CHIEFTAIN CAPITAL MANAGEMENT, INC.

HTTP://WWW.CHIEFTAINCAPITAL.COM/ NEW YORK, NY Investment Advisor How do I update this listing?

Chieftain Capital Management is based out of New York. Chieftain Capital Management is a large advisory firm with 204 clients and discretionary assets under management (AUM) of $1,693,430,636 (Form ADV from 2018-03-21). Whalewisdom has at least 39 13F filings, 2 13D filings, and 14 13G filings

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03/31/2020

Top Buys

  • Name% Change

03/31/2020

Top Sells

  • Name% Change

03/31/2020

13F Holdings Summary

Confidential Treatment - 13F Holdings not disclosed in latest filing:

03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $0
  • Prior Market Value $0
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:
  • Time Held Top10:
  • Time Held All:

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: -24.4%
Performance Last 4 Quarters: -2.34%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CHIEFTAIN CAPITAL MANAGEMENT, INC.
510 MADISON AVENUE
NEW YORK NY    10022
Country: United States

Business Phone: 212-626-6100
Fax: 212-626-6150
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 204
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CHIEFTAIN CAPITAL MANAGEMENT, INC.

ownership team - last updated 2017-03-23
Name Title Start Date Direct/Indirect % Ownership
SHAPIRO, JOHN, MICHAEL MANAGING DIRECTOR 11/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 2009-11-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 1984-01-01 2004-04-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1984-01-01 2009-03-30
TEKUMA ADVISORS, INC. SHAREHOLDER indirect 1984-01-01 2009-11-10
STERN, THOMAS, DAVID MANAGING DIRECTOR 11/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 2009-11-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. DIRECTOR direct 1996-01-01 2004-03-26
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR direct 2002-01-01 2009-03-30
CHIEFTAIN CAPITAL MANAGEMENT, INC. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2009-11-01 2011-03-17
SLOCUM, JOSHUA, RIDER MANAGING DIRECTOR 11/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TEKUMA ADVISORS, INC. MANAGING DIRECTOR direct 2009-11-01
STUTO, RALPH, JOSEPH CHIEF COMPLIANCE OFFICER 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHIEFTAIN CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-05-01
CHIEFTAIN CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-06-01
OW, YUNG, HWEI DIRECTOR 01/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CHIEFTAIN CAPITAL MANAGEMENT, INC. DIRECTOR direct 2017-01-01

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