142 is the total number of securities SkyTop Capital Management LLC has owned. The longest SkyTop Capital Management LLC has owned a single stock is 18 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| INXN | INTERXION HOLDING N.V | 11 | 7 | 4.23% | 10.72% | 14.87% | Q2 2015 | Q4 2019 | 18 |
| EQIX | EQUINIX INC | 8 | 3 | 2.58% | 8.86% | 16.03% | Q1 2015 | Q1 2020 | 17 |
| CSTM | CONSTELLIUM SE | 15 | 1 | 3.91% | 8.03% | 15.61% | Q1 2015 | Q3 2019 | 16 |
| LBTYK | LIBERTY GLOBAL PLC | 13 | 2 | 5.63% | 8.25% | 12.75% | Q3 2013 | Q4 2019 | 15 |
| QABA | FIRST TR NASDAQ ABA CM... | 13 | 13 | 2.73% | 4.80% | 6.68% | Q4 2015 | Q4 2018 | 13 |
| NXST | NEXSTAR MEDIA GROUP INC | 6 | 6 | 3.94% | 9.04% | 14.76% | Q1 2016 | Q1 2020 | 12 |
| ALSN | ALLISON TRANSMISSION H... | 6 | 6 | 1.80% | 4.53% | 6.96% | Q3 2013 | Q2 2017 | 12 |
| PYPL | PAYPAL HLDGS INC | 11 | 11 | 3.84% | 5.67% | 9.55% | Q3 2017 | Q1 2020 | 11 |
| MU | MICRON TECHNOLOGY INC | 6 | 4 | 1.03% | 8.75% | 23.28% | Q4 2013 | Q3 2018 | 10 |
| BACWSA | BANK AMER CORP | 9 | 9 | 2.70% | 4.80% | 5.76% | Q4 2016 | Q4 2018 | 9 |
| AABA | ALTABA INC | 8 | 8 | 5.01% | 11.44% | 14.92% | Q2 2017 | Q1 2019 | 8 |
| KAR | KAR AUCTION SVCS INC | 8 | 8 | 1.36% | 7.69% | 22.79% | Q2 2018 | Q1 2020 | 8 |
| TTWO | TAKE-TWO INTERACTIVE S... | 8 | 8 | 3.80% | 5.92% | 8.27% | Q3 2017 | Q2 2019 | 8 |
| 2100PS | GENCORP INC | 7 | 7 | 3.38% | 8.39% | 12.84% | Q2 2013 | Q4 2014 | 7 |
| SEMG | SEMGROUP CORP | 7 | 7 | 4.59% | 8.28% | 13.46% | Q2 2013 | Q4 2014 | 7 |
| XPO | XPO LOGISTICS INC | 7 | 7 | 3.77% | 8.00% | 11.62% | Q3 2017 | Q1 2019 | 7 |
| SUNEQ | SUNEDISON INC | 7 | 7 | 1.31% | 6.19% | 14.24% | Q4 2013 | Q2 2015 | 7 |
| ERA | ERA GROUP INC | 6 | 6 | 3.64% | 7.45% | 11.88% | Q2 2013 | Q3 2014 | 6 |
| MSFT | MICROSOFT CORP | 6 | 6 | 4.42% | 7.10% | 10.58% | Q4 2018 | Q1 2020 | 6 |
| ATVI | ACTIVISION BLIZZARD INC | 6 | 6 | 5.51% | 6.70% | 8.54% | Q2 2017 | Q3 2018 | 6 |
| NXPI | NXP SEMICONDUCTORS N V | 3 | 3 | 0.69% | 4.83% | 13.05% | Q2 2017 | Q4 2018 | 6 |
| IBKR | INTERACTIVE BROKERS GR... | 6 | 6 | 2.22% | 4.75% | 8.18% | Q2 2015 | Q3 2016 | 6 |
| EQIX | EQUINIX INC | 6 | 6 | 1.02% | 4.59% | 7.65% | Q3 2013 | Q4 2014 | 6 |
| TERP | TERRAFORM PWR INC | 5 | 1 | 1.81% | 3.90% | 10.72% | Q1 2015 | Q4 2016 | 6 |
| GM | GENERAL MTRS CO | 6 | 6 | 1.78% | 2.84% | 4.10% | Q4 2018 | Q1 2020 | 6 |
| AAL | AMERICAN AIRLS GROUP INC | 5 | 5 | 5.20% | 11.08% | 14.18% | Q1 2014 | Q1 2015 | 5 |
