Bay Street Capital Partners as of Dec. 31, 2017
Portfolio Holdings for Bay Street Capital Partners
Bay Street Capital Partners holds 21 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ecolab (ECL) | 14.6 | $13M | 100k | 134.18 | |
| Agrium | 8.8 | $8.1M | 70k | 115.00 | |
| Monsanto Company | 7.9 | $7.3M | 63k | 116.78 | |
| Republic Services (RSG) | 7.3 | $6.8M | 100k | 67.61 | |
| Hexcel Corporation (HXL) | 6.7 | $6.2M | 100k | 61.85 | |
| Bunge | 4.9 | $4.5M | 68k | 67.08 | |
| FedEx Corporation (FDX) | 4.8 | $4.4M | 18k | 249.54 | |
| Sherwin-Williams Company (SHW) | 4.7 | $4.3M | 11k | 410.00 | |
| Celanese Corporation (CE) | 4.1 | $3.7M | 35k | 107.09 | |
| Platform Specialty Prods Cor | 4.0 | $3.7M | 375k | 9.92 | |
| W.R. Grace & Co. | 4.0 | $3.7M | 53k | 70.13 | |
| General Electric Company | 3.8 | $3.5M | 200k | 17.45 | |
| Alaska Air (ALK) | 3.3 | $3.0M | 41k | 73.51 | |
| Southwest Airlines (LUV) | 3.3 | $3.0M | 46k | 65.46 | |
| Green Plains Renewable Energy (GPRE) | 3.2 | $2.9M | 90k | 32.24 | |
| FMC Corporation (FMC) | 2.9 | $2.6M | 28k | 94.64 | |
| Flowserve Corporation (FLS) | 2.9 | $2.6M | 63k | 42.13 | |
| Waste Connections (WCN) | 2.5 | $2.3M | 33k | 70.95 | |
| Canadian Pacific Railway | 2.5 | $2.3M | 13k | 182.80 | |
| Mosaic (MOS) | 1.9 | $1.8M | 70k | 25.66 | |
| AGCO Corporation (AGCO) | 1.9 | $1.8M | 25k | 71.44 |
