SkyTop Capital Management as of June 30, 2018
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 21 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 11.4 | $13M | 173k | 73.21 | |
| Interxion Holding | 9.9 | $11M | 177k | 62.42 | |
| Constellium Holdco B V cl a | 8.8 | $9.8M | 949k | 10.30 | |
| Xpo Logistics Inc equity (XPO) | 8.3 | $9.2M | 92k | 100.18 | |
| Paypal Holdings (PYPL) | 8.1 | $9.0M | 108k | 83.27 | |
| Activision Blizzard | 5.9 | $6.6M | 87k | 76.32 | |
| Take-Two Interactive Software (TTWO) | 5.5 | $6.1M | 52k | 118.36 | |
| SPDR S&P Oil & Gas Explore & Prod. | 5.0 | $5.6M | 129k | 43.06 | |
| First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) | 4.8 | $5.3M | 97k | 54.70 | |
| Blackberry (BB) | 4.3 | $4.8M | 501k | 9.65 | |
| Bank Of America Corporation warrant | 4.0 | $4.5M | 273k | 16.32 | |
| Micron Technology (MU) | 3.4 | $3.8M | 72k | 52.44 | |
| Valero Energy Corporation (VLO) | 3.2 | $3.5M | 32k | 110.83 | |
| Delphi Automotive Inc international (APTV) | 3.1 | $3.4M | 38k | 91.63 | |
| Nxp Semiconductors N V (NXPI) | 3.1 | $3.4M | 31k | 109.28 | |
| Marathon Petroleum Corp (MPC) | 3.0 | $3.4M | 48k | 70.17 | |
| Visteon Corporation (VC) | 3.0 | $3.4M | 26k | 129.23 | |
| Fiat Chrysler Auto | 2.8 | $3.1M | 166k | 18.89 | |
| KAR Auction Services (KAR) | 1.6 | $1.7M | 32k | 54.79 | |
| Carvana Co cl a (CVNA) | 0.6 | $686k | 17k | 41.58 | |
| Dana Holding Corporation (DAN) | 0.3 | $303k | 15k | 20.20 |
