13D Management as of Sept. 30, 2017
Portfolio Holdings for 13D Management
13D Management holds 29 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 |
|---|---|---|---|---|---|
| Marvell Technology Group | 7.0 | $19M | 1.0M | 17.90 | |
| Baxter International (BAX) | 5.2 | $14M | 217k | 62.75 | |
| Howard Hughes | 5.1 | $13M | 113k | 117.93 | |
| Terex Corporation (TEX) | 5.0 | $13M | 294k | 45.02 | |
| Nxp Semiconductors N V (NXPI) | 4.7 | $12M | 108k | 113.09 | |
| Cheniere Energy (LNG) | 4.5 | $12M | 260k | 45.04 | |
| Armstrong World Industries (AWI) | 4.3 | $11M | 223k | 51.25 | |
| Deckers Outdoor Corporation (DECK) | 4.2 | $11M | 163k | 68.41 | |
| Welbilt | 4.2 | $11M | 479k | 23.05 | |
| Gigamon | 4.2 | $11M | 261k | 42.15 | |
| Perrigo Company (PRGO) | 4.2 | $11M | 129k | 84.65 | |
| Abb (ABBNY) | 4.2 | $11M | 442k | 24.75 | |
| Imperva | 4.1 | $11M | 250k | 43.40 | |
| Hain Celestial (HAIN) | 4.1 | $11M | 263k | 41.15 | |
| Mondelez Int (MDLZ) | 3.9 | $10M | 253k | 40.66 | |
| Seagate Technology Com Stk | 3.7 | $9.8M | 295k | 33.17 | |
| Trinity Industries (TRN) | 3.7 | $9.6M | 302k | 31.90 | |
| Cbre Group Inc Cl A (CBRE) | 3.6 | $9.6M | 253k | 37.88 | |
| Alliance Data Systems Corporation (BFH) | 3.4 | $8.9M | 40k | 221.54 | |
| Pentair cs (PNR) | 3.1 | $8.1M | 119k | 67.96 | |
| Automatic Data Processing (ADP) | 2.7 | $7.2M | 66k | 109.31 | |
| Citrix Systems | 2.5 | $6.6M | 86k | 76.82 | |
| Buffalo Wild Wings | 2.4 | $6.2M | 59k | 105.69 | |
| Sotheby's | 2.3 | $6.0M | 130k | 46.11 | |
| Manitowoc Company | 1.6 | $4.3M | 477k | 9.00 | |
| Hertz Global Holdings | 0.7 | $1.9M | 83k | 22.36 | |
| LogMeIn | 0.6 | $1.7M | 15k | 110.05 | |
| Herc Hldgs (HRI) | 0.5 | $1.4M | 28k | 49.12 | |
| Armstrong Flooring (AFIIQ) | 0.4 | $1.1M | 67k | 15.75 |
