StackLine Partners as of Dec. 31, 2020
Portfolio Holdings for StackLine Partners
StackLine Partners holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 14.0 | $42M | 804k | 51.77 | |
| Frontdoor (FTDR) | 13.7 | $41M | 813k | 50.21 | |
| Ptc (PTC) | 13.0 | $39M | 324k | 119.61 | |
| Trinity Industries (TRN) | 12.9 | $38M | 1.5M | 26.39 | |
| Primo Water (PRMW) | 10.7 | $32M | 2.0M | 15.68 | |
| Kirby Corporation (KEX) | 9.7 | $29M | 557k | 51.83 | |
| Cargurus Com Cl A (CARG) | 7.0 | $21M | 660k | 31.73 | |
| Talend S A Ads | 6.5 | $19M | 504k | 38.34 | |
| Palo Alto Networks (PANW) | 4.7 | $14M | 40k | 355.39 | |
| Appian Corp Cl A (APPN) | 4.4 | $13M | 81k | 162.09 | |
| Fastly Cl A (FSLY) | 3.3 | $9.8M | 112k | 87.37 |
