Steel Canyon Capital as of March 31, 2020
Portfolio Holdings for Steel Canyon Capital
Steel Canyon Capital holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp Delaware Com C Siriusxm | 17.6 | $14M | 441k | 31.62 | |
| Progressive Corporation (PGR) | 10.2 | $8.1M | 109k | 73.84 | |
| American Express Company (AXP) | 6.5 | $5.1M | 60k | 85.62 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 6.2 | $4.9M | 846k | 5.80 | |
| Accenture Plc Ireland Shs Class A (ACN) | 6.2 | $4.9M | 30k | 163.27 | |
| Aon Shs Cl A | 5.7 | $4.5M | 28k | 165.04 | |
| Us Bancorp Del Com New (USB) | 5.6 | $4.4M | 128k | 34.45 | |
| Moody's Corporation (MCO) | 5.5 | $4.3M | 21k | 211.52 | |
| O'reilly Automotive (ORLY) | 5.4 | $4.3M | 14k | 301.06 | |
| Charter Communications Inc N Cl A (CHTR) | 5.2 | $4.1M | 9.4k | 436.33 | |
| Visa Com Cl A (V) | 3.5 | $2.8M | 17k | 161.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $2.5M | 14k | 182.83 | |
| PG&E Corporation (PCG) | 2.9 | $2.3M | 257k | 8.99 | |
| Arch Cap Group Ord (ACGL) | 2.7 | $2.1M | 75k | 28.46 | |
| AutoNation (AN) | 2.7 | $2.1M | 75k | 28.06 | |
| Lamar Advertising Cl A (LAMR) | 1.8 | $1.4M | 27k | 51.27 | |
| Mastercard Cl A (MA) | 1.7 | $1.3M | 5.5k | 241.57 | |
| Live Nation Entertainment (LYV) | 1.7 | $1.3M | 29k | 45.46 | |
| Disney Walt Com Disney Call Option (DIS) | 1.2 | $976k | 10k | 96.63 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.2 | $938k | 30k | 31.70 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.9 | $721k | 6.7k | 106.94 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.7 | $563k | 20k | 28.55 | |
| Iheartmedia Com Cl A (IHRT) | 0.6 | $479k | 66k | 7.31 | |
| KAR Auction Services (KAR) | 0.6 | $469k | 39k | 12.00 | |
| Gci Liberty Com Class A | 0.4 | $341k | 6.0k | 57.02 | |
| Trinity Pl Holdings (TPHS) | 0.2 | $147k | 81k | 1.82 |
