Tiger Eye Capital

Tiger Eye Capital as of March 31, 2015

Portfolio Holdings for Tiger Eye Capital

Tiger Eye Capital holds 50 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Actavis 6.3 $79M 267k 297.62
Libertyinteractivecorp lbtventcoma 4.3 $54M 1.3M 42.01
Air Products & Chemicals (APD) 3.9 $50M 328k 151.28
Zoetis Inc Cl A (ZTS) 3.8 $47M 1.0M 46.29
Shire 3.6 $45M 189k 239.29
Northstar Asset Management C 3.5 $44M 1.9M 23.34
Walt Disney Company (DIS) 3.3 $42M 397k 104.89
Apple (AAPL) 3.3 $41M 332k 124.43
Dollar Tree (DLTR) 3.3 $41M 509k 81.14
TransDigm Group Incorporated (TDG) 3.2 $41M 185k 218.72
AutoZone (AZO) 3.1 $39M 57k 682.16
Mohawk Industries (MHK) 3.0 $38M 202k 185.75
Snap-on Incorporated (SNA) 3.0 $37M 255k 147.06
Level 3 Communications 2.9 $37M 680k 53.84
Endo International (ENDPQ) 2.9 $37M 406k 89.70
Zayo Group Hldgs 2.8 $35M 1.3M 27.96
Burlington Stores (BURL) 2.8 $35M 592k 59.42
Macquarie Infrastructure Company 2.7 $34M 415k 82.29
Liberty Global Inc Com Ser A 2.6 $33M 641k 51.47
Hilton Worlwide Hldgs 2.6 $33M 1.1M 29.62
FleetCor Technologies 2.4 $30M 202k 150.92
Electronic Arts (EA) 2.3 $29M 491k 58.82
Lennox International (LII) 2.3 $29M 258k 111.69
O'reilly Automotive (ORLY) 2.2 $28M 130k 216.24
Charter Communications 2.1 $27M 140k 193.11
Valeant Pharmaceuticals Int 2.0 $26M 129k 198.62
Old Dominion Freight Line (ODFL) 2.0 $25M 321k 77.30
Watsco, Incorporated (WSO) 1.9 $24M 190k 125.70
Under Armour (UAA) 1.8 $23M 286k 80.75
Spirit AeroSystems Holdings (SPR) 1.8 $23M 437k 52.21
PPG Industries (PPG) 1.5 $19M 83k 225.54
Halliburton Company (HAL) 1.5 $19M 430k 43.88
Centene Corporation (CNC) 1.3 $16M 227k 70.69
McKesson Corporation (MCK) 1.0 $13M 58k 226.21
Cheniere Energy (LNG) 1.0 $12M 158k 77.40
Diamondback Energy (FANG) 0.9 $12M 155k 76.84
Sensata Technologies Hldg Bv 0.8 $11M 185k 57.45
SBA Communications Corporation 0.7 $8.3M 71k 117.11
DISH Network 0.7 $8.2M 117k 70.06
Synergy Res Corp 0.5 $6.6M 558k 11.85
Intercontl Htl New Adr F Spons 0.5 $5.9M 152k 39.16
CBS Corporation 0.5 $5.8M 96k 60.63
Delta Air Lines (DAL) 0.4 $4.7M 104k 44.96
Mylan Nv 0.3 $4.2M 70k 59.36
Cdk Global Inc equities 0.2 $3.1M 66k 46.77
Linn Energy 0.2 $2.9M 267k 11.06
Delek US Holdings 0.2 $2.5M 62k 39.74
International Flavors & Fragrances (IFF) 0.2 $2.3M 20k 117.40
BP Prudhoe Bay Royalty Trust (BPT) 0.1 $699k 12k 58.25
Summit Matls Inc cl a (SUM) 0.0 $443k 20k 22.15