StackLine Partners as of June 30, 2020
Portfolio Holdings for StackLine Partners
StackLine Partners holds 12 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Frontdoor (FTDR) | 14.0 | $38M | 846k | 44.33 | |
| Ptc (PTC) | 13.8 | $37M | 473k | 77.79 | |
| Kirby Corporation (KEX) | 13.5 | $36M | 675k | 53.56 | |
| Trinity Industries (TRN) | 11.4 | $31M | 1.4M | 21.29 | |
| New York Times Cl A (NYT) | 10.7 | $29M | 684k | 42.03 | |
| Primo Water (PRMW) | 9.5 | $26M | 1.9M | 13.75 | |
| Cargurus Com Cl A (CARG) | 9.1 | $24M | 964k | 25.35 | |
| Palo Alto Networks (PANW) | 5.5 | $15M | 64k | 229.67 | |
| Appian Corp Cl A (APPN) | 5.0 | $14M | 263k | 51.25 | |
| Talend S A Ads | 5.0 | $13M | 383k | 34.66 | |
| Brink's Company (BCO) | 1.5 | $4.0M | 87k | 45.51 | |
| Johnson Outdoors Cl A (JOUT) | 0.9 | $2.5M | 28k | 91.01 |
