SkyTop Capital Management as of Dec. 31, 2019
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 20 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellium Se cl a (CSTM) | 14.2 | $18M | 1.4M | 13.40 | |
| Liberty Global Inc C | 8.5 | $11M | 500k | 21.80 | |
| KAR Auction Services (KAR) | 8.4 | $11M | 495k | 21.79 | |
| Interxion Holding | 7.8 | $10M | 120k | 83.81 | |
| Microsoft Corporation (MSFT) | 7.4 | $9.5M | 60k | 157.70 | |
| Equinix (EQIX) | 6.8 | $8.8M | 15k | 583.73 | |
| Iaa | 6.8 | $8.7M | 186k | 47.06 | |
| Americold Rlty Tr (COLD) | 6.7 | $8.6M | 246k | 35.06 | |
| Devon Energy Corporation (DVN) | 4.7 | $6.1M | 234k | 25.97 | |
| Bank of America Corporation (BAC) | 4.4 | $5.7M | 162k | 35.22 | |
| Alibaba Group Holding (BABA) | 4.3 | $5.5M | 26k | 212.12 | |
| Copart (CPRT) | 4.2 | $5.5M | 60k | 90.93 | |
| Paypal Holdings (PYPL) | 4.0 | $5.1M | 47k | 108.18 | |
| Nexstar Broadcasting (NXST) | 3.9 | $5.1M | 43k | 117.24 | |
| General Motors Company (GM) | 2.4 | $3.0M | 83k | 36.60 | |
| Altice Usa Inc cl a (ATUS) | 2.1 | $2.7M | 100k | 27.34 | |
| Carvana Co cl a (CVNA) | 1.6 | $2.1M | 23k | 92.05 | |
| Garrett Motion (GTX) | 0.8 | $999k | 100k | 9.99 | |
| Te Connectivity Ltd for (TEL) | 0.7 | $958k | 10k | 95.80 | |
| Spark Networks Se (LOVLQ) | 0.2 | $205k | 45k | 4.53 |
