Ed Bosek is the Founder and Portfolio Manager at BeaconLight Capital, which is a New York-based alternative asset management firm. Bosek founded BeaconLight Capital in 2009, and at the time, he was 29 years of age.
Before founding BeaconLight Capital, Bosek worked as a Partner and Managing Director at Atticus Capital for about six years. Let’s take a look at the top ten holdings of Ed Bosek, in reverse order.
Top Ten Holdings Of Ed Bosek
We have referred to the latest 13F filing (March 31, 2022) of BeaconLight Capital to come up with the top ten holdings of Ed Bosek. We have only considered stock holdings of Ed Bosek (not options and ETFs) for our list of the top ten holdings.
10. Digimarc
Founded in 2008 and headquartered in Beaverton, Ore., Digimarc (NASDAQ:DMRC) offers media identification and management solutions. Ed owns 352,867 shares of DMRC at an estimated average price of $32.69.
These shares have a market value of more than $9.3 million and account for 2.94% of Bosek’s portfolio. Digimarc shares are down by over 57% year to date and by almost 51% in the last year.
9. Corteva Corteva
Founded in 1802 and headquartered in Indianapolis, Ind., Corteva (NYSE:CTVA) offers seed and crop protection solutions to the agriculture industry. Bosek owns 166,463 shares of CTVA at an estimated average price of $45.40.
These shares have a market value of more than $9.5 million and account for 3.03% of Bosek’s portfolio. Corteva shares are up by almost 32% year to date and by over 37% in the last year.
8. Olin
Founded in 1892 and headquartered in Clayton, Mo., this company makes chemical products. Bosek owns 184,129 shares of Olin Corporation (NYSE:OLN) at an estimated average price of $45.78.
These shares have a market value of more than $9.6 million and account for 3.04% of Bosek’s portfolio. Olin shares are up by almost 15% year to date and by almost 37% in the last year.
7. Resideo Technologies
Founded in 2018 and headquartered in Scottsdale, Ariz., Resideo Technologies (NYSE:REZI) offers critical comfort, thermal and security solutions. Bosek owns 472,702 shares of REZI at an estimated average price of $11.32.
These shares have a market value of more than $11 million and account for 3.56% of Bosek’s portfolio. Resideo Technologies shares are down by over 6% year to date and by over 21% in the last year.
6. General Motors
Founded in 1908 and headquartered in Detroit, General Motors Company (NYSE:GM) makes and sells cars, trucks and automobile parts. Bosek owns 274,167 shares of GM at an estimated average price of $56.45.
These shares have a market value of more than $11.90 million and account for 3.79% of Bosek’s portfolio. General Motors shares are down by over 35% year to date and by almost 39% in the last year.
5. Albemarle
Founded in 1993 and headquartered in Charlotte, N.C., Albemarle (NYSE:ALB) develops, makes and markets chemicals for several industries. Bosek owns 60,456 shares of ALB at an estimated average price of $176.70.
These shares have a market value of more than $13 million and account for 4.23% of Bosek’s portfolio. Albemarle shares are up by over 10% year to date and by almost 48% in the last year.
4. Sabre
Founded in 2006 and headquartered in Southlake, Texas, this company offers technology solutions to the travel and tourism industry. Bosek owns over 1.4 million shares of Sabre (NASDAQ:SABR) at an estimated average price of $11.96.
These shares have a market value of more than $16 million and account for 5.06% of Bosek’s portfolio. Sabre shares are down by almost 12% year to date and by over 45% in the last year.
3. Crown Holdings
Founded in 1892 and headquartered in Philadelphia, Crown Holdings (NYSE:CCK) designs, makes and sells packaging products and equipment for consumer goods.
Bosek owns 128,477 shares of CCK at an estimated average price of $77.54. These shares have a market value of more than $16 million and account for 5.08% of Bosek’s portfolio. Crown Holdings shares are down by almost 1% year to date but are up by over 10% in the last year.
2. Constellium
Founded in 2010 and headquartered in Paris, France, Constellium Nv (NYSE:CSTM) designs and makes aluminum products for aerospace, packaging and automotive end-markets.
Bosek owns 929,066 shares of CSTM at an estimated average price of $12.86. These shares have a market value of more than $16 million and account for 5.29% of Bosek’s portfolio. Constellium SE shares are down by over 2% year to date and by almost 13% in the last year.
1. Cheniere Energy
Founded in 1996 and headquartered in Houston, Cheniere Energy (NYSE:LNG) deals in liquefied natural gas (LNG) related businesses. Bosek owns 176,995 shares of LNG at an estimated average price of $73.98.
These shares have a market value of more than $24 million and account for 7.76% of Bosek’s portfolio. Cheniere Energy shares are up by over 44% year to date and by almost 66% in the last year.