Yg Partners as of June 30, 2017
Portfolio Holdings for Yg Partners
Yg Partners holds 34 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Macquarie Infrastructure Company | 8.0 | $20M | 253k | 78.40 | |
| Madison Square Garden Cl A (MSGS) | 7.3 | $18M | 92k | 196.90 | |
| Vulcan Materials Company (VMC) | 6.2 | $15M | 121k | 126.68 | |
| Crown Holdings (CCK) | 6.1 | $15M | 255k | 59.66 | |
| CoreLogic | 6.1 | $15M | 347k | 43.38 | |
| Cognizant Technology Solutions (CTSH) | 5.9 | $15M | 222k | 66.40 | |
| Axalta Coating Sys (AXTA) | 5.7 | $14M | 440k | 32.04 | |
| Conduent Incorporate (CNDT) | 5.0 | $13M | 785k | 15.94 | |
| Intercontinental Exchange (ICE) | 5.0 | $12M | 189k | 65.92 | |
| MGM Resorts International. (MGM) | 4.5 | $11M | 355k | 31.29 | |
| Cable One (CABO) | 4.2 | $11M | 15k | 710.88 | |
| Sealed Air (SEE) | 3.4 | $8.4M | 187k | 44.76 | |
| Service Corporation International (SCI) | 2.7 | $6.7M | 201k | 33.45 | |
| Canadian Pacific Railway | 2.4 | $6.0M | 37k | 160.80 | |
| Mgm Growth Properties | 2.4 | $6.0M | 206k | 29.19 | |
| Citizens Financial (CFG) | 2.4 | $5.9M | 165k | 35.68 | |
| Fnf (FNF) | 2.1 | $5.3M | 117k | 44.83 | |
| National-Oilwell Var | 2.1 | $5.2M | 157k | 32.94 | |
| Gartner (IT) | 1.8 | $4.6M | 37k | 123.52 | |
| Forest City Realty Trust Inc Class A | 1.7 | $4.3M | 176k | 24.17 | |
| Leidos Holdings (LDOS) | 1.6 | $4.0M | 78k | 51.69 | |
| Nexeo Solutions | 1.4 | $3.5M | 427k | 8.30 | |
| Msg Network Inc cl a | 1.4 | $3.5M | 157k | 22.45 | |
| Cf Corp shs cl a | 1.4 | $3.4M | 305k | 11.25 | |
| Fortune Brands (FBIN) | 1.3 | $3.1M | 48k | 65.25 | |
| Cotiviti Hldgs | 1.1 | $2.9M | 77k | 37.15 | |
| Ball Corporation (BALL) | 1.1 | $2.8M | 67k | 42.20 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.1 | $2.8M | 8.2k | 336.83 | |
| Advance Auto Parts (AAP) | 1.0 | $2.5M | 22k | 116.59 | |
| Allison Transmission Hldngs I (ALSN) | 0.9 | $2.1M | 57k | 37.52 | |
| Huntington Ingalls Inds (HII) | 0.8 | $1.9M | 10k | 186.14 | |
| SPECTRUM BRANDS Hldgs | 0.7 | $1.7M | 13k | 125.07 | |
| Stewart Information Services Corporation (STC) | 0.6 | $1.6M | 35k | 45.37 | |
| Flowserve Corporation (FLS) | 0.6 | $1.6M | 34k | 46.43 |
