Pagoda Asset Management as of Dec. 31, 2017
Portfolio Holdings for Pagoda Asset Management
Pagoda Asset Management holds 24 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 |
|---|---|---|---|---|---|
| Hyatt Hotels Corporation (H) | 9.6 | $30M | 407k | 73.54 | |
| La Quinta Holdings | 9.3 | $29M | 1.6M | 18.46 | |
| DISH Network | 9.2 | $29M | 600k | 47.75 | |
| Verizon Communications (VZ) | 7.2 | $23M | 425k | 52.93 | |
| KAR Auction Services (KAR) | 6.6 | $21M | 409k | 50.51 | |
| Amdocs Ltd ord (DOX) | 5.9 | $18M | 281k | 65.48 | |
| Microsoft Corporation (MSFT) | 4.5 | $14M | 165k | 85.54 | |
| Wright Express (WEX) | 4.3 | $14M | 96k | 141.23 | |
| Lamar Advertising Co-a (LAMR) | 4.2 | $13M | 177k | 74.24 | |
| Tapestry (TPR) | 4.1 | $13M | 289k | 44.23 | |
| Amazon (AMZN) | 3.9 | $12M | 10k | 1169.48 | |
| Texas Roadhouse (TXRH) | 3.9 | $12M | 231k | 52.68 | |
| 3.8 | $12M | 494k | 24.01 | ||
| Nexstar Broadcasting (NXST) | 3.5 | $11M | 137k | 78.20 | |
| Qorvo (QRVO) | 3.1 | $9.6M | 144k | 66.60 | |
| Under Armour (UAA) | 2.6 | $8.1M | 565k | 14.43 | |
| FleetCor Technologies | 2.4 | $7.5M | 39k | 192.43 | |
| Host Hotels & Resorts (HST) | 2.2 | $6.8M | 342k | 19.85 | |
| Shake Shack Inc cl a (SHAK) | 2.1 | $6.5M | 149k | 43.20 | |
| Darden Restaurants (DRI) | 1.9 | $5.8M | 61k | 96.03 | |
| Echostar Corporation (SATS) | 1.8 | $5.4M | 91k | 59.90 | |
| Delta Air Lines (DAL) | 1.7 | $5.3M | 94k | 56.00 | |
| Lowe's Companies (LOW) | 1.2 | $3.7M | 40k | 92.94 | |
| Hanesbrands (HBI) | 1.1 | $3.5M | 168k | 20.91 |
