3 of 16 tracked funds hold LYV. Avg conviction: 3.0%. Net adding. First tracked at $115.24 (current +33.8% vs tracked).
Sachem Head Capital has 4.1% in this stock
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
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| Fund | % of Portfolio | Action |
|---|---|---|
| Sachem Head Capital | 4.1% | New Buy |
| Third Point | 3.4% | Add |
| ValueAct Capital | 1.7% | Add |