Banbury Partners as of Sept. 30, 2019
Portfolio Holdings for Banbury Partners
Banbury Partners holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 10.5 | $28M | 68k | 412.12 | |
| Keysight Technologies (KEYS) | 10.2 | $27M | 277k | 97.25 | |
| Clarivate Analytics Plc sn (CLVT) | 10.0 | $27M | 1.6M | 16.87 | |
| Facebook Inc cl a (META) | 9.9 | $26M | 148k | 178.08 | |
| Zoetis Inc Cl A (ZTS) | 8.5 | $23M | 181k | 124.59 | |
| Fidelity National Information Services (FIS) | 8.4 | $22M | 168k | 132.76 | |
| New York Times Company (NYT) | 8.2 | $22M | 760k | 28.48 | |
| LKQ Corporation (LKQ) | 7.7 | $20M | 650k | 31.45 | |
| Cree | 6.4 | $17M | 346k | 49.00 | |
| Palo Alto Networks (PANW) | 6.2 | $16M | 81k | 203.83 | |
| Workday Inc cl a (WDAY) | 4.1 | $11M | 63k | 169.97 | |
| Servicenow (NOW) | 3.9 | $10M | 41k | 253.84 | |
| Carvana Co cl a (CVNA) | 3.0 | $7.8M | 119k | 66.00 | |
| Cargurus (CARG) | 2.6 | $7.0M | 225k | 30.95 | |
| Ss&c Technologies Holding (SSNC) | 0.5 | $1.3M | 25k | 51.56 |