| ESRX | EXPRESS SCRIPTS HLDG CO | 5 | 5 | 5.89% | 9.24% | 12.62% | Q4 2014 | Q4 2015 | 5 |
| BB | BLACKBERRY LTD | 5 | 5 | 4.34% | 8.26% | 11.42% | Q2 2017 | Q2 2018 | 5 |
| QRTEA | LIBERTY INTERACTIVE CORP | 5 | 5 | 5.45% | 6.12% | 6.73% | Q2 2013 | Q2 2014 | 5 |
| GSM | FERROGLOBE PLC | 5 | 5 | 1.52% | 5.58% | 8.72% | Q1 2016 | Q1 2017 | 5 |
| GT | GOODYEAR TIRE & RUBR CO | 5 | 5 | 3.11% | 4.85% | 6.63% | Q2 2013 | Q2 2014 | 5 |
| BAC | BK OF AMERICA CORP | 5 | 5 | 2.19% | 3.70% | 4.43% | Q1 2019 | Q1 2020 | 5 |
| CABO | CABLE ONE INC | 5 | 5 | 2.31% | 2.79% | 3.13% | Q3 2015 | Q3 2016 | 5 |
| CONE | CYRUSONE INC | 2 | 1 | 1.97% | 2.42% | 2.94% | Q1 2016 | Q1 2020 | 5 |
| IWM | ISHARES TR | 3 | 1 | 10.05% | 17.83% | 33.95% | Q3 2015 | Q1 2017 | 4 |
| IAA | IAA INC | 4 | 4 | 6.37% | 8.72% | 12.05% | Q2 2019 | Q1 2020 | 4 |
| OCN | OCWEN FINL CORP | 4 | 4 | 4.60% | 5.95% | 7.52% | Q2 2013 | Q1 2014 | 4 |
| GRA | GRACE W R & CO DEL NEW | 4 | 4 | 3.01% | 5.16% | 10.93% | Q2 2013 | Q1 2014 | 4 |
| AMZN | AMAZON COM INC | 1 | 1 | 3.27% | 5.11% | 6.14% | Q3 2016 | Q1 2020 | 4 |
| EA | ELECTRONIC ARTS INC | 2 | 2 | 2.66% | 3.61% | 5.08% | Q2 2017 | Q4 2018 | 4 |
| POST | POST HLDGS INC | 4 | 4 | 2.84% | 3.60% | 4.32% | Q2 2015 | Q1 2016 | 4 |
| GTN | GRAY TELEVISION INC | 3 | 1 | 0.37% | 2.88% | 6.27% | Q4 2016 | Q3 2019 | 4 |
| LBTYA | LIBERTY GLOBAL PLC | 4 | 4 | 1.37% | 2.16% | 3.89% | Q4 2015 | Q3 2016 | 4 |
| FCAU | FIAT CHRYSLER AUTOMOBI... | 2 | 2 | 1.20% | 2.01% | 2.82% | Q1 2015 | Q2 2018 | 4 |
| AIG | AMERICAN INTL GROUP INC | 3 | 3 | 7.38% | 7.64% | 7.77% | Q2 2013 | Q4 2013 | 3 |
| COLD | AMERICOLD RLTY TR | 3 | 3 | 6.10% | 6.42% | 6.70% | Q3 2019 | Q1 2020 | 3 |
| GSTCQ | GASTAR EXPL INC NEW | 3 | 3 | 1.78% | 4.51% | 6.52% | Q1 2014 | Q3 2014 | 3 |
| KMIWS | KINDER MORGAN INC DEL | 3 | 3 | 3.18% | 4.46% | 6.83% | Q2 2013 | Q4 2013 | 3 |
| LILAK | LIBERTY GLOBAL PLC | 2 | 1 | 1.18% | 4.05% | 6.38% | Q2 2016 | Q1 2017 | 3 |
| WLBAQ | WESTMORELAND COAL CO | 3 | 3 | 2.86% | 3.77% | 4.49% | Q4 2014 | Q2 2015 | 3 |
| NSAM | NORTHSTAR ASSET MGMT G... | 3 | 3 | 2.13% | 3.59% | 4.67% | Q3 2014 | Q1 2015 | 3 |
| OA | ORBITAL ATK INC | 2 | 1 | 3.18% | 3.49% | 3.75% | Q1 2015 | Q1 2016 | 3 |
| CPRT | COPART INC | 2 | 1 | 0.44% | 3.45% | 5.66% | Q3 2018 | Q1 2020 | 3 |
| RLGY | REALOGY HLDGS CORP | 3 | 3 | 0.97% | 2.64% | 5.61% | Q2 2013 | Q4 2013 | 3 |
| VC | VISTEON CORP | 3 | 3 | 1.32% | 2.51% | 3.21% | Q1 2018 | Q3 2018 | 3 |
| WFCWS | WELLS FARGO CO NEW | 3 | 3 | 0.69% | 2.32% | 4.02% | Q4 2016 | Q2 2017 | 3 |
