StackLine Partners

Latest statistics and disclosures from StackLine Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are PTC, KEX, FTDR, TRN, NYT, and represent 70.24% of StackLine Partners's stock portfolio.
  • Added to shares of these 8 stocks: KEX (+$19.11M), PTC (+$17.71M), FTDR (+$10.29M), PRMW (+$9.60M), TRN (+$7.52M), TLND (+$7.24M), PANW (+$5.23M), TRUP.
  • Started 2 new stock positions in TLND, PRMW.
  • Reduced shares in these 6 stocks: Fgl Holdings (-$22.54M), CARG (-$18.88M), Instructure (-$10.92M), WK, APPN, NYT.
  • Sold out of its positions in CARG, Instructure, Fgl Holdings.
  • StackLine Partners was a net buyer of stock by $22.44M.
  • StackLine Partners has $193.65M in assets under management (AUM), dropping by -7.31%.

Portfolio Holdings for StackLine Partners

Companies in the StackLine Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ptc (PTC) 17.07 540.08k +115% 61.21
Kirby Corporation (KEX) 16.03 713.97k +160% 43.47
Frontdoor (FTDR) 15.01 835.88k +54% 34.78
Trinity Industries (TRN) 12.17 1.47M +46% 16.07
New York Times Company (NYT) 9.95 627.52k -3% 30.71
Palo Alto Networks (PANW) 6.75 79.70k +66% 163.96
Appian Corp cl a (APPN) 6.68 321.41k -13% 40.23
Trupanion (TRUP) 5.64 419.84k +38% 26.03
Primo Water (PRMW) 4.96 1.06M NEW 9.06
Talend S A ads (TLND) 3.74 322.87k NEW 22.43
Workiva Inc equity us cm (WK) 2.00 119.59k -38% 32.33

Past Filings by StackLine Partners

View past SEC 13F filings by StackLine Partners

View all filings