B/E Aerospace Inc (BEAV), NXP Semiconductors NV (NXPI), Norwegian Cruise Line Holdings Ltd (NCLH): Roystone Capital Management’s Top Picks

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Richard Barrera‘s Roystone Capital Management has released its quarterly 13F report. In this article, we will quickly review the best positions held by the fund. B/E Aerospace Inc (NASDAQ:BEAV), NXP Semiconductors NV (NASDAQ:NXPI) and Norwegian Cruise Line Holdings Ltd (NASDAQ:NCLH) are top three positions held by Roystone Capital Management.

B/E Aerospace Inc (NASDAQ:BEAV) is the top position in Roystone Capital Management. The fund has 2,237,700 shares of the company worth $187 million. In the last quarter, the fund had 1,924,200 shares of the company worth $177 million. This depicts the decrease of investment on around $100 million by the fund in the aerospace company. Ralph Whitworth’s Relational Investors is one of the top shareholders of B/E Aerospace Inc (NASDAQ:BEAV). The company reported its last sales back in September this year when its 5,000 shares were sold at around $86.21 per share price.

NXP Semiconductors NV (NASDAQ:NXPI) is the second biggest position in Roystone Capital. The fund has 2,162,800 shares of the company worth around $148 million. Last quarter, the fund had 2,219,600 shares of NXP Semiconductors NV (NASDAQ:NXPI) worth $146 million. This means that the fund has decreased its holding in the company by around $2 million.  Robert Boucai’s NewBrook Capital Advisors is one of the top shareholders of NXP Semiconductors NV (NASDAQ:NXPI).

Norwegian Cruise Line Holdings Ltd (NASDAQ:NCLH) is the third biggest position in Roystone Capital. The fund has 3,399,500 shares of the company worth $122 million. Last quarter, the fund had 2,490,700 shares of the company worth $78 million.  Among other shareholders of the company include Dwight Anderson’s Ospraie Capital. Norwegian Cruise Line Holdings Ltd (NASDAQ:NCLH) reported its last sales back in June this year when its 70,000 shares were sold at $33 per share price.

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