SRS Investment Management 13F holdings, Q4 2010
Holdings as of December 31, 2010 · filings on SEC EDGAR · latest filing →
SRS Investment Management disclosed 9 US equity positions worth $560.1m in its Q4 2010 13F filing. The largest position was EA at 35.1% of the reported book, followed by CAR and XEROX CORP.
What did SRS Investment Management own in Q4 2010? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EA ELECTRONIC ARTS INC | Communication Services | 35.1% | $196.6m | 12,000,000 | – | |
| 2 | CAR AVIS BUDGET GROUP | Industrials | 19.4% | $108.9m | 7,000,000 | – | |
| 3 | XEROX CORP | 18.9% | $106.0m | 9,200,000 | – | ||
| 4 | SOLARWINDS INC | 8.6% | $48.1m | 2,500,000 | – | ||
| 5 | G GENPACT LIMITED | Technology | 7.1% | $39.8m | 2,615,158 | – | |
| 6 | AAPL APPLE INC | Technology | 5.8% | $32.3m | 100,000 | – | |
| 7 | AEROFLEX HLDG CORP | 1.9% | $10.8m | 657,867 | – | ||
| 8 | WNSN WNS HOLDINGS LTD SPON | 1.6% | $9.1m | 790,626 | – | ||
| 9 | EXLS EXLSERVICE HOLDINGS INC | Technology | 1.5% | $8.6m | 400,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.