Two Creeks Capital Management

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