Isomer Partners

Isomer Partners as of Sept. 30, 2019

Portfolio Holdings for Isomer Partners

Isomer Partners holds 11 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nexstar Broadcasting (NXST) 20.7 $64M 625k 102.31
Wix (WIX) 18.9 $58M 500k 116.74
Liberty Broadband Cl C (LBRDK) 11.3 $35M 335k 104.67
Snap Inc cl a (SNAP) 9.8 $31M 1.9M 15.80
Broadcom (AVGO) 8.6 $27M 97k 276.07
Nutanix Inc cl a (NTNX) 8.5 $26M 1.0M 26.25
At Home Group 7.8 $24M 2.5M 9.62
CBS Corporation 3.9 $12M 300k 40.37
Greensky Inc Class A 3.9 $12M 1.8M 6.84
Uniti Group Inc Com reit (UNIT) 3.5 $11M 1.4M 7.76
Noodles & Co (NDLS) 3.1 $9.6M 1.7M 5.66