Delta Partners as of Dec. 31, 2017
Portfolio Holdings for Delta Partners
Delta Partners holds 10 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 |
|---|---|---|---|---|---|
| Hertz Global Holdings | 32.6 | $16M | 711k | 22.10 | |
| Baidu (BIDU) | 12.2 | $5.9M | 25k | 234.21 | |
| Phillips 66 (PSX) | 10.0 | $4.8M | 48k | 101.15 | |
| Bank of New York Mellon Corporation (BK) | 9.4 | $4.5M | 84k | 53.86 | |
| Shire | 8.8 | $4.2M | 27k | 155.13 | |
| Good Times Restaurants (GTIM) | 7.7 | $3.7M | 1.4M | 2.65 | |
| Verisign (VRSN) | 7.0 | $3.4M | 29k | 114.43 | |
| Gulfport Energy Corporation | 5.0 | $2.4M | 188k | 12.76 | |
| Pdc Energy | 4.6 | $2.2M | 43k | 51.54 | |
| Marriott International (MAR) | 2.7 | $1.3M | 9.7k | 135.77 |
