StackLine Partners as of Sept. 30, 2022
Portfolio Holdings for StackLine Partners
StackLine Partners holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appian Corp Cl A (APPN) | 18.4 | $25M | 604k | 40.83 | |
| Primo Water (PRMW) | 17.8 | $24M | 1.9M | 12.55 | |
| Ptc (PTC) | 13.0 | $18M | 167k | 104.60 | |
| Trinity Industries (TRN) | 9.4 | $13M | 590k | 21.35 | |
| New York Times Cl A (NYT) | 8.7 | $12M | 408k | 28.75 | |
| Kirby Corporation (KEX) | 8.5 | $12M | 189k | 60.77 | |
| Rh (RH) | 8.2 | $11M | 45k | 246.08 | |
| Lgi Homes (LGIH) | 7.3 | $9.8M | 120k | 81.37 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 4.0 | $5.4M | 725k | 7.45 | |
| Thredup Cl A (TDUP) | 2.9 | $3.9M | 2.1M | 1.84 | |
| Ferguson SHS | 1.8 | $2.4M | 23k | 102.93 |
