Two Creeks Capital Management as of Dec. 31, 2016
Portfolio Holdings for Two Creeks Capital Management
Two Creeks Capital Management holds 14 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pioneer Natural Resources | 16.1 | $253M | 1.4M | 180.07 | |
Home Depot (HD) | 13.2 | $208M | 1.5M | 134.08 | |
Visa (V) | 10.2 | $161M | 2.1M | 78.02 | |
Zoetis Inc Cl A (ZTS) | 8.9 | $140M | 2.6M | 53.53 | |
Starbucks Corporation (SBUX) | 8.8 | $138M | 2.5M | 55.52 | |
HDFC Bank (HDB) | 8.2 | $129M | 2.1M | 60.68 | |
O'reilly Automotive (ORLY) | 7.1 | $112M | 402k | 278.41 | |
Tempur-Pedic International (TPX) | 7.0 | $111M | 1.6M | 68.28 | |
Lowe's Companies (LOW) | 6.5 | $103M | 1.4M | 71.12 | |
Aspen Technology | 5.7 | $90M | 1.6M | 54.68 | |
Synchrony Financial (SYF) | 5.1 | $81M | 2.2M | 36.27 | |
Diamondback Energy (FANG) | 2.6 | $41M | 403k | 101.06 | |
Us Silica Hldgs (SLCA) | 0.3 | $5.1M | 91k | 56.69 | |
SM Energy (SM) | 0.3 | $4.3M | 125k | 34.48 |