Banbury Partners as of Sept. 30, 2015
Portfolio Holdings for Banbury Partners
Banbury Partners holds 12 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc D Cl A New | 14.0 | $34M | 193k | 175.85 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 12.1 | $29M | 607k | 48.34 | |
| Cdk Global Inc equities | 11.8 | $29M | 597k | 47.78 | |
| Impax Laboratories | 11.5 | $28M | 788k | 35.21 | |
| Carter's (CRI) | 11.1 | $27M | 295k | 90.64 | |
| Martin Marietta Materials (MLM) | 9.7 | $23M | 154k | 151.95 | |
| Fortune Brands (FBIN) | 8.9 | $22M | 455k | 47.47 | |
| Apple (AAPL) | 6.0 | $15M | 131k | 110.30 | |
| Walgreen Boots Alliance | 5.3 | $13M | 153k | 83.10 | |
| W.R. Grace & Co. | 4.6 | $11M | 119k | 93.05 | |
| Avago Technologies SHS | 2.7 | $6.6M | 53k | 125.00 | |
| Zayo Group Hldgs | 2.3 | $5.5M | 218k | 25.36 |
