Two Creeks Capital Management as of Sept. 30, 2017
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 21 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 16.3 | $286M | 2.7M | 105.24 | |
| Starbucks Corporation (SBUX) | 10.8 | $189M | 3.5M | 53.71 | |
| Pioneer Natural Resources (PXD) | 8.2 | $144M | 976k | 147.54 | |
| Constellation Brands (STZ) | 8.1 | $142M | 710k | 199.45 | |
| Home Depot (HD) | 7.5 | $132M | 806k | 163.56 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 6.6 | $116M | 1.8M | 63.88 | |
| Aspen Technology | 5.4 | $95M | 1.5M | 62.81 | |
| Tyler Technologies (TYL) | 5.3 | $94M | 539k | 174.32 | |
| HDFC Bank (HDB) | 5.1 | $91M | 939k | 96.37 | |
| Rsp Permian | 4.4 | $77M | 2.2M | 34.59 | |
| Union Pacific Corporation (UNP) | 4.4 | $77M | 662k | 115.97 | |
| Ecolab (ECL) | 3.6 | $64M | 495k | 128.61 | |
| Liberty Global | 3.3 | $58M | 2.5M | 23.30 | |
| Diamondback Energy (FANG) | 2.5 | $45M | 455k | 97.96 | |
| Lamb Weston Hldgs (LW) | 2.2 | $39M | 823k | 46.89 | |
| Weatherford Intl Plc ord | 1.9 | $33M | 7.2M | 4.58 | |
| Despegar Com Corp ord (DESP) | 1.2 | $21M | 650k | 32.00 | |
| Lowe's Companies (LOW) | 1.1 | $20M | 250k | 79.94 | |
| Liberty Global | 0.8 | $15M | 629k | 23.76 | |
| Vulcan Materials Company (VMC) | 0.8 | $13M | 112k | 119.60 | |
| Martin Marietta Materials (MLM) | 0.5 | $9.2M | 44k | 206.22 |
