STELLIAM INVESTMENT Overview

Stelliam Investment Managment L is a hedge fund that manages 5.3 BN dollars in regulatory AUM and has 21 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 55% of the manager's regulatory AUM.

STELLIAM INVESTMENT StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

STELLIAM INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DAL 8.23% Industrials 31.06% 1.72% 1 22%
AAL 7.11% Industrials 31.58% 1.47% 1 13%
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FEATURED IN
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STELLIAM INVESTMENT Founders and Key Employees

Name Title In Position Since
Ross S. Margolies Limited Partner/Managing Member Of Stelliam Gp Llc September-2006
Patricia A. Margolies Margolies 2006 Trust For The Fbo Issue February-2007
Gregg L. Kudisch Chief Financial Officer April-2007
Leon B. Hirth General Counsel/Chief Compliance Officer September-2013
Andrew D. Rosson Chief Administrative Officer July-2013

STELLIAM INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
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STELLIAM INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We tailor our advice to our clients based on each client’s investment objective. We generally have flexibility with respect to the types of securities or other instruments used in pursuing our clients’ trading strategies, although we primarily invest in equities and equity-related securities and derivative instruments on those securities. For our long/short strategy clients, we use a fundamentally driven equity strategy that maintains net long exposure and opportunistically invests across capital structures, market capitalizations, and investment styles. For our long-only client, we maintain long positions that are modeled after the long positions in our long/short client’s portfolio. As a result, our long-only client is expected to hold long positions that are similar to those maintained by our long/short clients.

We use a fundamental research approach to evaluate the operating and financial prosp...
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STELLIAM INVESTMENT Portfolio Concentration

STELLIAM INVESTMENT Location

12 EAST 49TH STREET
22ND FLOOR
NEW YORK, New York
UNITED STATES, 10017

STELLIAM INVESTMENT Contact Information

Phone Number: 212-490-6700
Fax Number: 212-490-6777
Website:

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