Suncoast Equity Management

Latest statistics and disclosures from Suncoast Equity Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are V, Accenture, PCLN, HON, BCR, and represent 35.92% of Suncoast Equity Management's stock portfolio.
  • Added to shares of these 3 stocks: SYK (+$6.46M), VMW (+$6.37M), Facebook Inc cl a.
  • Started 2 new stock positions in SYK, VMW.
  • Reduced shares in these 10 stocks: HBI (-$12.44M), GILD (-$11.85M), V, PCLN, Accenture, HON, BCR, Cbre Group Inc Cl A, BRK.B, NKE.
  • Sold out of its positions in GILD, HBI, SPY.
  • Suncoast Equity Management was a net seller of stock by $33.93M.
  • Suncoast Equity Management has $309.53M in assets under management (AUM), dropping by -1.41%.

Suncoast Equity Management portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Visa (V) 8.10 282034 -8.00% 88.87 100.85
Accenture 7.85 202646 -7.00% 119.88 0.00
priceline.com Incorporated (PCLN) 7.79 13553 -8.00% 1779.97 2033.21
Honeywell International (HON) 6.28 155680 -8.00% 124.87 138.49
C.R. Bard (BCR) 5.90 73468 -8.00% 248.54 321.20
NIKE (NKE) 5.85 325095 -7.00% 55.73 58.36
Facebook Inc cl a 5.40 117715 +24.00% 142.05 0.00
Cbre Group Inc Cl A 5.39 479781 -7.00% 34.79 0.00
Berkshire Hathaway (BRK.B) 5.31 98519 -7.00% 166.68 0.00
Lowe's Companies (LOW) 4.77 179699 -7.00% 82.21 75.98
Middleby Corporation (MIDD) 4.24 96147 -7.00% 136.45 130.11
Walt Disney Company (DIS) 4.17 113959 -8.00% 113.39 106.94
Alphabet Inc Class C cs 3.92 14642 -8.00% 829.53 0.00
MasterCard Incorporated (MA) 3.86 106200 -8.00% 112.47 130.99
CHECK POINT SOFTWARE Technolog Com Stk 3.81 114826 -8.00% 102.66 0.00
Paypal Holdings 3.65 262462 -8.00% 43.02 0.00
Starbucks Corporation (SBUX) 3.56 188805 -7.00% 58.39 57.94
Cognizant Technology Solutions (CTSH) 3.09 160583 -5.00% 59.52 70.05
Stryker Corporation (SYK) 2.09 49065 NEW 131.64 145.75
VMware (VMW) 2.06 69110 NEW 92.14 92.36
Alphabet Inc Class A cs 2.04 7449 -6.00% 847.76 0.00
AmeriGas Partners (APU) 0.11 7045 -13.00% 47.13 45.02
Spectra Energy Partners (SEP) 0.10 7215 -12.00% 43.66 45.29
Tallgrass Energy Partners 0.10 5595 -18.00% 53.26 0.00
Magellan Midstream Partners (MMP) 0.09 3740 -30.00% 77.01 70.62
Brookfield Infrastructure Part 0.08 6501 -12.00% 38.61 0.00
1/100 Berkshire Htwy Cla 100 0.08 100 2500.00 0.00
Duke Energy 0.08 2870 -7.00% 81.88 0.00
Brookfield Ppty Partners L P unit ltd partn 0.08 11160 -32.00% 22.22 0.00
Welltower Inc Com reit 0.08 3605 -28.00% 70.74 0.00
Ventas (VTR) 0.07 3275 -8.00% 65.04 68.08