Banbury Partners as of Dec. 31, 2018
Portfolio Holdings for Banbury Partners
Banbury Partners holds 17 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zoetis Inc Cl A (ZTS) | 8.6 | $28M | 324k | 85.54 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 8.1 | $26M | 92k | 284.97 | |
| Servicemaster Global | 7.4 | $24M | 651k | 36.74 | |
| New York Times Company (NYT) | 7.1 | $23M | 1.0M | 22.29 | |
| Fair Isaac Corporation (FICO) | 7.0 | $22M | 120k | 187.00 | |
| Ss&c Technologies Holding (SSNC) | 6.9 | $22M | 497k | 45.11 | |
| Copart (CPRT) | 6.6 | $21M | 446k | 47.78 | |
| Cargurus (CARG) | 6.5 | $21M | 624k | 33.73 | |
| Pivotal Software Inc ordinary shares | 6.5 | $21M | 1.3M | 16.35 | |
| Cott Corp | 6.2 | $20M | 1.4M | 13.94 | |
| Keysight Technologies (KEYS) | 6.0 | $19M | 313k | 62.08 | |
| Cree | 5.8 | $19M | 435k | 42.78 | |
| Workday Inc cl a (WDAY) | 4.8 | $16M | 98k | 159.68 | |
| Servicenow (NOW) | 4.1 | $13M | 75k | 178.04 | |
| Air Products & Chemicals (APD) | 3.7 | $12M | 74k | 160.05 | |
| Carvana Co cl a (CVNA) | 2.8 | $9.1M | 278k | 32.71 | |
| Investors Ban | 1.9 | $6.0M | 580k | 10.40 |
