Tiger Eye Capital as of March 31, 2018
Portfolio Holdings for Tiger Eye Capital
Tiger Eye Capital holds 31 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 9.1 | $41M | 406k | 101.81 | |
| IAC/InterActive | 6.0 | $27M | 174k | 156.38 | |
| Take-Two Interactive Software (TTWO) | 6.0 | $27M | 278k | 97.78 | |
| Hilton Worldwide Holdings (HLT) | 5.9 | $27M | 341k | 78.76 | |
| Altaba | 5.7 | $26M | 353k | 74.04 | |
| Interxion Holding | 5.3 | $24M | 391k | 62.11 | |
| Amazon (AMZN) | 5.2 | $24M | 17k | 1447.34 | |
| Visa (V) | 4.7 | $22M | 180k | 119.62 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $21M | 194k | 109.97 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $21M | 97k | 216.08 | |
| Ferrari Nv Ord (RACE) | 4.6 | $21M | 174k | 120.52 | |
| Paypal Holdings (PYPL) | 4.5 | $21M | 270k | 75.87 | |
| Mulesoft Inc cl a | 3.8 | $17M | 394k | 43.98 | |
| Agilent Technologies Inc C ommon (A) | 3.7 | $17M | 254k | 66.90 | |
| Vail Resorts (MTN) | 3.4 | $16M | 70k | 221.71 | |
| Roper Industries (ROP) | 3.1 | $14M | 51k | 280.69 | |
| Gci Liberty Incorporated | 2.8 | $13M | 241k | 52.88 | |
| Iqvia Holdings (IQV) | 2.4 | $11M | 112k | 98.11 | |
| UnitedHealth (UNH) | 2.3 | $10M | 49k | 213.99 | |
| Anthem (ELV) | 2.3 | $10M | 47k | 219.70 | |
| Madison Square Garden Cl A (MSGS) | 1.7 | $7.5M | 31k | 245.81 | |
| Cable One (CABO) | 1.5 | $7.0M | 10k | 687.06 | |
| Microsoft Corporation (MSFT) | 1.5 | $6.8M | 75k | 91.27 | |
| FleetCor Technologies | 1.1 | $5.0M | 25k | 202.49 | |
| Global Payments (GPN) | 1.1 | $4.9M | 44k | 111.52 | |
| Domino's Pizza (DPZ) | 0.8 | $3.7M | 16k | 233.57 | |
| Servicemaster Global | 0.8 | $3.4M | 68k | 50.85 | |
| Alphabet Inc Class C cs (GOOG) | 0.6 | $2.8M | 2.7k | 1031.95 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.5 | $2.1M | 6.7k | 311.28 | |
| Facebook Inc cl a (META) | 0.2 | $900k | 5.6k | 159.72 | |
| D.R. Horton (DHI) | 0.1 | $483k | 11k | 43.81 |
