Stillwater Investment Management as of Sept. 30, 2017
Portfolio Holdings for Stillwater Investment Management
Stillwater Investment Management holds 16 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 |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 17.2 | $40M | 1.0M | 38.48 | |
| Liberty Media Corp Series C Li | 13.7 | $32M | 843k | 38.09 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 11.7 | $27M | 429k | 63.88 | |
| Air Products & Chemicals (APD) | 8.0 | $19M | 124k | 151.22 | |
| C.H. Robinson Worldwide (CHRW) | 6.2 | $15M | 193k | 76.10 | |
| TreeHouse Foods (THS) | 6.2 | $15M | 215k | 67.73 | |
| Gardner Denver Hldgs | 6.0 | $14M | 509k | 27.52 | |
| Sealed Air (SEE) | 5.7 | $13M | 311k | 42.72 | |
| Dover Corporation (DOV) | 5.1 | $12M | 132k | 91.39 | |
| Expedia (EXPE) | 5.1 | $12M | 83k | 143.94 | |
| Advanced Drain Sys Inc Del (WMS) | 4.3 | $10M | 495k | 20.25 | |
| MSC Industrial Direct (MSM) | 2.8 | $6.5M | 87k | 75.57 | |
| Ilg | 2.8 | $6.5M | 245k | 26.73 | |
| Himax Technologies (HIMX) | 2.6 | $6.2M | 566k | 10.93 | |
| Liberty Media Corp Del Com Ser | 2.3 | $5.5M | 150k | 36.49 | |
| Snap Inc cl a (SNAP) | 0.2 | $427k | 29k | 14.54 |
