Steel Canyon Capital as of Dec. 31, 2020
Portfolio Holdings for Steel Canyon Capital
Steel Canyon Capital holds 20 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp Del Com C Siriusxm | 16.1 | $17M | 391k | 43.51 | |
| Arch Cap Group Ord (ACGL) | 12.9 | $14M | 376k | 36.07 | |
| Wells Fargo & Company (WFC) | 11.3 | $12M | 394k | 30.18 | |
| Visa Com Cl A (V) | 7.9 | $8.3M | 38k | 218.73 | |
| Aon Shs Cl A (AON) | 7.7 | $8.1M | 38k | 211.27 | |
| Progressive Corporation (PGR) | 6.6 | $6.9M | 70k | 98.88 | |
| Asbury Automotive (ABG) | 5.4 | $5.7M | 39k | 145.74 | |
| American Assets Trust Inc reit (AAT) | 4.7 | $5.0M | 173k | 28.88 | |
| Change Healthcare | 4.5 | $4.8M | 255k | 18.65 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 4.1 | $4.3M | 26k | 165.82 | |
| AutoNation (AN) | 3.5 | $3.7M | 54k | 69.79 | |
| O'reilly Automotive (ORLY) | 2.8 | $3.0M | 6.6k | 452.54 | |
| Charter Communications Inc N Cl A (CHTR) | 2.7 | $2.9M | 4.4k | 661.64 | |
| Liberty Global SHS CL C | 2.5 | $2.6M | 110k | 23.65 | |
| United Parcel Service CL B (UPS) | 2.0 | $2.1M | 13k | 168.36 | |
| Liberty Global Shs Cl A | 1.4 | $1.5M | 63k | 24.22 | |
| Moody's Corporation (MCO) | 1.3 | $1.3M | 4.6k | 290.15 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 1.1 | $1.1M | 136k | 8.24 | |
| Liberty Media Corp Del Com A Siriusxm | 1.1 | $1.1M | 26k | 43.20 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $401k | 1.5k | 261.07 |