| APTV | APTIV PLC | 3 | 3 | 1.46% | 2.01% | 3.08% | Q1 2018 | Q3 2018 | 3 |
| NVGS | NAVIGATOR HOLDINGS LTD | 3 | 3 | 1.66% | 1.79% | 2.04% | Q1 2014 | Q3 2014 | 3 |
| CVNA | CARVANA CO | 2 | 1 | 0.43% | 0.90% | 1.64% | Q2 2018 | Q4 2019 | 3 |
| LOV | SPARK NETWORKS SE | 3 | 3 | 0.16% | 0.34% | 0.68% | Q3 2019 | Q1 2020 | 3 |
| SPY | SPDR S&P 500 ETF TR | 2 | 2 | 18.81% | 21.94% | 25.06% | Q4 2016 | Q1 2017 | 2 |
| MU | MICRON TECHNOLOGY INC | 2 | 2 | 10.26% | 11.61% | 12.95% | Q4 2014 | Q1 2015 | 2 |
| CSTM | CONSTELLIUM SE | 2 | 2 | 8.43% | 11.34% | 14.24% | Q4 2019 | Q1 2020 | 2 |
| BABA | ALIBABA GROUP HLDG LTD | 2 | 2 | 4.29% | 8.67% | 13.05% | Q4 2019 | Q1 2020 | 2 |
| DVA | DAVITA INC | 2 | 2 | 5.14% | 7.36% | 9.58% | Q2 2019 | Q3 2019 | 2 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 4.54% | 6.78% | 9.01% | Q2 2017 | Q1 2020 | 2 |
| FTDCQ | FTD COS INC | 2 | 2 | 6.04% | 6.22% | 6.40% | Q4 2013 | Q1 2014 | 2 |
| DAL | DELTA AIR LINES INC DEL | 2 | 2 | 4.92% | 5.39% | 5.85% | Q4 2014 | Q1 2015 | 2 |
| AMBC | AMBAC FINL GROUP INC | 2 | 2 | 2.13% | 4.37% | 6.61% | Q4 2013 | Q1 2014 | 2 |
| X | UNITED STATES STL CORP... | 2 | 2 | 3.93% | 4.21% | 4.48% | Q4 2016 | Q1 2017 | 2 |
| DYN | DYNEGY INC NEW DEL | 2 | 2 | 3.41% | 4.20% | 5.00% | Q1 2016 | Q2 2016 | 2 |
| ICE | INTERCONTINENTALEXCHAN... | 2 | 2 | 2.85% | 3.96% | 5.08% | Q2 2013 | Q3 2013 | 2 |
| MPC | MARATHON PETE CORP | 2 | 2 | 3.04% | 3.52% | 4.00% | Q2 2018 | Q3 2018 | 2 |
| VLO | VALERO ENERGY CORP NEW | 2 | 2 | 3.16% | 3.47% | 3.78% | Q2 2018 | Q3 2018 | 2 |
| DFODQ | DEAN FOODS CO NEW | 2 | 2 | 2.83% | 3.29% | 3.75% | Q3 2013 | Q4 2013 | 2 |
| SHOP | SHOPIFY INC | 1 | 1 | 2.98% | 3.16% | 3.33% | Q3 2017 | Q3 2018 | 2 |
| 3106PS | DELPHI AUTOMOTIVE PLC | 2 | 2 | 2.90% | 3.00% | 3.10% | Q2 2017 | Q3 2017 | 2 |
| FMSA | FAIRMOUNT SANTROL HLDG... | 1 | 1 | 1.31% | 2.79% | 4.26% | Q3 2016 | Q1 2017 | 2 |
| LILA | LIBERTY GLOBAL PLC | 2 | 2 | 0.20% | 2.77% | 5.34% | Q2 2016 | Q3 2016 | 2 |
| AAL | AMERICAN AIRLS GROUP INC | 2 | 2 | 2.24% | 2.37% | 2.50% | Q4 2014 | Q1 2015 | 2 |
| RLD | REALD INC | 2 | 2 | 1.87% | 2.33% | 2.80% | Q4 2013 | Q1 2014 | 2 |
| COR | CORESITE RLTY CORP | 2 | 2 | 1.51% | 2.10% | 2.68% | Q1 2016 | Q2 2016 | 2 |
| GOOG | ALPHABET INC | 2 | 2 | 1.72% | 1.90% | 2.08% | Q3 2018 | Q4 2018 | 2 |
| SLCA | U S SILICA HLDGS INC | 1 | 1 | 1.60% | 1.88% | 2.17% | Q3 2016 | Q1 2017 | 2 |
| TEL | TE CONNECTIVITY LTD | 2 | 2 | 0.74% | 1.35% | 1.95% | Q4 2019 | Q1 2020 | 2 |
