$0 is the total value of SkyTop Capital Management LLC's 0 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 105.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Nonenone | $0 | – | 0 | +100.0% | 0.00% | – | |
| LOV | Exit | SPARK NETWORKS SEsponsored adr | $0 | – | -254,822 | -100.0% | -0.68% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -83,000 | -100.0% | -1.78% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -30,000 | -100.0% | -1.95% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -100,000 | -100.0% | -2.19% | – |
| CONE | Exit | CYRUSONE INC | $0 | – | -46,100 | -100.0% | -2.94% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP INCcl a | $0 | – | -75,782 | -100.0% | -4.52% | – |
| KAR | Exit | KAR AUCTION SVCS INC | $0 | – | -394,888 | -100.0% | -4.89% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -50,000 | -100.0% | -4.94% | – |
| CPRT | Exit | COPART INC | $0 | – | -80,000 | -100.0% | -5.66% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,050 | -100.0% | -6.14% | – |
| IAA | Exit | IAA INC | $0 | – | -205,838 | -100.0% | -6.37% | – |
| COLD | Exit | AMERICOLD RLTY TR | $0 | – | -183,723 | -100.0% | -6.46% | – |
| CSTM | Exit | CONSTELLIUM SE | $0 | – | -1,566,817 | -100.0% | -8.43% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -20,000 | -100.0% | -9.01% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -16,124 | -100.0% | -10.40% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -65,000 | -100.0% | -10.58% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -65,000 | -100.0% | -13.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTERXION HOLDING N.V | 18 | Q4 2019 | 14.9% |
| EQUINIX INC | 17 | Q1 2020 | 16.0% |
| CONSTELLIUM SE | 16 | Q3 2019 | 15.6% |
| LIBERTY GLOBAL PLC | 15 | Q4 2019 | 12.8% |
| FIRST TR NASDAQ ABA CMNTY BK | 13 | Q4 2018 | 6.7% |
| NEXSTAR MEDIA GROUP INC | 12 | Q1 2020 | 14.8% |
| ALLISON TRANSMISSION HLDGS I | 12 | Q2 2017 | 7.0% |
| PAYPAL HLDGS INC | 11 | Q1 2020 | 9.6% |
| MICRON TECHNOLOGY INC | 10 | Q3 2018 | 23.3% |
| BANK AMER CORP | 9 | Q4 2018 | 5.8% |
View SkyTop Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-15 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-15 |
View SkyTop Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.