Sureview Capital as of Dec. 31, 2012
Portfolio Holdings for Sureview Capital
Sureview Capital holds 27 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Via | 9.7 | $23M | 440k | 52.74 | |
| Las Vegas Sands (LVS) | 8.1 | $19M | 420k | 46.16 | |
| Verizon Communications (VZ) | 7.2 | $17M | 400k | 43.27 | |
| Harley-Davidson (HOG) | 6.9 | $17M | 340k | 48.84 | |
| American Tower Reit (AMT) | 6.3 | $15M | 195k | 77.27 | |
| Expedia (EXPE) | 5.7 | $14M | 224k | 61.45 | |
| Qualcomm (QCOM) | 5.3 | $13M | 205k | 62.02 | |
| Moody's Corporation (MCO) | 5.2 | $13M | 249k | 50.32 | |
| Caterpillar (CAT) | 4.1 | $9.9M | 110k | 89.58 | |
| Vail Resorts (MTN) | 3.8 | $9.2M | 170k | 54.09 | |
| eBay (EBAY) | 3.8 | $9.0M | 177k | 51.02 | |
| Tiffany & Co. | 3.6 | $8.6M | 150k | 57.34 | |
| Penn National Gaming (PENN) | 3.1 | $7.4M | 150k | 49.11 | |
| Facebook Inc cl a (META) | 3.0 | $7.3M | 273k | 26.63 | |
| Digital Realty Trust (DLR) | 2.8 | $6.8M | 100k | 67.89 | |
| Virgin Media | 2.8 | $6.6M | 180k | 36.75 | |
| Imax Corp Cad (IMAX) | 2.6 | $6.2M | 277k | 22.48 | |
| Sirius XM Radio | 2.5 | $6.0M | 2.1M | 2.89 | |
| Apple (AAPL) | 2.2 | $5.3M | 10k | 533.00 | |
| 2.1 | $5.0M | 7.0k | 709.43 | ||
| salesforce (CRM) | 2.0 | $4.7M | 28k | 168.11 | |
| Yelp Inc cl a (YELP) | 1.5 | $3.6M | 192k | 18.85 | |
| Sina Corporation | 1.5 | $3.5M | 70k | 50.21 | |
| stock | 1.4 | $3.5M | 120k | 29.02 | |
| Groupon | 1.3 | $3.0M | 625k | 4.88 | |
| Tripadvisor (TRIP) | 0.8 | $2.0M | 48k | 41.96 | |
| VELTI PLC ST Helier | 0.8 | $2.0M | 436k | 4.50 |
