Six Columns Capital as of Sept. 30, 2021
Portfolio Holdings for Six Columns Capital
Six Columns Capital holds 14 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Academy Sports & Outdoor (ASO) | 11.8 | $8.0M | 200k | 40.02 | |
| Aercap Holdings Nv SHS (AER) | 10.9 | $7.4M | 128k | 57.81 | |
| Builders FirstSource (BLDR) | 10.7 | $7.2M | 140k | 51.74 | |
| Lithia Motors (LAD) | 9.3 | $6.3M | 20k | 317.05 | |
| Iheartmedia Com Cl A (IHRT) | 8.5 | $5.8M | 230k | 25.02 | |
| Caesars Entertainment (CZR) | 8.3 | $5.6M | 50k | 112.28 | |
| Rh (RH) | 7.9 | $5.3M | 8.0k | 666.88 | |
| Tempur-Pedic International (TPX) | 7.0 | $4.7M | 102k | 46.41 | |
| Bath & Body Works In (BBWI) | 7.0 | $4.7M | 75k | 63.03 | |
| International Game Technolog Shs Usd (IGT) | 6.2 | $4.2M | 160k | 26.32 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 4.7 | $3.2M | 100k | 31.72 | |
| Centene Corporation (CNC) | 3.7 | $2.5M | 40k | 62.30 | |
| Churchill Downs (CHDN) | 3.5 | $2.4M | 10k | 240.10 | |
| Thomson Reuters Corp. Com New | 0.8 | $552k | 5.0k | 110.40 |
