Cider Mill Investments as of Dec. 31, 2017
Portfolio Holdings for Cider Mill Investments
Cider Mill Investments holds 32 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 |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 6.4 | $16M | 89k | 176.46 | |
| S&p Global (SPGI) | 5.8 | $14M | 84k | 169.40 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.8 | $14M | 43k | 335.96 | |
| Builders FirstSource (BLDR) | 5.2 | $13M | 593k | 21.79 | |
| FleetCor Technologies | 5.1 | $13M | 65k | 192.42 | |
| UnitedHealth (UNH) | 5.0 | $12M | 56k | 220.47 | |
| Bank of America Corporation (BAC) | 4.8 | $12M | 399k | 29.52 | |
| Essent (ESNT) | 4.2 | $10M | 236k | 43.42 | |
| D.R. Horton (DHI) | 4.2 | $10M | 200k | 51.07 | |
| Athene Holding Ltd Cl A | 4.0 | $9.8M | 190k | 51.71 | |
| Century Communities (CCS) | 3.8 | $9.4M | 303k | 31.10 | |
| Gms (GMS) | 3.6 | $9.0M | 238k | 37.64 | |
| Gartner (IT) | 3.4 | $8.3M | 67k | 123.14 | |
| Andeavor | 3.2 | $8.0M | 70k | 114.33 | |
| Delta Air Lines (DAL) | 3.0 | $7.3M | 130k | 56.00 | |
| Evercore Partners (EVR) | 2.8 | $6.9M | 77k | 90.00 | |
| Apple (AAPL) | 2.6 | $6.4M | 38k | 169.24 | |
| Visa (V) | 2.5 | $6.3M | 55k | 114.02 | |
| Berkshire Hathaway (BRK.A) | 2.5 | $6.3M | 21.00 | 297619.05 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $6.2M | 5.9k | 1046.44 | |
| Encana Corp | 1.8 | $4.4M | 331k | 13.33 | |
| Wpx Energy | 1.8 | $4.4M | 311k | 14.07 | |
| MasterCard Incorporated (MA) | 1.8 | $4.3M | 29k | 151.36 | |
| Rsp Permian | 1.8 | $4.3M | 107k | 40.68 | |
| Parsley Energy Inc-class A | 1.8 | $4.4M | 148k | 29.44 | |
| Pioneer Natural Resources (PXD) | 1.7 | $4.3M | 25k | 172.86 | |
| Hldgs (UAL) | 1.6 | $4.0M | 59k | 67.41 | |
| Transunion (TRU) | 1.6 | $3.9M | 70k | 54.96 | |
| Cme (CME) | 1.5 | $3.8M | 26k | 146.06 | |
| Berkshire Hathaway (BRK.B) | 1.5 | $3.6M | 18k | 198.21 | |
| Bbx Capital | 1.4 | $3.5M | 441k | 7.97 | |
| American Airls (AAL) | 1.2 | $3.0M | 58k | 52.02 |
