Isomer Partners as of Dec. 31, 2018
Portfolio Holdings for Isomer Partners
Isomer Partners holds 15 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 |
|---|---|---|---|---|---|
| Wix (WIX) | 19.7 | $33M | 360k | 90.34 | |
| At Home Group | 16.9 | $28M | 1.5M | 18.66 | |
| Nexstar Broadcasting (NXST) | 15.2 | $25M | 320k | 78.64 | |
| Liberty Broadband Cl C (LBRDK) | 10.9 | $18M | 250k | 72.03 | |
| Broadcom (AVGO) | 9.3 | $15M | 60k | 254.27 | |
| Snap Inc cl a (SNAP) | 4.0 | $6.6M | 1.2M | 5.51 | |
| Square Inc cl a (XYZ) | 3.9 | $6.5M | 116k | 56.09 | |
| Pandora Media | 3.4 | $5.7M | 700k | 8.09 | |
| Dollar General (DG) | 3.3 | $5.4M | 50k | 108.08 | |
| Coty Inc Cl A (COTY) | 3.0 | $4.9M | 750k | 6.56 | |
| Xpo Logistics Inc equity (XPO) | 2.6 | $4.3M | 75k | 57.04 | |
| Scientific Games (LNW) | 2.5 | $4.1M | 230k | 17.88 | |
| Gci Liberty Incorporated | 2.2 | $3.6M | 87k | 41.15 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.9 | $3.1M | 85k | 36.98 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.2 | $2.0M | 55k | 36.78 |
