SkyTop Capital Management as of Dec. 31, 2018
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 20 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 13.5 | $10M | 173k | 57.94 | |
| Interxion Holding | 13.2 | $9.8M | 181k | 54.16 | |
| Nexstar Broadcasting (NXST) | 10.6 | $7.9M | 100k | 78.64 | |
| Take-Two Interactive Software (TTWO) | 7.8 | $5.8M | 56k | 102.95 | |
| Constellium Holdco B V cl a | 7.7 | $5.7M | 819k | 6.99 | |
| Equinix (EQIX) | 7.1 | $5.3M | 15k | 352.53 | |
| Microsoft Corporation (MSFT) | 6.8 | $5.1M | 50k | 101.58 | |
| Xpo Logistics Inc equity (XPO) | 5.8 | $4.3M | 75k | 57.04 | |
| Paypal Holdings (PYPL) | 5.4 | $4.0M | 47k | 84.08 | |
| Bank Of America Corporation warrant | 4.7 | $3.5M | 273k | 12.80 | |
| KAR Auction Services (KAR) | 2.7 | $2.0M | 42k | 47.73 | |
| First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) | 2.7 | $2.0M | 47k | 43.09 | |
| Electronic Arts (EA) | 2.7 | $2.0M | 25k | 78.92 | |
| General Motors Company (GM) | 2.5 | $1.8M | 55k | 33.45 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $1.5M | 1.5k | 1035.57 | |
| Ferrari Nv Ord (RACE) | 1.3 | $994k | 10k | 99.40 | |
| Liberty Media Corp Series C Li | 1.2 | $921k | 30k | 30.70 | |
| O'reilly Automotive (ORLY) | 0.7 | $551k | 1.6k | 344.38 | |
| Advance Auto Parts (AAP) | 0.7 | $512k | 3.3k | 157.54 | |
| Nxp Semiconductors N V (NXPI) | 0.7 | $513k | 7.0k | 73.29 |
