Banbury Partners as of March 31, 2020
Portfolio Holdings for Banbury Partners
Banbury Partners holds 12 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fair Isaac Corporation (FICO) | 13.5 | $21M | 68k | 307.69 | |
Facebook Inc cl a (META) | 11.1 | $17M | 103k | 166.80 | |
Black Knight | 11.1 | $17M | 296k | 58.06 | |
FleetCor Technologies | 10.9 | $17M | 90k | 186.54 | |
New York Times Company (NYT) | 10.1 | $16M | 508k | 30.71 | |
Charter Communications Inc New Cl A cl a (CHTR) | 9.4 | $15M | 33k | 436.32 | |
Clarivate Analytics Plc sn (CLVT) | 9.3 | $14M | 694k | 20.75 | |
RealPage | 7.7 | $12M | 225k | 52.93 | |
Ss&c Technologies Holding (SSNC) | 5.7 | $8.8M | 201k | 43.82 | |
Fidelity National Information Services (FIS) | 5.2 | $8.0M | 66k | 121.64 | |
Copart (CPRT) | 3.4 | $5.3M | 77k | 68.52 | |
Cae (CAE) | 2.5 | $3.9M | 305k | 12.65 |