13D Management as of Dec. 31, 2016
Portfolio Holdings for 13D Management
13D Management holds 32 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology Group | 6.8 | $17M | 1.2M | 13.87 | |
| Hd Supply | 5.3 | $13M | 306k | 42.51 | |
| Brink's Company (BCO) | 5.1 | $13M | 304k | 41.25 | |
| Howard Hughes | 5.1 | $12M | 108k | 114.10 | |
| Mondelez Int (MDLZ) | 4.4 | $11M | 242k | 44.33 | |
| Pandora Media | 4.3 | $11M | 811k | 13.04 | |
| Air Products & Chemicals (APD) | 4.2 | $10M | 72k | 143.81 | |
| Baxter International (BAX) | 3.9 | $9.4M | 212k | 44.34 | |
| Imperva | 3.8 | $9.2M | 240k | 38.40 | |
| Alliance Data Systems Corporation (BFH) | 3.7 | $9.1M | 40k | 228.49 | |
| Abb (ABBNY) | 3.7 | $9.1M | 430k | 21.07 | |
| Armstrong World Industries (AWI) | 3.6 | $8.9M | 213k | 41.80 | |
| Terex Corporation (TEX) | 3.6 | $8.9M | 281k | 31.53 | |
| Manitowoc Foodservice | 3.6 | $8.9M | 458k | 19.33 | |
| Cheniere Energy (LNG) | 3.4 | $8.2M | 197k | 41.43 | |
| Trinity Industries (TRN) | 3.3 | $8.0M | 289k | 27.76 | |
| Stewart Information Services Corporation (STC) | 3.3 | $8.0M | 173k | 46.08 | |
| Perrigo Company (PRGO) | 3.2 | $7.9M | 95k | 83.23 | |
| Cbre Group Inc Cl A (CBRE) | 3.1 | $7.6M | 242k | 31.49 | |
| Citrix Systems | 3.1 | $7.5M | 84k | 89.31 | |
| ConAgra Foods (CAG) | 3.0 | $7.3M | 185k | 39.55 | |
| Buffalo Wild Wings | 2.7 | $6.6M | 43k | 154.40 | |
| Pentair cs (PNR) | 2.6 | $6.4M | 114k | 56.07 | |
| Chipotle Mexican Grill (CMG) | 2.5 | $6.1M | 16k | 377.33 | |
| Fox News | 2.4 | $6.0M | 218k | 27.25 | |
| Sotheby's | 2.0 | $5.0M | 126k | 39.86 | |
| Manitowoc Company | 1.1 | $2.7M | 457k | 5.98 | |
| Lamb Weston Hldgs (LW) | 0.9 | $2.3M | 60k | 37.85 | |
| Hertz Global Holdings | 0.7 | $1.7M | 80k | 21.56 | |
| Armstrong Flooring (AFIIQ) | 0.5 | $1.3M | 67k | 19.91 | |
| Herc Hldgs (HRI) | 0.4 | $1.1M | 27k | 40.17 | |
| Versum Matls | 0.4 | $1.0M | 36k | 28.06 |
