Marriott Vacations Worldwide Corp (VAC)

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Hedge Fund Holdings
Filing Period:
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No. Hedge Fund Shares Value Activity % Port
1.
Impactive Capital

Lauren Taylor Wolfe

4,129,984 $420,762,770 30.02%
2. 1,126,132 $114,730,328 -3% 3.36%
3.
Ananym Capital Management

Charlie Penner And Alex Silver

644,610 $65,672,867 -22% 23.63%
4.
Osterweis Capital ManagementNOTE 3.250%12/1

John Osterweis

63,260,000 $62,216,210 +27% 2.93%
5.
Oaktree Capital ManagementCONVERTIBLE BOND

Howard Marks

56,893,000 $55,954,265 +10% 0.78%