Dev Kantesaria
Valley Forge Capital Management
Valley Forge Capital Management Portfolio 13F
Dev Kantesaria Holdings Activity
- Portfolio value:
- $157.75M≈ (+$17M≈)
- Previous value:
- $140.62M≈
- # of changes:
- 2
- New positions:
- 1
- Reported for:
- 30 Sep 2017 (Q3)
- Latest filing date:
- 14 Nov 2017
Valley Forge Capital Management has disclosed a total of 2 changes to the portfolio in the (2017 Q3) SEC report(s): bought 1 totally new and completely sold out 1 position(s).
What stocks did Dev Kantesaria buy in 2017 Q3?
During 2017 Q3 Dev Kantesaria has bought (EFX) Equifax Inc (new buy).
In the 2017 Q3 report(s) the following change has been made to the top investments: (EFX) Equifax Inc (new buy).
2 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Equifax Inc
|
new
|
$105.99
|
+65.52%($175.44)
|
6.32%
|
2017 Q3
|
≈ 0.25 years
|
||||
|
|
Nike Inc
|
-100%
|
$59.00
|
-29.38%($41.66)
|
0.00%
|
2016 Q4
|
≈ 0.75 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.