Empirical Capital Management as of Dec. 31, 2019
Portfolio Holdings for Empirical Capital Management
Empirical Capital Management holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 10.3 | $8.7M | 60k | 144.63 | |
| Marten Transport (MRTN) | 10.2 | $8.6M | 401k | 21.49 | |
| Callaway Golf Company (MODG) | 10.1 | $8.5M | 402k | 21.20 | |
| Roku (ROKU) | 9.3 | $7.8M | 58k | 133.89 | |
| Chuys Hldgs (CHUY) | 8.7 | $7.3M | 281k | 25.92 | |
| Pinterest Inc Cl A (PINS) | 8.3 | $7.0M | 375k | 18.64 | |
| Ecolab (ECL) | 7.8 | $6.6M | 34k | 192.99 | |
| Comscore | 6.0 | $5.0M | 1.0M | 4.94 | |
| Snap Inc cl a (SNAP) | 4.9 | $4.1M | 250k | 16.33 | |
| Alphabet Inc Class C cs (GOOG) | 4.8 | $4.0M | 3.0k | 1337.00 | |
| J.B. Hunt Transport Services (JBHT) | 4.5 | $3.8M | 32k | 116.77 | |
| 4.3 | $3.7M | 114k | 32.05 | ||
| Rosetta Stone | 3.4 | $2.8M | 157k | 18.14 | |
| Darling International (DAR) | 3.3 | $2.8M | 100k | 28.08 | |
| Amazon (AMZN) | 2.2 | $1.8M | 1.0k | 1848.00 | |
| Corecivic (CXW) | 0.9 | $801k | 46k | 17.37 | |
| Shake Shack Inc cl a (SHAK) | 0.9 | $746k | 13k | 59.55 |
