Chanos & Co L.P. is an investment fund managing more than $3.1 billion ran by Brian Nichols. There are currently 5 companies in Mr. Nichols’s portfolio. The largest investments include Spdr Ser Tr and Ishares Tr, together worth $2.68 billion.
As of 7th November 2023, Chanos & Co L.P.’s top holding is 53,061 shares of Spdr Ser Tr currently worth over $2.38 billion and making up 76.8% of the portfolio value.
In addition, the fund holds 2,725 shares of Ishares Tr worth $301 million.
The third-largest holding is Inflection Pt Acquisitn Crp worth $153 million and the next is Ares Acquisition Corporation worth $137 million, with 12,742 shares owned.
Currently, Chanos & Co L.P.'s portfolio is worth at least $3.1 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Chanos & Co L.P. office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Brian Nichols serves as the Chief Financial Officer at Chanos & Co L.P..
In the most recent 13F filing, Chanos & Co L.P. revealed that it had opened a new position in
Inflection Pt Acquisitn Crp and bought 15,000 shares worth $153 million.
On the other hand, there are companies that Chanos & Co L.P. is getting rid of from its portfolio.
Chanos & Co L.P. closed its position in Enviva Inc on 14th November 2023.
It sold the previously owned 61,774 shares for $670 million.
Brian Nichols also disclosed a decreased stake in Spdr Ser Tr by 0.5%.
This leaves the value of the investment at $2.38 billion and 53,061 shares.
The two most similar investment funds to Chanos & Co L.P. are Feinberg Stephen and Van Berkom & Associates. They manage $3.08 billion and $3.07 billion respectively.
These positions were updated on November 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Ser Tr |
48.87%
53,061
|
$2,380,272,000 | 76.75% |
| Enviva Inc |
Closed
61,774
|
$670,248,000 | |
| Ishares Tr |
No change
2,725
|
$301,031,000 | 9.71% |
| Uta Acquisition Corporation |
Closed
15,000
|
$158,250,000 | |
| Inflection Pt Acquisitn Crp |
Opened
15,000
|
$153,276,000 | 4.94% |
| Ares Acquisition Corporation |
No change
12,742
|
$137,104,000 | 4.42% |
| Trailblazer Merger Corp I |
No change
12,549
|
$129,631,000 | 4.18% |
| Sunrun Inc |
Closed
8
|
$143,000 | |
| No transactions found | |||
| Showing first 500 out of 8 holdings | |||