Yarra Square Partners as of Dec. 31, 2020
Portfolio Holdings for Yarra Square Partners
Yarra Square Partners holds 16 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 14.0 | $16M | 702k | 23.17 | |
| Amazon (AMZN) | 8.3 | $9.7M | 3.0k | 3257.06 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.7 | $9.0M | 57k | 158.37 | |
| Facebook Cl A (META) | 7.6 | $8.8M | 32k | 273.15 | |
| Iac Interactive Ord | 7.5 | $8.7M | 46k | 189.35 | |
| Marriott Vacations Wrldwde Cp (VAC) | 7.4 | $8.6M | 63k | 137.22 | |
| Nortonlifelock (GEN) | 6.9 | $8.0M | 383k | 20.78 | |
| Xpo Logistics Inc equity (XPO) | 5.9 | $6.8M | 57k | 119.19 | |
| Fidelity National Information Services (FIS) | 5.6 | $6.5M | 46k | 141.45 | |
| TransDigm Group Incorporated (TDG) | 5.5 | $6.4M | 10k | 618.87 | |
| At Home Group | 4.8 | $5.6M | 364k | 15.46 | |
| FleetCor Technologies | 4.8 | $5.5M | 20k | 272.85 | |
| Servicenow (NOW) | 4.3 | $5.0M | 9.0k | 550.44 | |
| Vroom | 3.7 | $4.3M | 104k | 40.97 | |
| Crown Holdings (CCK) | 3.7 | $4.3M | 43k | 100.21 | |
| Foley Trasimene Acquisition Com Cl A | 2.3 | $2.6M | 175k | 15.10 |
