Chescapmanager as of Dec. 31, 2018
Portfolio Holdings for Chescapmanager
Chescapmanager holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cronos Group (CRON) | 22.6 | $94M | 9.0M | 10.39 | |
| Amazon (AMZN) | 6.9 | $29M | 19k | 1501.95 | |
| MGM Resorts International. (MGM) | 5.7 | $23M | 966k | 24.26 | |
| Alphabet Inc Class A cs (GOOGL) | 5.5 | $23M | 22k | 1044.95 | |
| Bristol Myers Squibb (BMY) | 4.5 | $19M | 362k | 51.98 | |
| Vail Resorts (MTN) | 4.3 | $18M | 85k | 210.82 | |
| Willscot Corp | 4.2 | $17M | 1.8M | 9.42 | |
| Dollar Tree (DLTR) | 4.2 | $17M | 191k | 90.32 | |
| Nomad Foods (NOMD) | 3.9 | $16M | 966k | 16.72 | |
| Cara Therapeutics (CARA) | 3.8 | $16M | 1.2M | 13.00 | |
| Allergan | 3.6 | $15M | 111k | 133.66 | |
| Eagle Materials (EXP) | 3.5 | $15M | 241k | 61.03 | |
| Martin Marietta Materials (MLM) | 3.1 | $13M | 75k | 171.87 | |
| Six Flags Entertainment (SIX) | 2.9 | $12M | 214k | 55.63 | |
| Nxp Semiconductors N V (NXPI) | 2.8 | $12M | 160k | 73.28 | |
| Theravance Biopharma (TBPH) | 2.6 | $11M | 415k | 25.59 | |
| Shire | 2.2 | $9.3M | 53k | 174.04 | |
| Cigna Corp (CI) | 1.9 | $8.0M | 42k | 189.93 | |
| Alibaba Group Holding (BABA) | 1.9 | $7.9M | 58k | 137.08 | |
| Broadcom (AVGO) | 1.8 | $7.6M | 30k | 254.27 | |
| Nielsen Hldgs Plc Shs Eur | 1.8 | $7.6M | 326k | 23.33 | |
| Newell Rubbermaid (NWL) | 1.5 | $6.1M | 327k | 18.59 | |
| Penn National Gaming (PENN) | 1.2 | $5.0M | 264k | 18.83 | |
| At&t (T) | 1.1 | $4.4M | 156k | 28.54 | |
| Caesars Entertainment | 0.8 | $3.2M | 478k | 6.79 | |
| Coca Cola European Partners (CCEP) | 0.7 | $2.8M | 61k | 45.84 | |
| Servicemaster Global | 0.5 | $2.2M | 61k | 36.73 | |
| DISH Network | 0.4 | $1.7M | 70k | 24.97 |
