Yg Partners as of Sept. 30, 2017
Portfolio Holdings for Yg Partners
Yg Partners holds 31 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 |
|---|---|---|---|---|---|
| Macquarie Infrastructure Company | 8.8 | $17M | 230k | 72.18 | |
| CoreLogic | 7.6 | $14M | 311k | 46.22 | |
| Madison Square Garden Cl A (MSGS) | 6.8 | $13M | 60k | 214.09 | |
| MGM Resorts International. (MGM) | 6.2 | $12M | 358k | 32.59 | |
| Cognizant Technology Solutions (CTSH) | 5.8 | $11M | 151k | 72.54 | |
| Crown Holdings (CCK) | 5.8 | $11M | 183k | 59.72 | |
| Vulcan Materials Company (VMC) | 5.4 | $10M | 85k | 119.60 | |
| Canadian Pacific Railway | 4.3 | $8.2M | 49k | 168.03 | |
| Envestnet (ENV) | 4.3 | $8.1M | 160k | 51.00 | |
| Cable One (CABO) | 4.0 | $7.5M | 10k | 722.13 | |
| Sealed Air (SEE) | 3.8 | $7.2M | 170k | 42.56 | |
| Cf Corp shs cl a | 3.1 | $5.8M | 519k | 11.20 | |
| Mgm Growth Properties | 3.0 | $5.7M | 190k | 30.21 | |
| FLIR Systems | 2.8 | $5.3M | 137k | 38.91 | |
| Stewart Information Services Corporation (STC) | 2.8 | $5.3M | 140k | 37.76 | |
| National-Oilwell Var | 2.5 | $4.8M | 135k | 35.73 | |
| SPECTRUM BRANDS Hldgs | 2.5 | $4.8M | 45k | 105.93 | |
| Service Corporation International (SCI) | 2.3 | $4.4M | 127k | 34.50 | |
| Leidos Holdings (LDOS) | 2.3 | $4.3M | 73k | 59.22 | |
| Conduent Incorporate (CNDT) | 2.1 | $4.0M | 253k | 15.67 | |
| Fnf (FNF) | 1.7 | $3.3M | 69k | 47.46 | |
| Bwx Technologies (BWXT) | 1.6 | $3.1M | 55k | 56.02 | |
| Forest City Realty Trust Inc Class A | 1.5 | $2.9M | 112k | 25.51 | |
| Nexeo Solutions | 1.5 | $2.8M | 384k | 7.30 | |
| Arconic | 1.3 | $2.5M | 100k | 24.88 | |
| RealPage | 1.3 | $2.5M | 62k | 39.90 | |
| Kennametal (KMT) | 1.3 | $2.4M | 61k | 40.34 | |
| Intercontinental Exchange (ICE) | 1.2 | $2.2M | 33k | 68.70 | |
| Schneider National Inc cl b (SNDR) | 1.1 | $2.0M | 80k | 25.30 | |
| Gartner (IT) | 0.8 | $1.5M | 12k | 124.37 | |
| Graphic Packaging Holding Company (GPK) | 0.4 | $698k | 50k | 13.96 |
