AidennLair Capital Management as of Dec. 31, 2017
Portfolio Holdings for AidennLair Capital Management
AidennLair Capital Management holds 24 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 12.6 | $18M | 94k | 192.43 | |
| McDermott International | 9.8 | $14M | 2.1M | 6.58 | |
| Caesars Entertainment | 8.5 | $12M | 964k | 12.65 | |
| Paypal Holdings (PYPL) | 7.0 | $10M | 137k | 73.62 | |
| Ilg | 6.1 | $8.8M | 309k | 28.48 | |
| CBS Corporation | 5.4 | $7.7M | 131k | 59.00 | |
| EnPro Industries (NPO) | 5.2 | $7.5M | 80k | 93.51 | |
| Hilton Grand Vacations (HGV) | 5.1 | $7.3M | 174k | 41.95 | |
| Dycom Industries (DY) | 4.6 | $6.6M | 59k | 111.43 | |
| Huntsman Corporation (HUN) | 4.6 | $6.6M | 197k | 33.29 | |
| Jack in the Box (JACK) | 4.1 | $5.9M | 60k | 98.11 | |
| Time Warner | 4.1 | $5.8M | 64k | 91.48 | |
| Imperva | 3.3 | $4.8M | 121k | 39.70 | |
| Dxc Technology (DXC) | 2.8 | $4.1M | 43k | 94.90 | |
| First Data | 2.8 | $4.0M | 241k | 16.71 | |
| Casey's General Stores (CASY) | 2.4 | $3.4M | 30k | 111.93 | |
| Automatic Data Processing (ADP) | 2.2 | $3.2M | 27k | 117.19 | |
| Acadia Healthcare (ACHC) | 2.2 | $3.2M | 98k | 32.63 | |
| Caesars Entmt Corp note 5.000%10/0 | 2.0 | $2.8M | 1.5M | 1.94 | |
| Chicago Bridge & Iron Company | 1.5 | $2.1M | 130k | 16.14 | |
| Inc Resh Hldgs Inc cl a | 1.3 | $1.8M | 42k | 43.60 | |
| DaVita (DVA) | 1.1 | $1.6M | 23k | 72.25 | |
| Ocean Rig Udw | 0.8 | $1.1M | 40k | 26.80 | |
| Envision Healthcare | 0.6 | $781k | 23k | 34.56 |
