SkyTop Capital Management as of March 31, 2016
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 20 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interxion Holding | 14.7 | $17M | 491k | 34.58 | |
| Equinix (EQIX) | 14.3 | $17M | 50k | 330.72 | |
| Liberty Global Inc C | 9.2 | $11M | 285k | 37.56 | |
| First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) | 6.3 | $7.3M | 199k | 36.74 | |
| Macy's (M) | 5.6 | $6.5M | 148k | 44.09 | |
| Allison Transmission Hldngs I (ALSN) | 5.3 | $6.1M | 228k | 26.98 | |
| Constellium Holdco B V cl a | 4.9 | $5.7M | 1.1M | 5.19 | |
| Interactive Brokers (IBKR) | 4.4 | $5.1M | 131k | 39.32 | |
| Nexstar Broadcasting (NXST) | 4.4 | $5.1M | 115k | 44.27 | |
| Liberty Global Inc Com Ser A | 3.9 | $4.5M | 117k | 38.50 | |
| Ferroglobe (GSM) | 3.9 | $4.5M | 512k | 8.81 | |
| Orbital Atk | 3.8 | $4.3M | 50k | 86.94 | |
| Post Holdings Inc Common (POST) | 3.7 | $4.3M | 62k | 68.77 | |
| Dynegy | 3.4 | $4.0M | 275k | 14.37 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.7 | $3.1M | 300k | 10.34 | |
| Cable One (CABO) | 2.7 | $3.1M | 7.1k | 437.11 | |
| Cyrusone | 2.0 | $2.3M | 50k | 45.66 | |
| Terraform Power | 1.8 | $2.1M | 243k | 8.65 | |
| ArcelorMittal | 1.6 | $1.8M | 400k | 4.58 | |
| CoreSite Realty | 1.5 | $1.8M | 25k | 70.00 |
