Banbury Partners as of Sept. 30, 2017
Portfolio Holdings for Banbury Partners
Banbury Partners holds 15 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Forest City Realty Trust Inc Class A | 9.3 | $38M | 1.5M | 25.51 | |
| Fair Isaac Corporation (FICO) | 8.5 | $35M | 248k | 140.50 | |
| Workday Inc cl a (WDAY) | 7.9 | $32M | 306k | 105.39 | |
| CoreLogic | 7.7 | $31M | 679k | 46.22 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.4 | $30M | 83k | 363.42 | |
| Jeld-wen Hldg (JELD) | 7.3 | $30M | 841k | 35.52 | |
| Lamb Weston Hldgs (LW) | 7.2 | $29M | 625k | 46.89 | |
| SPS Commerce (SPSC) | 7.1 | $29M | 512k | 56.71 | |
| Summit Matls Inc cl a (SUM) | 6.9 | $28M | 875k | 32.03 | |
| Servicemaster Global | 6.6 | $27M | 579k | 46.73 | |
| Envision Healthcare | 6.5 | $27M | 594k | 44.95 | |
| Zayo Group Hldgs | 5.5 | $22M | 650k | 34.42 | |
| Air Products & Chemicals (APD) | 5.5 | $22M | 148k | 151.22 | |
| Herc Hldgs (HRI) | 3.5 | $15M | 295k | 49.13 | |
| Cdk Global Inc equities | 3.1 | $13M | 203k | 63.09 |
