Foundation Asset Management as of June 30, 2017
Portfolio Holdings for Foundation Asset Management
Foundation Asset Management holds 20 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 13.4 | $40M | 599k | 67.00 | |
| Copart (CPRT) | 12.5 | $38M | 1.2M | 31.79 | |
| Stewart Information Services Corporation (STC) | 10.2 | $31M | 678k | 45.38 | |
| Wright Medical Group Nv | 7.8 | $24M | 856k | 27.49 | |
| Triton International | 6.7 | $20M | 605k | 33.44 | |
| Theravance Biopharma (TBPH) | 6.0 | $18M | 451k | 39.84 | |
| Shire | 5.5 | $16M | 99k | 165.27 | |
| Lennar Corporation (LEN) | 5.3 | $16M | 300k | 53.32 | |
| Post Holdings Inc Common (POST) | 4.7 | $14M | 183k | 77.65 | |
| Csra | 4.5 | $14M | 425k | 31.75 | |
| Nielsen Hldgs Plc Shs Eur | 4.2 | $13M | 327k | 38.66 | |
| Citigroup (C) | 4.2 | $13M | 189k | 66.88 | |
| Teledyne Technologies Incorporated (TDY) | 3.5 | $10M | 82k | 127.65 | |
| Williams Companies (WMB) | 3.3 | $9.9M | 328k | 30.28 | |
| Keysight Technologies (KEYS) | 2.6 | $7.8M | 200k | 38.93 | |
| Bob Evans Farms | 1.6 | $4.8M | 67k | 71.83 | |
| Bioverativ Inc Com equity | 1.6 | $4.7M | 78k | 60.18 | |
| Siteone Landscape Supply (SITE) | 1.1 | $3.2M | 62k | 52.06 | |
| Lci Industries (LCII) | 0.7 | $2.0M | 20k | 102.40 | |
| Insulet Corporation (PODD) | 0.6 | $1.7M | 33k | 51.30 |
