Tiger Eye Capital as of Dec. 31, 2017
Portfolio Holdings for Tiger Eye Capital
Tiger Eye Capital holds 33 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Take-Two Interactive Software (TTWO) | 8.1 | $49M | 444k | 109.78 | |
| Hilton Worldwide Holdings (HLT) | 6.0 | $37M | 458k | 79.86 | |
| JPMorgan Chase & Co. (JPM) | 5.7 | $35M | 323k | 106.94 | |
| Xpo Logistics Inc equity (XPO) | 5.7 | $34M | 375k | 91.59 | |
| Paypal Holdings (PYPL) | 5.6 | $34M | 463k | 73.62 | |
| Facebook Inc cl a (META) | 5.5 | $34M | 190k | 176.46 | |
| Amazon (AMZN) | 5.3 | $32M | 27k | 1169.50 | |
| Interxion Holding | 4.6 | $28M | 472k | 58.93 | |
| IAC/InterActive | 4.5 | $27M | 221k | 122.28 | |
| Altaba | 4.4 | $27M | 382k | 69.85 | |
| Ferrari Nv Ord (RACE) | 4.1 | $25M | 236k | 104.84 | |
| Visa (V) | 3.7 | $22M | 197k | 114.02 | |
| Iqvia Holdings (IQV) | 3.5 | $21M | 217k | 97.90 | |
| Vail Resorts (MTN) | 3.4 | $20M | 96k | 212.47 | |
| UnitedHealth (UNH) | 3.4 | $20M | 93k | 220.46 | |
| D.R. Horton (DHI) | 3.1 | $19M | 371k | 51.07 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $19M | 106k | 175.24 | |
| Servicemaster Global | 3.0 | $18M | 354k | 51.27 | |
| Roper Industries (ROP) | 2.9 | $18M | 68k | 259.00 | |
| Liberty Ventures - Ser A | 2.7 | $17M | 306k | 54.24 | |
| Madison Square Garden Cl A (MSGS) | 2.4 | $14M | 68k | 210.84 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $11M | 10k | 1046.37 | |
| Cable One (CABO) | 1.4 | $8.5M | 12k | 703.39 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.3 | $7.9M | 24k | 335.96 | |
| Metropcs Communications (TMUS) | 1.1 | $6.9M | 109k | 63.51 | |
| Liberty Media Corp Del Com Ser | 1.1 | $6.5M | 198k | 32.72 | |
| Jeld-wen Hldg (JELD) | 0.8 | $4.8M | 123k | 39.37 | |
| Square Inc cl a (SQ) | 0.7 | $4.0M | 115k | 34.67 | |
| Univar | 0.5 | $3.1M | 100k | 30.96 | |
| CSX Corporation (CSX) | 0.2 | $1.5M | 27k | 55.01 | |
| Microsoft Corporation (MSFT) | 0.1 | $838k | 9.8k | 85.51 | |
| Fortive (FTV) | 0.1 | $613k | 8.5k | 72.35 | |
| Anthem (ELV) | 0.1 | $429k | 1.9k | 225.43 |
