Steel Canyon Capital as of Sept. 30, 2018
Portfolio Holdings for Steel Canyon Capital
Steel Canyon Capital holds 16 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp Delaware Com C Siriusxm | 16.9 | $22M | 512k | 43.45 | |
| Fox News | 16.5 | $22M | 475k | 45.82 | |
| O'reilly Automotive (ORLY) | 10.5 | $14M | 40k | 347.32 | |
| Liberty Broadband Cl C (LBRDK) | 8.3 | $11M | 130k | 84.30 | |
| Walt Disney Company (DIS) | 7.8 | $10M | 88k | 116.93 | |
| Energizer Holdings (ENR) | 7.6 | $10M | 171k | 58.65 | |
| Marriott International (MAR) | 6.4 | $8.4M | 64k | 132.03 | |
| Mohawk Industries (MHK) | 4.5 | $6.0M | 34k | 175.34 | |
| Twenty-first Century Fox | 4.4 | $5.8M | 125k | 46.33 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.1 | $5.4M | 17k | 325.86 | |
| KAR Auction Services (KAR) | 3.9 | $5.2M | 87k | 59.69 | |
| Martin Marietta Materials (MLM) | 2.3 | $3.0M | 17k | 181.95 | |
| U.S. Bancorp (USB) | 2.2 | $2.9M | 55k | 52.82 | |
| Pandora Media | 2.1 | $2.8M | 290k | 9.51 | |
| AutoNation (AN) | 1.5 | $2.0M | 49k | 41.56 | |
| Trinity Pl Holdings (TPHS) | 0.9 | $1.3M | 205k | 6.09 |
