Tiger Eye Capital

Tiger Eye Capital as of Dec. 31, 2014

Portfolio Holdings for Tiger Eye Capital

Tiger Eye Capital holds 51 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Northstar Asset Management C 3.9 $49M 2.2M 22.57
Walt Disney Company (DIS) 3.9 $49M 519k 94.19
TransDigm Group Incorporated (TDG) 3.8 $48M 243k 196.35
AutoZone (AZO) 3.8 $47M 77k 619.11
Zayo Group Hldgs 3.7 $47M 1.5M 30.57
Snap-on Incorporated (SNA) 3.7 $47M 342k 136.74
Air Products & Chemicals (APD) 3.6 $46M 318k 144.23
Hilton Worlwide Hldgs 3.6 $45M 1.7M 26.09
V.F. Corporation (VFC) 3.5 $44M 582k 74.90
Lennox International (LII) 3.4 $43M 448k 95.07
Liberty Global Inc Com Ser A 3.4 $43M 848k 50.21
Time Warner 3.2 $40M 473k 85.42
Actavis 3.2 $40M 155k 257.41
Apple (AAPL) 3.1 $39M 355k 110.38
PPG Industries (PPG) 3.1 $39M 169k 231.15
Shire 2.9 $37M 173k 212.54
Burlington Stores (BURL) 2.8 $35M 742k 47.26
MasterCard Incorporated (MA) 2.7 $34M 394k 86.16
Libertyinteractivecorp lbtventcoma 2.7 $34M 893k 37.72
O'reilly Automotive (ORLY) 2.5 $32M 165k 192.62
Visa (V) 2.5 $32M 121k 262.20
Advance Auto Parts (AAP) 2.5 $31M 197k 159.28
Delta Air Lines (DAL) 2.2 $28M 575k 49.19
Watsco, Incorporated (WSO) 2.2 $28M 261k 107.00
Zoetis Inc Cl A (ZTS) 2.2 $27M 636k 43.03
Level 3 Communications 2.1 $27M 539k 49.38
Norwegian Cruise Line Hldgs (NCLH) 2.0 $25M 539k 46.76
Live Nation Entertainment (LYV) 1.8 $23M 874k 26.11
Electronic Arts (EA) 1.7 $21M 444k 47.02
Intercontl Htl New Adr F Spons 1.6 $20M 501k 40.05
Royal Caribbean Cruises (RCL) 1.5 $19M 228k 82.43
Allergan 1.4 $18M 84k 212.59
Charter Communications 1.4 $18M 105k 166.62
SBA Communications Corporation 1.4 $17M 153k 110.76
Northstar Rlty Fin 1.0 $13M 719k 17.58
Old Dominion Freight Line (ODFL) 1.0 $13M 161k 77.64
HSN 0.9 $12M 156k 76.00
Valeant Pharmaceuticals Int 0.9 $12M 81k 143.11
FleetCor Technologies 0.7 $9.0M 60k 148.71
Nike (NKE) 0.7 $8.2M 86k 96.14
Diamondback Energy (FANG) 0.5 $6.2M 103k 59.78
Global Payments (GPN) 0.4 $4.9M 61k 80.73
Sherwin-Williams Company (SHW) 0.3 $3.9M 15k 263.07
Anadarko Petroleum Corporation 0.2 $2.6M 32k 82.49
Linn Energy 0.2 $2.7M 267k 10.13
EOG Resources (EOG) 0.1 $1.5M 17k 92.05
Virgin America 0.1 $1.1M 25k 43.24
Pioneer Natural Resources (PXD) 0.1 $938k 6.3k 148.89
Sandridge Miss Trust (SDTTU) 0.0 $277k 92k 3.02
Marriott International (MAR) 0.0 $125k 1.6k 78.12
Liberty Broadband - Rights 1 other 0.0 $116k 12k 9.52