StackLine Partners as of Sept. 30, 2020
Portfolio Holdings for StackLine Partners
StackLine Partners holds 12 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ptc (PTC) | 13.2 | $35M | 417k | 82.72 | |
| Frontdoor (FTDR) | 13.1 | $34M | 881k | 38.91 | |
| New York Times Cl A (NYT) | 11.2 | $29M | 684k | 42.79 | |
| Appian Corp Cl A (APPN) | 10.7 | $28M | 433k | 64.75 | |
| Trinity Industries (TRN) | 10.4 | $27M | 1.4M | 19.50 | |
| Primo Water (PRMW) | 10.3 | $27M | 1.9M | 14.20 | |
| Kirby Corporation (KEX) | 9.7 | $25M | 700k | 36.17 | |
| Cargurus Com Cl A (CARG) | 7.5 | $20M | 910k | 21.63 | |
| Palo Alto Networks (PANW) | 5.8 | $15M | 62k | 244.76 | |
| Talend S A Ads | 5.7 | $15M | 383k | 39.04 | |
| Brink's Company (BCO) | 1.7 | $4.4M | 108k | 41.09 | |
| Johnson Outdoors Cl A (JOUT) | 0.5 | $1.4M | 17k | 81.91 |
