ALYDAR PARTNERS LLC Last Quarter Change: USA Stocks, Reduced

ALYDAR PARTNERS LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2014-12-31 to 2015-03-31, ALYDAR PARTNERS LLC opened 11 positions, added to 1, reduced 10, sold out of 30 and left 3 unchanged. The largest increase in value was AAPL (+$4,355,000); the largest decrease was MAS (-$24,249,000).

MAS: Country of operation United States; Class COM; Shares 2014-12-31 1,100,000; Shares 2015-03-31 130,000.
META: Country of operation United States; Class CL A; Shares 2014-12-31 424,406; Shares 2015-03-31 110,000.
GWRE: Country of operation United States; Class COM; Shares 2014-12-31 398,125; Shares 2015-03-31 50,000.
LAD: Country of operation United States; Class CL A; Shares 2014-12-31 220,000; Shares 2015-03-31 35,000.

Two Form 13F-HR filings compared (SEC CIK 1279895): 2014-12-31 (filed 2015-02-17) and 2015-03-31 (filed 2015-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2014-12-31	Shares 2015-03-31	Share change	Value 2014-12-31	Value 2015-03-31	Value change
MAS MASCO CORP	United States	COM	1,100,000	130,000	-970,000	$27,720,000	$3,471,000	-$24,249,000
META FACEBOOK INC	United States	CL A	424,406	110,000	-314,406	$33,112,000	$9,044,000	-$24,068,000
GWRE GUIDEWIRE SOFTWARE INC	United States	COM	398,125	50,000	-348,125	$20,157,000	$2,631,000	-$17,526,000
LAD LITHIA MTRS INC	United States	CL A	220,000	35,000	-185,000	$19,072,000	$3,479,000	-$15,593,000
FAF FIRST AMERN FINL CORP	United States	COM	500,000	75,000	-425,000	$16,950,000	$2,676,000	-$14,274,000
DIN DINEEQUITY INC	United States	COM	147,000	25,000	-122,000	$15,235,000	$2,675,000	-$12,560,000
TSLA TESLA MTRS INC	United States	COM	72,000	46,000	-26,000	$16,014,000	$8,683,000	-$7,331,000
ECPG ENCORE CAP GROUP INC	United States	COM	199,452	80,000	-119,452	$8,856,000	$3,327,000	-$5,529,000
HASI HANNON ARMSTRONG SUST INFR C	United States	COM	200,000	160,000	-40,000	$2,846,000	$2,925,000	+$79,000
VMC VULCAN MATLS CO	United States	COM	65,000	50,000	-15,000	$4,272,000	$4,215,000	-$57,000

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet