Pagoda Asset Management as of Sept. 30, 2017
Portfolio Holdings for Pagoda Asset Management
Pagoda Asset Management holds 17 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DISH Network | 25.8 | $86M | 1.6M | 54.23 | |
| KAR Auction Services (KAR) | 7.9 | $26M | 550k | 47.74 | |
| Baidu (BIDU) | 7.8 | $26M | 105k | 247.69 | |
| Amdocs Ltd ord (DOX) | 7.7 | $26M | 402k | 64.32 | |
| eBay (EBAY) | 7.6 | $25M | 661k | 38.46 | |
| Expedia (EXPE) | 6.7 | $22M | 155k | 143.94 | |
| La Quinta Holdings | 6.4 | $21M | 1.2M | 17.50 | |
| Hyatt Hotels Corporation (H) | 5.0 | $17M | 268k | 61.79 | |
| Alibaba Group Holding (BABA) | 4.0 | $13M | 78k | 172.71 | |
| Live Nation Entertainment (LYV) | 3.5 | $12M | 271k | 43.55 | |
| Royal Caribbean Cruises (RCL) | 3.4 | $12M | 97k | 118.54 | |
| Facebook Inc cl a (META) | 3.0 | $9.9M | 58k | 170.87 | |
| Carnival Corporation (CCL) | 2.9 | $9.8M | 152k | 64.57 | |
| Servicemaster Global | 2.8 | $9.4M | 201k | 46.73 | |
| Group 1 Automotive (GPI) | 2.6 | $8.6M | 119k | 72.46 | |
| Dave & Buster's Entertainmnt (PLAY) | 2.1 | $7.1M | 135k | 52.48 | |
| Echostar Corporation (SATS) | 0.7 | $2.4M | 43k | 57.23 |
