Billings Capital Management as of June 30, 2020
Portfolio Holdings for Billings Capital Management
Billings Capital Management holds 12 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 24.1 | $18M | 43k | 419.00 | |
| MasTec (MTZ) | 11.9 | $8.9M | 198k | 44.87 | |
| Nexstar Media Group Cl A (NXST) | 11.1 | $8.3M | 99k | 83.69 | |
| Frontdoor (FTDR) | 10.1 | $7.5M | 170k | 44.33 | |
| Stifel Financial (SF) | 9.1 | $6.8M | 143k | 47.43 | |
| Allegiant Travel Company (ALGT) | 7.5 | $5.6M | 51k | 109.20 | |
| Insperity (NSP) | 6.1 | $4.5M | 70k | 64.73 | |
| CarMax (KMX) | 6.0 | $4.5M | 50k | 89.56 | |
| Korn Ferry Com New (KFY) | 4.7 | $3.5M | 113k | 30.73 | |
| Capital One Financial (COF) | 4.2 | $3.1M | 50k | 62.60 | |
| Floor & Decor Hldgs Cl A (FND) | 3.5 | $2.6M | 45k | 57.64 | |
| Bank of America Corporation (BAC) | 1.6 | $1.2M | 50k | 23.75 |
