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BKNG - Booking Holdings Inc

This page shows which of the focused investors we track hold BKNG and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2020 it was held by 17 managers with an aggregate reported value of $5.16B, which is 0.72% of the combined portfolio.

As of Q1 2020, 17 tracked institutional managers held BKNG (Booking Holdings Inc) with an aggregate reported value of $5.16B0.72% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2020
Ticker
BKNG

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox2.49%Add +20.0%1,710,069$2.3B
2Bill Nygren - Oakmark Funds3.08%Add +24.0%827,023$1.11B
3First Eagle - First Eagle Investment Management1.14%Add +23.1%232,848$313.26M
4Yacktman Asset Management - Yacktman Asset Management4.75%Add +0.3%212,808$286.3M
5Vulcan Value Partners - Vulcan Value Partners2.88%Add +62.1%206,523$277.84M
6Ruane Cunniff LP - Ruane Cunniff LP4.32%Add +20.1%200,562$269.82M
7Viking Global Investors - Viking Global Investors1.31%Add +46.4%186,944$251.5M
8First Pacific Advisors - First Pacific Advisors2.51%Add +5187.2%132,444$178.18M
9AKO Capital - AKO Capital1.40%New49,443$66.52M
10Christopher Davis - Davis Advisors 0.44%Reduce -1.6%47,805$64.31M
11David Rolfe - Wedgewood Partners3.46%Reduce -61.5%13,547$18.22M
12Prem Watsa - Fairfax Financial Holdings0.61%New6,500$8.74M
13Robert Olstein - Olstein Capital Management0.91%Add +63.2%3,100$4.17M
14Lee Ainslie - Maverick Capital0.04%Reduce -36.5%1,521$2.05M
15Ariel Investments - Ariel Investments0.03%New1,125$1.51M
16Polen Capital Management - Polen Capital Management0.00%Reduce -99.8%456$613K
17Thomas Gayner - Markel Asset Management0.01%Add +105.0%410$552K
Loading holder history for BKNG