13D Management as of Dec. 31, 2017
Portfolio Holdings for 13D Management
13D Management holds 34 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology Group | 5.4 | $18M | 840k | 21.47 | |
| Howard Hughes | 4.6 | $16M | 118k | 131.27 | |
| Baxter International (BAX) | 4.4 | $15M | 226k | 64.64 | |
| Cheniere Energy (LNG) | 4.3 | $15M | 271k | 53.84 | |
| Armstrong World Industries (AWI) | 4.2 | $14M | 232k | 60.55 | |
| Hain Celestial (HAIN) | 4.2 | $14M | 332k | 42.39 | |
| Nxp Semiconductors N V (NXPI) | 3.9 | $13M | 113k | 117.09 | |
| Seagate Technology Com Stk | 3.8 | $13M | 308k | 41.84 | |
| Mellanox Technologies | 3.8 | $13M | 196k | 64.70 | |
| Abb (ABBNY) | 3.7 | $12M | 461k | 26.82 | |
| Terex Corporation (TEX) | 3.6 | $12M | 248k | 48.22 | |
| Trinity Industries (TRN) | 3.5 | $12M | 315k | 37.46 | |
| Perrigo Company (PRGO) | 3.5 | $12M | 135k | 87.16 | |
| Welbilt | 3.5 | $12M | 499k | 23.51 | |
| Mednax (MD) | 3.4 | $12M | 215k | 53.44 | |
| Cbre Group Inc Cl A (CBRE) | 3.4 | $12M | 264k | 43.31 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 3.3 | $11M | 1.7M | 6.68 | |
| Alliance Data Systems Corporation (BFH) | 3.1 | $11M | 42k | 253.49 | |
| Deckers Outdoor Corporation (DECK) | 3.1 | $10M | 129k | 80.25 | |
| Sotheby's | 3.0 | $10M | 194k | 51.60 | |
| Pentair cs (PNR) | 2.6 | $8.8M | 124k | 70.62 | |
| Bloomin Brands (BLMN) | 2.5 | $8.5M | 396k | 21.34 | |
| Cars (CARS) | 2.5 | $8.5M | 293k | 28.84 | |
| Automatic Data Processing (ADP) | 2.4 | $8.0M | 68k | 117.20 | |
| Stewart Information Services Corporation (STC) | 2.4 | $8.0M | 188k | 42.30 | |
| Imperva | 2.4 | $7.9M | 199k | 39.70 | |
| Citrix Systems | 2.3 | $7.8M | 89k | 88.00 | |
| Akamai Technologies (AKAM) | 2.1 | $7.2M | 110k | 65.04 | |
| Chipotle Mexican Grill (CMG) | 1.5 | $4.9M | 17k | 289.04 | |
| Manitowoc Co Inc/the (MTW) | 1.5 | $4.9M | 125k | 39.34 | |
| Hertz Global Holdings | 0.6 | $1.9M | 87k | 22.10 | |
| LogMeIn | 0.5 | $1.8M | 16k | 114.52 | |
| Herc Hldgs (HRI) | 0.5 | $1.8M | 29k | 62.62 | |
| Armstrong Flooring (AFIIQ) | 0.3 | $1.2M | 70k | 16.92 |
