Altarock Partners acquired 4.43 Million Amazon.com shares worth $770 Million. That's 15.53% of their entire equity portfolio (3rd largest holding). Altarock Partners started to build up the position in Amazon.com in Q1 2022 and continued to invest until Q1 2023. Since then they sold 1.43 Million shares. The stake costed the investor $560 Million, netting the investor a gain of 38% so far.
Investment management company Vulcan Value Partners recently released its fourth quarter 2023 investor letter. A copy of the same can be downloaded here. All...
Insider Monkey, 3 months agoWhite Brook Capital Partners, an investment management firm, released its third quarter 2023 investor letter, a copy of which can be downloaded here. White B...
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The Hans India, about 1 year ago