Highside Global Management as of June 30, 2020
Portfolio Holdings for Highside Global Management
Highside Global Management holds 14 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verisign (VRSN) | 10.0 | $17M | 83k | 206.83 | |
| Godaddy Cl A (GDDY) | 9.7 | $17M | 225k | 73.33 | |
| Global Payments (GPN) | 9.5 | $16M | 95k | 169.62 | |
| Grocery Outlet Hldg Corp (GO) | 9.1 | $16M | 381k | 40.80 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.3 | $12M | 100k | 123.96 | |
| Avantor (AVTR) | 7.2 | $12M | 721k | 17.00 | |
| Disney Walt Com Disney (DIS) | 7.1 | $12M | 108k | 111.51 | |
| Hyatt Hotels Corp Com Cl A (H) | 6.4 | $11M | 218k | 50.29 | |
| Pegasystems (PEGA) | 6.4 | $11M | 108k | 101.17 | |
| Copart (CPRT) | 6.2 | $11M | 128k | 83.27 | |
| Gci Liberty Com Class A | 6.2 | $11M | 148k | 71.12 | |
| Ross Stores (ROST) | 5.8 | $9.9M | 116k | 85.24 | |
| Goosehead Ins Com Cl A (GSHD) | 5.0 | $8.5M | 114k | 75.16 | |
| Black Knight | 4.1 | $7.0M | 96k | 72.57 |
