StackLine Partners as of Sept. 30, 2019
Portfolio Holdings for StackLine Partners
StackLine Partners holds 16 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Frontdoor (FTDR) | 11.4 | $22M | 455k | 48.57 | |
| Kirby Corporation (KEX) | 11.2 | $22M | 265k | 82.16 | |
| Trinity Industries (TRN) | 11.1 | $22M | 1.1M | 19.68 | |
| Fgl Holdings | 10.4 | $20M | 2.5M | 7.98 | |
| New York Times Company (NYT) | 7.4 | $14M | 502k | 28.48 | |
| Ptc (PTC) | 6.8 | $13M | 193k | 68.18 | |
| Appian Corp cl a (APPN) | 6.6 | $13M | 270k | 47.50 | |
| Trupanion (TRUP) | 6.4 | $13M | 492k | 25.42 | |
| Henry Schein (HSIC) | 6.0 | $12M | 183k | 63.50 | |
| Instructure | 5.5 | $11M | 276k | 38.74 | |
| Palo Alto Networks (PANW) | 4.8 | $9.4M | 46k | 203.83 | |
| Stars Group | 4.0 | $7.8M | 518k | 14.98 | |
| Black Knight | 3.3 | $6.4M | 105k | 61.06 | |
| Resideo Technologies (REZI) | 2.9 | $5.6M | 390k | 14.35 | |
| Casa Systems (CASA) | 1.2 | $2.3M | 295k | 7.85 | |
| Cargurus (CARG) | 1.1 | $2.1M | 67k | 30.96 |
