Two Creeks Capital Management as of Dec. 31, 2015
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 10 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 20.0 | $244M | 3.1M | 77.55 | |
| Home Depot (HD) | 16.8 | $204M | 1.5M | 132.25 | |
| Lowe's Companies (LOW) | 11.5 | $140M | 1.8M | 76.04 | |
| Sherwin-Williams Company (SHW) | 10.9 | $133M | 511k | 259.60 | |
| Zoetis Inc Cl A (ZTS) | 10.0 | $122M | 2.5M | 47.92 | |
| HDFC Bank (HDB) | 9.5 | $115M | 1.9M | 61.60 | |
| Ims Health Holdings | 7.0 | $85M | 3.3M | 25.47 | |
| Aspen Technology | 6.1 | $74M | 2.0M | 37.76 | |
| American International (AIG) | 5.7 | $69M | 1.1M | 61.97 | |
| Pilgrim's Pride Corporation (PPC) | 2.6 | $32M | 1.4M | 22.09 |
