Stillwater Investment Management as of March 31, 2017
Portfolio Holdings for Stillwater Investment Management
Stillwater Investment Management holds 20 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 19.4 | $67M | 595k | 113.39 | |
| Comcast Corporation (CMCSA) | 11.6 | $40M | 1.1M | 37.59 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 10.2 | $35M | 633k | 55.74 | |
| Expedia (EXPE) | 6.8 | $24M | 189k | 126.17 | |
| Air Products & Chemicals (APD) | 6.2 | $21M | 158k | 135.29 | |
| Constellation Brands (STZ) | 6.0 | $21M | 129k | 162.07 | |
| Sealed Air (SEE) | 5.9 | $21M | 473k | 43.58 | |
| Ilg | 5.2 | $18M | 861k | 20.96 | |
| Chubb (CB) | 4.9 | $17M | 126k | 136.25 | |
| Liberty Media Corp Del Com Ser | 4.2 | $15M | 447k | 32.70 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $14M | 16k | 847.80 | |
| Liberty Media Corp Series C Li | 3.8 | $13M | 382k | 34.15 | |
| Advanced Drain Sys Inc Del (WMS) | 2.8 | $9.6M | 440k | 21.90 | |
| Amazon (AMZN) | 2.4 | $8.3M | 9.4k | 886.49 | |
| Amtrust Financial Services | 2.1 | $7.2M | 390k | 18.46 | |
| C.H. Robinson Worldwide (CHRW) | 1.4 | $5.0M | 64k | 77.29 | |
| eBay (EBAY) | 1.3 | $4.4M | 130k | 33.57 | |
| Stericycle (SRCL) | 0.9 | $3.3M | 39k | 82.89 | |
| Cheesecake Factory Incorporated (CAKE) | 0.6 | $2.0M | 32k | 63.38 | |
| Hilton Worldwide Holdings (HLT) | 0.6 | $2.0M | 35k | 58.47 |
