13D Management as of March 31, 2018
Portfolio Holdings for 13D Management
13D Management holds 32 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology Group | 5.4 | $20M | 929k | 21.00 | |
| Mellanox Technologies | 5.4 | $20M | 268k | 72.85 | |
| Howard Hughes | 5.0 | $18M | 131k | 139.13 | |
| Mednax (MD) | 4.6 | $17M | 301k | 55.63 | |
| Cheniere Energy (LNG) | 4.4 | $16M | 300k | 53.45 | |
| Seagate Technology Com Stk | 4.4 | $16M | 269k | 58.52 | |
| Trinity Industries (TRN) | 4.1 | $15M | 449k | 32.63 | |
| Bloomin Brands (BLMN) | 4.0 | $14M | 592k | 24.28 | |
| Akamai Technologies (AKAM) | 3.9 | $14M | 197k | 70.98 | |
| Baxter International (BAX) | 3.6 | $13M | 200k | 65.04 | |
| Autoliv (ALV) | 3.5 | $13M | 87k | 145.94 | |
| Perrigo Company (PRGO) | 3.5 | $12M | 149k | 83.34 | |
| Abb (ABBNY) | 3.4 | $12M | 509k | 23.74 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 3.3 | $12M | 1.9M | 6.40 | |
| Automatic Data Processing (ADP) | 3.3 | $12M | 104k | 113.48 | |
| Newell Rubbermaid (NWL) | 3.2 | $12M | 456k | 25.48 | |
| Armstrong World Industries (AWI) | 3.1 | $11M | 200k | 56.30 | |
| Sotheby's | 3.0 | $11M | 215k | 51.31 | |
| Welbilt | 3.0 | $11M | 552k | 19.45 | |
| Cbre Group Inc Cl A (CBRE) | 2.9 | $11M | 224k | 47.22 | |
| Terex Corporation (TEX) | 2.8 | $10M | 274k | 37.41 | |
| Alliance Data Systems Corporation (BFH) | 2.7 | $9.8M | 46k | 212.86 | |
| Imperva | 2.6 | $9.5M | 220k | 43.30 | |
| Chipotle Mexican Grill (CMG) | 2.6 | $9.4M | 29k | 323.13 | |
| Pentair cs (PNR) | 2.6 | $9.3M | 137k | 68.13 | |
| Hain Celestial (HAIN) | 2.5 | $9.2M | 286k | 32.07 | |
| Cars (CARS) | 2.5 | $9.2M | 324k | 28.33 | |
| Citrix Systems | 2.5 | $9.2M | 99k | 92.80 | |
| Herc Hldgs (HRI) | 0.6 | $2.1M | 32k | 64.96 | |
| LogMeIn | 0.6 | $2.0M | 17k | 115.53 | |
| Hertz Global Holdings | 0.5 | $1.9M | 96k | 19.85 | |
| Armstrong Flooring (AFIIQ) | 0.3 | $1.1M | 77k | 13.58 |
