Sureview Capital as of Sept. 30, 2013
Portfolio Holdings for Sureview Capital
Sureview Capital holds 36 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.5 | $48M | 100k | 476.75 | |
| Via | 7.5 | $42M | 500k | 83.58 | |
| American Tower Reit (AMT) | 7.3 | $41M | 555k | 74.13 | |
| eBay (EBAY) | 7.0 | $39M | 700k | 55.79 | |
| CBS Corporation | 6.9 | $39M | 700k | 55.16 | |
| 6.6 | $37M | 42k | 875.92 | ||
| Linkedin Corp | 5.9 | $33M | 134k | 246.07 | |
| Visa (V) | 5.1 | $29M | 150k | 191.10 | |
| Comcast Corporation (CMCSA) | 4.8 | $27M | 600k | 45.15 | |
| Liberty Global Inc Com Ser A | 3.5 | $20M | 250k | 79.35 | |
| Aol | 3.1 | $17M | 500k | 34.58 | |
| Wyndham Worldwide Corporation | 2.8 | $16M | 259k | 60.97 | |
| Sotheby's | 2.5 | $14M | 279k | 49.13 | |
| Las Vegas Sands (LVS) | 2.3 | $13M | 191k | 66.42 | |
| Ctrip.com International | 2.2 | $13M | 214k | 58.43 | |
| Alliance Data Systems Corporation (BFH) | 2.2 | $12M | 57k | 211.47 | |
| Boyd Gaming Corporation (BYD) | 2.1 | $12M | 850k | 14.15 | |
| Bally Technologies | 2.1 | $12M | 166k | 72.06 | |
| Sina Corporation | 2.0 | $11M | 140k | 81.17 | |
| Libertyinteractivecorp lbtventcoma | 2.0 | $11M | 126k | 88.17 | |
| Bankrate | 1.9 | $10M | 507k | 20.57 | |
| MGM Resorts International. (MGM) | 1.3 | $7.2M | 350k | 20.44 | |
| Realty Income (O) | 1.2 | $7.0M | 175k | 39.75 | |
| Twenty-first Century Fox | 1.2 | $6.7M | 200k | 33.50 | |
| SouFun Holdings | 1.1 | $6.1M | 118k | 51.64 | |
| DigitalGlobe | 1.1 | $6.1M | 192k | 31.62 | |
| Vail Resorts (MTN) | 0.9 | $4.9M | 70k | 69.39 | |
| NCR Corporation (VYX) | 0.8 | $4.8M | 120k | 39.61 | |
| Prologis (PLD) | 0.8 | $4.6M | 122k | 37.62 | |
| REPCOM cla | 0.8 | $4.2M | 90k | 46.78 | |
| 21vianet Group (VNET) | 0.7 | $4.1M | 250k | 16.49 | |
| Epr Properties (EPR) | 0.7 | $4.1M | 84k | 48.74 | |
| Strategic Hotels & Resorts | 0.5 | $2.9M | 336k | 8.68 | |
| China Lodging | 0.4 | $2.1M | 113k | 18.99 | |
| Brightcove (BCOV) | 0.2 | $901k | 80k | 11.25 | |
| Perfect World | 0.1 | $262k | 13k | 19.92 |
