black-and-white Capital as of Dec. 31, 2017
Portfolio Holdings for black-and-white Capital
black-and-white Capital holds 23 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 |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 12.7 | $83M | 906k | 91.59 | |
| Etsy (ETSY) | 11.7 | $76M | 3.7M | 20.45 | |
| Dycom Industries (DY) | 11.5 | $75M | 675k | 111.43 | |
| Alphabet Inc Class A cs (GOOGL) | 8.1 | $53M | 50k | 1053.40 | |
| Amazon (AMZN) | 7.2 | $47M | 40k | 1169.48 | |
| Activision Blizzard | 5.0 | $33M | 520k | 63.32 | |
| Netflix (NFLX) | 5.0 | $33M | 170k | 191.96 | |
| Cintas Corporation (CTAS) | 4.9 | $32M | 206k | 155.83 | |
| Western Digital (WDC) | 4.6 | $30M | 375k | 79.53 | |
| Match | 4.6 | $30M | 950k | 31.31 | |
| Zynga | 3.7 | $24M | 6.0M | 4.00 | |
| Cornerstone Ondemand | 3.2 | $21M | 600k | 35.33 | |
| Facebook Inc cl a (META) | 2.7 | $18M | 100k | 176.46 | |
| Lendingclub | 2.5 | $16M | 3.9M | 4.13 | |
| Square Inc cl a (SQ) | 2.1 | $14M | 400k | 34.67 | |
| Albemarle Corporation (ALB) | 1.8 | $12M | 90k | 127.89 | |
| Arris | 1.6 | $10M | 400k | 25.69 | |
| Hortonworks | 1.5 | $10M | 500k | 20.11 | |
| Seagate Technology Com Stk | 1.3 | $8.4M | 200k | 41.84 | |
| Live Nation Entertainment (LYV) | 1.2 | $8.1M | 190k | 42.57 | |
| FleetCor Technologies | 1.2 | $7.7M | 40k | 192.42 | |
| Corning Incorporated (GLW) | 1.0 | $6.4M | 200k | 31.99 | |
| Kroger (KR) | 0.8 | $5.5M | 200k | 27.45 |
