Steel Canyon Capital as of Dec. 31, 2018
Portfolio Holdings for Steel Canyon Capital
Steel Canyon Capital holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp Delaware Com C Siriusxm | 17.1 | $20M | 551k | 36.98 | |
| Fox News | 13.1 | $16M | 327k | 47.78 | |
| KAR Auction Services (KAR) | 9.9 | $12M | 248k | 47.72 | |
| Charles Schwab Corporation (SCHW) | 9.7 | $12M | 279k | 41.53 | |
| BlackRock (BLK) | 6.6 | $7.8M | 20k | 392.81 | |
| Walt Disney Company (DIS) | 6.3 | $7.6M | 69k | 109.64 | |
| Liberty Broadband Cl C (LBRDK) | 6.0 | $7.2M | 100k | 72.03 | |
| Wells Fargo & Company (WFC) | 5.8 | $6.9M | 150k | 46.08 | |
| Twenty-first Century Fox | 5.1 | $6.0M | 125k | 48.12 | |
| O'reilly Automotive (ORLY) | 4.9 | $5.8M | 17k | 344.31 | |
| Marriott International (MAR) | 3.8 | $4.5M | 42k | 108.56 | |
| Martin Marietta Materials (MLM) | 3.5 | $4.2M | 25k | 171.87 | |
| Goldman Sachs (GS) | 2.5 | $2.9M | 18k | 167.06 | |
| Apple (AAPL) | 2.0 | $2.4M | 15k | 157.75 | |
| Southwest Airlines (LUV) | 1.3 | $1.6M | 34k | 46.49 | |
| Delta Air Lines (DAL) | 0.8 | $988k | 20k | 49.90 | |
| American Airls (AAL) | 0.7 | $851k | 27k | 32.11 | |
| Trinity Pl Holdings (TPHS) | 0.6 | $760k | 175k | 4.34 | |
| Pandora Media | 0.2 | $202k | 25k | 8.08 |
