StackLine Partners as of June 30, 2022
Portfolio Holdings for StackLine Partners
StackLine Partners holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Primo Water (PRMW) | 17.0 | $30M | 2.2M | 13.38 | |
| Appian Corp Cl A (APPN) | 14.4 | $25M | 535k | 47.36 | |
| Ptc (PTC) | 14.0 | $25M | 231k | 106.34 | |
| Trinity Industries (TRN) | 9.8 | $17M | 710k | 24.22 | |
| Frontdoor (FTDR) | 8.5 | $15M | 620k | 24.08 | |
| New York Times Cl A (NYT) | 8.3 | $15M | 523k | 27.90 | |
| Kirby Corporation (KEX) | 8.2 | $14M | 237k | 60.84 | |
| Lgi Homes (LGIH) | 4.7 | $8.2M | 95k | 86.90 | |
| Thredup Cl A (TDUP) | 4.6 | $8.2M | 3.3M | 2.50 | |
| Rh (RH) | 4.1 | $7.2M | 34k | 212.27 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 3.2 | $5.7M | 796k | 7.16 | |
| Ferguson SHS | 3.2 | $5.7M | 51k | 110.71 |
