Banbury Partners as of March 31, 2019
Portfolio Holdings for Banbury Partners
Banbury Partners holds 16 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 9.8 | $34M | 124k | 271.63 | |
| Ss&c Technologies Holding (SSNC) | 7.0 | $24M | 381k | 63.69 | |
| Pivotal Software Inc ordinary shares | 7.0 | $24M | 1.2M | 20.85 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.7 | $23M | 67k | 346.91 | |
| Cargurus (CARG) | 6.7 | $23M | 582k | 40.06 | |
| Insulet Corporation (PODD) | 6.7 | $23M | 242k | 95.09 | |
| Servicenow (NOW) | 6.5 | $23M | 92k | 246.49 | |
| Zoetis Inc Cl A (ZTS) | 6.5 | $22M | 222k | 100.67 | |
| Keysight Technologies (KEYS) | 6.3 | $22M | 250k | 87.20 | |
| Workday Inc cl a (WDAY) | 6.1 | $21M | 109k | 192.85 | |
| Copart (CPRT) | 6.1 | $21M | 348k | 60.59 | |
| New York Times Company (NYT) | 5.6 | $19M | 590k | 32.85 | |
| Carvana Co cl a (CVNA) | 5.5 | $19M | 327k | 58.06 | |
| Cott Corp | 5.2 | $18M | 1.2M | 14.61 | |
| Servicemaster Global | 4.5 | $16M | 337k | 46.70 | |
| Cree | 3.8 | $13M | 231k | 57.22 |
