890 124 Extra Space Storage Inc (EXR) Reit 0 Sold All -11,328 $93.45 $-1,058 $0
400 30 Mid-America Apartment Comm (MAA) Reit 0 Sold All -15,212 $102.20 $-1,554 $0
2526 4 Consol Energy Inc (CNX) Coal Operations 0 Sold All -184,000 $11.29 $-2,077 $0
361 28 Hudson Pacific Properties In (HPP) Reit 0 Sold All -103,376 $28.92 $-2,989 $0
172 12 First Industrial Realty Tr (FR) Reit 0 Sold All -166,326 $22.74 $-3,782 $0
517 38 Retail Opportunity Investmen (ROIC) Reit 0 Sold All -238,194 $20.12 $-4,792 $0
2814 122 Equity Residential (EQR) Reit 0 Sold All -71,583 $75.02 $-5,370 $0
2600 110 Douglas Emmett Inc (DEI) Reit 0 Sold All -196,731 $30.11 $-5,923 $0
2949 126 Boston Properties Inc (BXP) Reit 0 Sold All -51,332 $127.08 $-6,523 $0
3041 130 Public Storage (PSA) Reit 0 Sold All -31,024 $275.82 $-8,557 $0
2614 12 Autonation Inc (AN) Automotive Retailers 0 Sold All -404,997 $46.68 $-18,905 $0
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 100,000 Sold Some -158,800 $157.25 $-24,971 $15,725
127 4 Micron Technology Inc (MU) Semiconductor Devices 0 Sold All -2,423,500 $10.47 $-25,374 $0
31 1 Signet Jewelers Ltd (SIG) Jewelry And Watch Stores 0 Sold All -212,650 $124.02 $-26,374 $0
2655 2 Sensata Technologies Holding (ST) Factory Automation Equipment 0 Sold All -1,131,579 $38.84 $-43,950 $0
622 5 Wr Grace And Co (GRA) Specialty Chemicals 555,562 Sold Some -2,063,034 $71.18 $-146,846 $39,544