Anavon Capital as of Sept. 30, 2018
Portfolio Holdings for Anavon Capital
Anavon Capital holds 11 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allergan | 18.3 | $20M | 106k | 190.48 | |
| Interactive Brokers (IBKR) | 13.7 | $15M | 273k | 55.31 | |
| Spirit AeroSystems Holdings (SPR) | 11.5 | $13M | 139k | 91.67 | |
| Discovery Communications | 10.8 | $12M | 370k | 32.00 | |
| Sony Corporation (SONY) | 10.6 | $12M | 192k | 60.65 | |
| Arconic | 7.7 | $8.4M | 384k | 22.01 | |
| Constellation Brands (STZ) | 7.7 | $8.4M | 39k | 215.63 | |
| Cars (CARS) | 7.6 | $8.3M | 301k | 27.61 | |
| Shutterfly | 7.1 | $7.8M | 118k | 65.89 | |
| Electronic Arts (EA) | 5.1 | $5.6M | 46k | 120.50 | |
| Kroton Educacional-spons | 0.0 | $24k | 8.9k | 2.70 |
