Banbury Partners as of March 31, 2018
Portfolio Holdings for Banbury Partners
Banbury Partners holds 20 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 7.6 | $28M | 91k | 311.22 | |
| Jeld-wen Hldg (JELD) | 6.7 | $25M | 819k | 30.62 | |
| Workday Inc cl a (WDAY) | 6.2 | $23M | 181k | 127.11 | |
| Servicemaster Global | 6.1 | $23M | 447k | 50.85 | |
| Itron (ITRI) | 6.0 | $23M | 315k | 71.55 | |
| Summit Matls Inc cl a (SUM) | 6.0 | $22M | 734k | 30.28 | |
| Cree | 5.7 | $21M | 530k | 40.31 | |
| CoreLogic | 5.6 | $21M | 465k | 45.23 | |
| Cott Corp | 5.5 | $21M | 1.4M | 14.72 | |
| Air Products & Chemicals (APD) | 5.5 | $20M | 128k | 159.03 | |
| Lamb Weston Hldgs (LW) | 5.2 | $19M | 333k | 58.22 | |
| Cdk Global Inc equities | 5.2 | $19M | 305k | 63.34 | |
| Booking Holdings (BKNG) | 5.0 | $19M | 9.0k | 2080.44 | |
| Zayo Group Hldgs | 5.0 | $19M | 541k | 34.16 | |
| Amer (UHAL) | 4.2 | $16M | 46k | 345.10 | |
| Fair Isaac Corporation (FICO) | 4.1 | $15M | 91k | 169.37 | |
| Forest City Realty Trust Inc Class A | 3.7 | $14M | 683k | 20.26 | |
| Investors Ban | 3.2 | $12M | 881k | 13.64 | |
| Servicenow (NOW) | 2.2 | $8.3M | 50k | 165.46 | |
| Kearny Finl Corp Md (KRNY) | 1.1 | $4.3M | 327k | 13.00 |
