StackLine Partners as of Sept. 30, 2021
Portfolio Holdings for StackLine Partners
StackLine Partners holds 12 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Frontdoor (FTDR) | 16.0 | $42M | 996k | 41.90 | |
| Primo Water (PRMW) | 15.6 | $41M | 2.6M | 15.72 | |
| Trinity Industries (TRN) | 14.3 | $37M | 1.4M | 27.17 | |
| New York Times Cl A (NYT) | 13.7 | $36M | 725k | 49.27 | |
| Ptc (PTC) | 11.5 | $30M | 250k | 119.79 | |
| Appian Corp Cl A (APPN) | 9.0 | $23M | 252k | 92.51 | |
| Kirby Corporation (KEX) | 5.3 | $14M | 290k | 47.96 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 4.5 | $12M | 313k | 37.48 | |
| Glass Houses Acquisition Cor Unit 03/25/2028 | 3.8 | $9.9M | 1.0M | 9.93 | |
| Dun & Bradstreet Hldgs | 2.5 | $6.6M | 394k | 16.81 | |
| Cazoo Group | 2.0 | $5.3M | 684k | 7.77 | |
| Thredup Cl A (TDUP) | 1.6 | $4.1M | 188k | 21.69 |
