Steel Canyon Capital as of Sept. 30, 2017
Portfolio Holdings for Steel Canyon Capital
Steel Canyon Capital holds 18 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp Delaware Com C Siriusxm | 13.9 | $14M | 338k | 41.87 | |
| Liberty Broadband Cl C (LBRDK) | 10.1 | $10M | 107k | 95.30 | |
| Liberty Media Corp Series C Li | 9.8 | $10M | 262k | 38.09 | |
| CoreLogic | 9.1 | $9.3M | 201k | 46.22 | |
| O'reilly Automotive (ORLY) | 8.7 | $8.8M | 41k | 215.36 | |
| Hrg | 8.3 | $8.4M | 541k | 15.61 | |
| Alphabet Inc Class C cs (GOOG) | 6.1 | $6.2M | 6.5k | 959.08 | |
| FleetCor Technologies | 6.0 | $6.1M | 40k | 154.76 | |
| Arch Capital Group (ACGL) | 5.7 | $5.7M | 58k | 98.50 | |
| American Express Company (AXP) | 5.2 | $5.3M | 58k | 90.46 | |
| Advance Auto Parts (AAP) | 4.2 | $4.3M | 43k | 99.20 | |
| Marcus & Millichap (MMI) | 3.8 | $3.8M | 142k | 26.99 | |
| CBL & Associates Properties | 2.5 | $2.5M | 298k | 8.39 | |
| Asbury Automotive (ABG) | 1.9 | $2.0M | 32k | 61.11 | |
| Trinity Pl Holdings (TPHS) | 1.9 | $1.9M | 274k | 7.02 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.5 | $1.6M | 12k | 135.18 | |
| Time Warner | 0.8 | $827k | 8.1k | 102.45 | |
| U.S. Lime & Minerals (USLM) | 0.5 | $549k | 6.5k | 83.96 |
