Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
UNION PAC CORP | 7,047,378 | -1,212,807 | $1,730,977 |
UNP | 7,047,378 | -1,212,807 | $1,730,977 |
MICROSOFT CORP | 3,471,675 | -248,292 | $1,305,489 |
MSFT | 3,471,675 | -248,292 | $1,305,489 |
CSX CORP | 31,861,922 | -10,759,617 | $1,104,653 |
CSX | 31,861,922 | -10,759,617 | $1,104,653 |
ALPHABET INC | 3,575,580 | UNCH | $503,906 |
GOOG | 3,575,580 | UNCH | $503,906 |
LOWES COS INC | 2,025,990 | +315,000 | $450,884 |
LOW | 2,025,990 | +315,000 | $450,884 |
BROOKFIELD CORP | 10,060,586 | +7,373,993 | $403,631 |
BN | 10,060,586 | +7,373,993 | $403,631 |
TECK RESOURCES LTD | 8,795,582 | -1,266,341 | $371,789 |
TECK | 8,795,582 | -1,266,341 | $371,789 |
EXELON CORP | 7,969,967 | +7,969,967 | $286,122 |
EXC | 7,969,967 | +7,969,967 | $286,122 |
VISA INC | 986,632 | -137,150 | $256,870 |
V | 986,632 | -137,150 | $256,870 |
ALPHABET INC | 1,565,604 | UNCH | $218,699 |
GOOGL | 1,565,604 | UNCH | $218,699 |
EQT CORP | 5,556,989 | -117,054 | $214,833 |
EQT | 5,556,989 | -117,054 | $214,833 |
CENOVUS ENERGY INC | 10,024,149 | UNCH | $166,902 |
CVE | 10,024,149 | UNCH | $166,902 |
AMERICAN ELEC PWR CO INC | 1,963,982 | +1,963,982 | $159,515 |
AEP | 1,963,982 | +1,963,982 | $159,515 |
MASTERCARD INCORPORATED | 357,689 | UNCH | $152,558 |
MA | 357,689 | UNCH | $152,558 |
WESTLAKE CORPORATION | 871,479 | -27,358 | $121,972 |
WLK | 871,479 | -27,358 | $121,972 |
DTE ENERGY CO | 721,930 | +721,930 | $79,600 |
DTE | 721,930 | +721,930 | $79,600 |
CANADIAN NAT RES LTD | 1,150,106 | UNCH | $75,355 |
CNQ | 1,150,106 | UNCH | $75,355 |
CRH PLC | 833,973 | +833,973 | $57,678 |
CRH | 833,973 | +833,973 | $57,678 |
PPL CORP | 2,095,602 | +2,095,602 | $56,791 |
PPL | 2,095,602 | +2,095,602 | $56,791 |
YUM BRANDS INC | 412,932 | +412,932 | $53,954 |
YUM | 412,932 | +412,932 | $53,954 |
UDR INC | 1,248,995 | +1,248,995 | $47,824 |
UDR | 1,248,995 | +1,248,995 | $47,824 |
CAMDEN PPTY TR | 464,575 | +464,575 | $46,128 |
CPT | 464,575 | +464,575 | $46,128 |
AVALONBAY CMNTYS INC | 243,606 | +243,606 | $45,608 |
AVB | 243,606 | +243,606 | $45,608 |
MID AMER APT CMNTYS INC | 335,208 | +335,208 | $45,072 |
MAA | 335,208 | +335,208 | $45,072 |
EQUITY RESIDENTIAL | 717,647 | +717,647 | $43,891 |
EQR | 717,647 | +717,647 | $43,891 |
NISOURCE INC | 1,115,911 | +1,115,911 | $29,627 |
NI | 1,115,911 | +1,115,911 | $29,627 |
CMS ENERGY CORP | 427,802 | +427,802 | $24,842 |
CMS | 427,802 | +427,802 | $24,842 |
WEC ENERGY GROUP INC | 193,778 | +193,778 | $16,310 |
WEC | 193,778 | +193,778 | $16,310 |
See Full List: All Stocks Held By Soroban Capital Partners LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Soroban Capital Partners LP
Size ($ in 1000's)
At 12/31/2023: $8,080,702 At 09/30/2023: $6,760,810 Soroban Capital Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Soroban Capital Partners LP 13F filings. Link to 13F filings: SEC filings |