# LUCERNE CAPITAL MANAGEMENT LP

> Institutional holdings reported to the SEC as of Q3 2020 on Form 13F. CIK 1218961. Source: https://holderbook.com/funds/1218961-lucerne-capital-management-lp/

- Reported value: $300.0K
- Positions: 2
- Weight of the ten largest: 100.0%
- Filed: 2020-11-02

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| OPTIMUM COMMUNICATIONS INC | [OPTU](https://holderbook.com/stocks/OPTU/) | $265.0K | 258,100 | 88.3% | 7 |
| GRUBHUB INC | [GRUBXXXX](https://holderbook.com/stocks/GRUBXXXX/) | $35.0K | 20,400 | 11.7% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2020 | $300.0K | 2 |
| Q2 2020 | $101.0K | 1 |
| Q4 2019 | $79.2M | 1 |
| Q3 2019 | $178.2M | 1 |
| Q2 2019 | $168.7M | 1 |
| Q1 2019 | $151.2M | 2 |
| Q4 2018 | $118.3M | 2 |