Banbury Partners as of Dec. 31, 2017
Portfolio Holdings for Banbury Partners
Banbury Partners holds 17 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Forest City Realty Trust Inc Class A | 10.2 | $41M | 1.7M | 24.10 | |
| Jeld-wen Hldg (JELD) | 9.7 | $39M | 1.0M | 39.37 | |
| Workday Inc cl a (WDAY) | 8.0 | $33M | 322k | 101.74 | |
| Summit Matls Inc cl a | 7.5 | $31M | 973k | 31.44 | |
| CoreLogic | 6.8 | $28M | 601k | 46.21 | |
| Air Products & Chemicals (APD) | 6.8 | $28M | 169k | 164.08 | |
| Zayo Group Hldgs | 6.7 | $27M | 739k | 36.80 | |
| Fair Isaac Corporation (FICO) | 6.6 | $27M | 174k | 153.20 | |
| Cdk Global Inc equities | 6.1 | $25M | 349k | 71.28 | |
| Servicemaster Global | 5.6 | $23M | 447k | 51.27 | |
| Lamb Weston Hldgs (LW) | 5.1 | $21M | 369k | 56.45 | |
| Itron (ITRI) | 4.5 | $19M | 272k | 68.20 | |
| Amer (UHAL) | 4.5 | $18M | 48k | 377.92 | |
| Cott Corp | 4.1 | $17M | 1.0M | 16.66 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.3 | $13M | 40k | 335.97 | |
| Investors Ban | 3.3 | $13M | 966k | 13.88 | |
| Kearny Finl Corp Md (KRNY) | 1.2 | $5.0M | 345k | 14.45 |
