Foundation Asset Management as of March 31, 2018
Portfolio Holdings for Foundation Asset Management
Foundation Asset Management 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 |
|---|---|---|---|---|---|
| Copart (CPRT) | 17.2 | $47M | 915k | 50.93 | |
| Brink's Company (BCO) | 10.6 | $29M | 401k | 71.35 | |
| Energizer Holdings (ENR) | 8.8 | $24M | 397k | 59.58 | |
| Keysight Technologies (KEYS) | 6.3 | $17M | 324k | 52.39 | |
| Wright Medical Group Nv | 5.8 | $16M | 789k | 19.84 | |
| Verisk Analytics (VRSK) | 5.5 | $15M | 142k | 104.00 | |
| Alphabet Inc Class C cs (GOOG) | 5.0 | $14M | 13k | 1031.82 | |
| Lennar Corporation (LEN) | 5.0 | $14M | 230k | 58.94 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 4.9 | $13M | 340k | 38.72 | |
| Vulcan Materials Company (VMC) | 4.7 | $13M | 110k | 114.17 | |
| Teledyne Technologies Incorporated (TDY) | 3.7 | $10M | 54k | 187.17 | |
| Nielsen Hldgs Plc Shs Eur | 3.6 | $9.8M | 309k | 31.79 | |
| Theravance Biopharma (TBPH) | 3.6 | $9.7M | 400k | 24.25 | |
| Tripadvisor (TRIP) | 3.5 | $9.6M | 235k | 40.89 | |
| CF Industries Holdings (CF) | 3.2 | $8.7M | 230k | 37.73 | |
| Franks Intl N V | 2.7 | $7.3M | 220k | 33.40 | |
| Triton International | 2.3 | $6.1M | 200k | 30.60 | |
| Citigroup (C) | 1.5 | $4.1M | 60k | 67.50 | |
| Cardtronics Plc Shs Cl A | 1.4 | $3.7M | 167k | 22.31 | |
| Univar | 0.6 | $1.7M | 62k | 27.74 |
