Banbury Partners as of June 30, 2017
Portfolio Holdings for Banbury Partners
Banbury Partners holds 15 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Envision Healthcare | 8.9 | $37M | 597k | 62.67 | |
| Cdk Global Inc equities | 7.4 | $31M | 502k | 62.06 | |
| CoreLogic | 7.3 | $31M | 711k | 43.38 | |
| SPS Commerce (SPSC) | 7.3 | $31M | 483k | 63.76 | |
| Fair Isaac Corporation (FICO) | 7.1 | $30M | 216k | 139.41 | |
| Forest City Realty Trust Inc Class A | 7.1 | $30M | 1.2M | 24.17 | |
| Servicemaster Global | 6.9 | $29M | 740k | 39.19 | |
| Air Products & Chemicals (APD) | 6.9 | $29M | 202k | 143.06 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.8 | $29M | 85k | 336.85 | |
| Lamb Weston Hldgs (LW) | 6.5 | $27M | 623k | 44.04 | |
| Workday Inc cl a (WDAY) | 6.4 | $27M | 279k | 97.00 | |
| Paypal Holdings (PYPL) | 6.1 | $26M | 478k | 53.67 | |
| Dollar Tree (DLTR) | 6.0 | $25M | 361k | 69.92 | |
| Herc Hldgs (HRI) | 4.8 | $20M | 514k | 39.32 | |
| Jeld-wen Hldg (JELD) | 4.6 | $20M | 600k | 32.46 |
