0001768111-23-000002.txt : 20230214 0001768111-23-000002.hdr.sgml : 20230214 20230213183450 ACCESSION NUMBER: 0001768111-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bain Capital Public Equity Management II, LLC CENTRAL INDEX KEY: 0001768111 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19386 FILM NUMBER: 23620794 BUSINESS ADDRESS: STREET 1: 200 CLARENDON STREET CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6175162000 MAIL ADDRESS: STREET 1: 200 CLARENDON STREET CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001768111 XXXXXXXX 12-31-2022 12-31-2022 Bain Capital Public Equity Management II, LLC
200 CLARENDON STREET BOSTON MA 02116
13F HOLDINGS REPORT 028-19386 Y Bain Capital Public Equity Management II, LLC has sole investment discretion with respect to shares held by Brookside Capital Partners Fund, L.P., Brookside Capital Trading Fund, L.P., Bain Capital Public Equity Global Long Equity Fund, L.P., Bain Capital Public Equity Global Partners Fund, L.P. and Bain Capital Public Equity Enduring Equity Fund, L.P.
Adriana Rojas Garzon Associate General Counsel 6175162000 /s/ Adriana Rojas Garzon Boston MA 02-13-2023 0 30 1848412786 false
INFORMATION TABLE 2 Q4BCPEMII13F.xml BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC FORM 13F INFORMATION TABLE AS OF 12/31/2022 AKAMAI TECHNOLOGIES INC COM 00971T101 59058978 700581 SH SOLE 0 700581 0 0 ALLSTATE CORP COM 020002101 136359902 1005604 SH SOLE 0 1005604 0 0 AMDOCS LTD SHS G02602103 108898473 1198003 SH SOLE 0 1198003 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 171572713 2713041 SH SOLE 0 2713041 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 35305915 553471 SH SOLE 0 553471 0 0 AVERY DENNISON CORP COM 053611109 100087751 552971 SH SOLE 0 552971 0 0 CONSTELLATION BRANDS INC CL A 21036P108 84827684 366031 SH SOLE 0 366031 0 0 DENBURY INC COM 24790A101 12002321 137926 SH SOLE 0 137926 0 0 DOXIMITY INC CL A 26622P107 5779435 172212 SH SOLE 0 172212 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 73540914 2692820 SH SOLE 0 2692820 0 0 DUPONT DE NEMOURS INC COM 26614N102 75765255 1103967 SH SOLE 0 1103967 0 0 EVEREST RE GROUP LTD COM G3223R108 164447728 496416 SH SOLE 0 496416 0 0 EXPEDIA GROUP INC COM NEW 30212P303 15870404 181169 SH SOLE 0 181169 0 0 GALLAGHER ARTHUR J & CO COM 363576109 45223204 239860 SH SOLE 0 239860 0 0 GLOBAL E ONLINE LTD SHS M5216V106 16225021 786096 SH SOLE 0 786096 0 0 HALEON PLC SPON ADS 405552100 126342320 15792790 SH SOLE 0 15792790 0 0 ISHARES TR IBOXX HI YD ETF 464288513 62916835 854500 SH Put SOLE 0 854500 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 77424306 1295154 SH SOLE 0 1295154 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 5986458 32654 SH SOLE 0 32654 0 0 MICROSOFT CORP COM 594918104 37172340 155001 SH SOLE 0 155001 0 0 NASDAQ INC COM 631103108 53067321 864993 SH SOLE 0 864993 0 0 PAGERDUTY INC COM 69553P100 6213845 233955 SH SOLE 0 233955 0 0 PRUDENTIAL PLC ADR 74435K204 1916730 69750 SH SOLE 0 69750 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 86401803 608078 SH SOLE 0 608078 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 1825616 59254 SH SOLE 0 59254 0 0 ROSS STORES INC COM 778296103 61126524 526635 SH SOLE 0 526635 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 38773308 394800 SH Put SOLE 0 394800 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 61609473 161100 SH Put SOLE 0 161100 0 0 TRANSDIGM GROUP INC COM 893641100 101180977 160694 SH SOLE 1 160694 0 0 UBER TECHNOLOGIES INC COM 90353T100 21489232 868954 SH SOLE 0 868954 0 0