Banbury Partners as of March 31, 2017
Portfolio Holdings for Banbury Partners
Banbury Partners holds 16 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Envision Healthcare | 10.7 | $38M | 621k | 61.32 | |
| Workday Inc cl a (WDAY) | 7.5 | $27M | 319k | 83.28 | |
| Servicemaster Global | 7.3 | $26M | 622k | 41.75 | |
| Lamb Weston Hldgs (LW) | 7.2 | $26M | 606k | 42.06 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.1 | $25M | 77k | 327.32 | |
| Dollar Tree (DLTR) | 6.9 | $25M | 313k | 78.46 | |
| SPS Commerce (SPSC) | 6.3 | $22M | 381k | 58.49 | |
| New Relic | 5.9 | $21M | 565k | 37.07 | |
| Cdk Global Inc equities | 5.8 | $21M | 316k | 65.01 | |
| Paypal Holdings (PYPL) | 5.6 | $20M | 463k | 43.02 | |
| Forest City Realty Trust Inc Class A | 5.6 | $20M | 911k | 21.78 | |
| Air Products & Chemicals (APD) | 5.5 | $20M | 144k | 135.29 | |
| Fair Isaac Corporation (FICO) | 5.2 | $19M | 144k | 128.95 | |
| Carter's (CRI) | 5.0 | $18M | 197k | 89.80 | |
| Fortune Brands (FBIN) | 4.3 | $15M | 253k | 60.85 | |
| Herc Hldgs (HRI) | 4.0 | $14M | 289k | 48.89 |
