Tiger Eye Capital as of Dec. 31, 2019
Portfolio Holdings for Tiger Eye Capital
Tiger Eye Capital holds 47 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gci Liberty Incorporated | 26.0 | $146M | 2.1M | 70.85 | |
| Clarivate Analytics Plc sn (CLVT) | 8.5 | $48M | 2.9M | 16.80 | |
| Liberty Media Corp Delaware Com A Siriusxm | 6.9 | $39M | 802k | 48.34 | |
| IAC/InterActive | 5.6 | $32M | 127k | 249.11 | |
| TransDigm Group Incorporated (TDG) | 5.1 | $29M | 51k | 559.99 | |
| Nevro (NVRO) | 5.0 | $28M | 238k | 117.54 | |
| Visa (V) | 4.4 | $25M | 132k | 187.90 | |
| Amazon (AMZN) | 3.5 | $20M | 11k | 1847.86 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $18M | 55k | 329.81 | |
| Iqvia Holdings (IQV) | 3.1 | $17M | 113k | 154.51 | |
| Churchill Downs (CHDN) | 3.0 | $17M | 121k | 137.20 | |
| MasterCard Incorporated (MA) | 2.6 | $15M | 49k | 298.58 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $14M | 101k | 139.40 | |
| Canadian Natural Resources (CNQ) | 2.4 | $14M | 420k | 32.35 | |
| Msci (MSCI) | 2.4 | $14M | 52k | 258.19 | |
| Microsoft Corporation (MSFT) | 2.2 | $13M | 79k | 157.70 | |
| Global Payments (GPN) | 2.0 | $12M | 63k | 182.56 | |
| Live Nation Entertainment (LYV) | 2.0 | $12M | 160k | 71.47 | |
| Hilton Worldwide Holdings (HLT) | 1.1 | $6.2M | 56k | 110.91 | |
| HEICO Corporation (HEI) | 1.0 | $5.7M | 50k | 114.16 | |
| Atlassian Corp Plc cl a | 0.9 | $4.9M | 41k | 120.34 | |
| salesforce (CRM) | 0.8 | $4.6M | 28k | 162.63 | |
| Interxion Holding | 0.7 | $4.1M | 50k | 83.82 | |
| Take-Two Interactive Software (TTWO) | 0.7 | $3.7M | 30k | 122.43 | |
| Paypal Holdings (PYPL) | 0.6 | $3.4M | 32k | 108.18 | |
| Viper Energy Partners | 0.6 | $3.3M | 135k | 24.66 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.5 | $3.0M | 127k | 23.70 | |
| Simply Good Foods (SMPL) | 0.5 | $3.0M | 105k | 28.54 | |
| HEICO Corporation (HEI.A) | 0.4 | $2.4M | 26k | 89.52 | |
| Facebook Inc cl a (META) | 0.2 | $1.2M | 5.8k | 205.31 | |
| Ferrari Nv Ord (RACE) | 0.2 | $1.2M | 7.0k | 165.50 | |
| Xpo Logistics Inc equity (XPO) | 0.2 | $888k | 11k | 79.69 | |
| UnitedHealth (UNH) | 0.1 | $844k | 2.9k | 293.97 | |
| Roper Industries (ROP) | 0.1 | $722k | 2.0k | 354.27 | |
| Vail Resorts (MTN) | 0.1 | $685k | 2.9k | 239.68 | |
| Madison Square Garden Cl A (MSGS) | 0.1 | $644k | 2.2k | 294.06 | |
| D.R. Horton (DHI) | 0.1 | $582k | 11k | 52.79 | |
| Danaher Corporation (DHR) | 0.1 | $523k | 3.4k | 153.37 | |
| Cable One (CABO) | 0.1 | $527k | 354.00 | 1488.70 | |
| Servicemaster Global | 0.1 | $393k | 10k | 38.64 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $421k | 315.00 | 1336.51 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $340k | 700.00 | 485.71 | |
| Metropcs Communications (TMUS) | 0.1 | $255k | 3.3k | 78.39 | |
| Liberty Media Corp Del Com Ser | 0.1 | $258k | 5.9k | 43.80 | |
| Square Inc cl a (SQ) | 0.0 | $214k | 3.4k | 62.61 | |
| Frontdoor (FTDR) | 0.0 | $241k | 5.1k | 47.39 | |
| Smartsheet (SMAR) | 0.0 | $86k | 1.9k | 44.86 |
