Banbury Partners as of Dec. 31, 2019
Portfolio Holdings for Banbury Partners
Banbury Partners holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clarivate Analytics Plc sn (CLVT) | 8.9 | $30M | 1.8M | 16.80 | |
| Churchill Downs (CHDN) | 8.7 | $29M | 211k | 137.20 | |
| Servicenow (NOW) | 8.7 | $29M | 102k | 282.32 | |
| Keysight Technologies (KEYS) | 8.6 | $29M | 280k | 102.63 | |
| Fidelity National Information Services (FIS) | 8.4 | $28M | 200k | 139.09 | |
| Nike (NKE) | 8.1 | $27M | 267k | 101.31 | |
| Facebook Inc cl a (META) | 7.7 | $26M | 124k | 205.25 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.2 | $24M | 49k | 485.07 | |
| Black Knight | 6.5 | $22M | 335k | 64.48 | |
| Palo Alto Networks (PANW) | 5.9 | $20M | 85k | 231.25 | |
| New York Times Company (NYT) | 5.5 | $18M | 566k | 32.17 | |
| LKQ Corporation (LKQ) | 4.8 | $16M | 452k | 35.70 | |
| Ss&c Technologies Holding (SSNC) | 4.2 | $14M | 231k | 61.40 | |
| Fair Isaac Corporation (FICO) | 2.2 | $7.5M | 20k | 374.70 | |
| Workday Inc cl a (WDAY) | 1.9 | $6.2M | 38k | 164.45 | |
| Carvana Co cl a (CVNA) | 1.5 | $4.9M | 53k | 92.05 | |
| Cree | 1.4 | $4.6M | 99k | 46.15 |
