Marianas Fund Management as of Sept. 30, 2017
Portfolio Holdings for Marianas Fund Management
Marianas Fund Management holds 12 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Railway | 16.2 | $9.4M | 56k | 168.04 | |
| Comcast Corporation (CMCSA) | 13.5 | $7.8M | 204k | 38.48 | |
| Reliance Steel & Aluminum (RS) | 12.8 | $7.4M | 98k | 76.17 | |
| American Airls (AAL) | 12.4 | $7.2M | 151k | 47.49 | |
| Starbucks Corporation (SBUX) | 11.2 | $6.5M | 122k | 53.71 | |
| Hldgs (UAL) | 8.6 | $5.0M | 82k | 60.88 | |
| Delta Air Lines (DAL) | 8.3 | $4.8M | 100k | 48.22 | |
| Alphabet Inc Class A cs (GOOGL) | 5.0 | $2.9M | 3.0k | 973.67 | |
| Avis Budget (CAR) | 4.8 | $2.8M | 73k | 38.06 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 3.1 | $1.8M | 56k | 31.79 | |
| Chipotle Mexican Grill (CMG) | 2.3 | $1.4M | 4.4k | 307.73 | |
| Hertz Global Holdings | 1.9 | $1.1M | 49k | 22.37 |