| RACE | FERRARI N V | 2 | 2 | 1.05% | 1.20% | 1.34% | Q3 2018 | Q4 2018 | 2 |
| FWONK | LIBERTY MEDIA CORP DEL... | 2 | 2 | 0.70% | 0.97% | 1.24% | Q3 2018 | Q4 2018 | 2 |
| ORLY | O REILLY AUTOMOTIVE IN... | 2 | 2 | 0.70% | 0.72% | 0.74% | Q3 2018 | Q4 2018 | 2 |
| AAP | ADVANCE AUTO PARTS INC | 2 | 2 | 0.48% | 0.58% | 0.69% | Q3 2018 | Q4 2018 | 2 |
| KRA | KRATON PERFORMANCE POL... | 1 | 1 | 13.86% | 13.86% | 13.86% | Q2 2016 | Q2 2016 | 1 |
| SEDG | SOLAREDGE TECHNOLOGIES... | 1 | 1 | 9.76% | 9.76% | 9.76% | Q4 2015 | Q4 2015 | 1 |
| SNDK | SANDISK CORP | 1 | 1 | 9.47% | 9.47% | 9.47% | Q2 2014 | Q2 2014 | 1 |
| BKD | BROOKDALE SR LIVING INC | 1 | 1 | 8.63% | 8.63% | 8.63% | Q2 2015 | Q2 2015 | 1 |
| NWSA | NEWS CORP NEW | 1 | 1 | 8.32% | 8.32% | 8.32% | Q3 2013 | Q3 2013 | 1 |
| SAVE | SPIRIT AIRLS INC | 1 | 1 | 6.82% | 6.82% | 6.82% | Q4 2015 | Q4 2015 | 1 |
| RAIL | FREIGHTCAR AMER INC | 1 | 1 | 6.81% | 6.81% | 6.81% | Q3 2014 | Q3 2014 | 1 |
| PBF | PBF ENERGY INC | 1 | 1 | 5.88% | 5.88% | 5.88% | Q4 2016 | Q4 2016 | 1 |
| CVS | CVS HEALTH CORP | 1 | 1 | 5.86% | 5.86% | 5.86% | Q3 2015 | Q3 2015 | 1 |
| MRC | MRC GLOBAL INC | 1 | 1 | 5.73% | 5.73% | 5.73% | Q2 2013 | Q2 2013 | 1 |
| M | MACYS INC | 1 | 1 | 5.64% | 5.64% | 5.64% | Q1 2016 | Q1 2016 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 5.56% | 5.56% | 5.56% | Q4 2014 | Q4 2014 | 1 |
| HCA | HCA HOLDINGS INC | 1 | 1 | 5.01% | 5.01% | 5.01% | Q3 2015 | Q3 2015 | 1 |
| XOP | SPDR SERIES TRUST | 1 | 1 | 4.99% | 4.99% | 4.99% | Q2 2018 | Q2 2018 | 1 |
| DVN | DEVON ENERGY CORP NEW | 1 | 1 | 4.72% | 4.72% | 4.72% | Q4 2019 | Q4 2019 | 1 |
| TWI | TITAN INTL INC ILL | 1 | 1 | 4.68% | 4.68% | 4.68% | Q3 2013 | Q3 2013 | 1 |
| SPB | SPECTRUM BRANDS HLDGS INC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q2 2013 | Q2 2013 | 1 |
| SEMI | SUNEDISON SEMICONDUCTO... | 1 | 1 | 4.41% | 4.41% | 4.41% | Q2 2015 | Q2 2015 | 1 |
| GTLS | CHART INDS INC | 1 | 1 | 4.32% | 4.32% | 4.32% | Q1 2014 | Q1 2014 | 1 |
| SONY | SONY CORP | 1 | 1 | 4.29% | 4.29% | 4.29% | Q2 2017 | Q2 2017 | 1 |
| HUN | HUNTSMAN CORP | 1 | 1 | 4.24% | 4.24% | 4.24% | Q1 2017 | Q1 2017 | 1 |
| CSIQ | CANADIAN SOLAR INC | 1 | 1 | 4.01% | 4.01% | 4.01% | Q2 2015 | Q2 2015 | 1 |
| DF | DEAN FOODS CO NEW | 1 | 1 | 3.64% | 3.64% | 3.64% | Q2 2013 | Q2 2013 | 1 |
| EBAY | EBAY INC | 1 | 1 | 3.44% | 3.44% | 3.44% | Q2 2015 | Q2 2015 | 1 |
| WWAVB | WHITEWAVE FOODS CO | 1 | 1 | 3.17% | 3.17% | 3.17% | Q2 2013 | Q2 2013 | 1 |
| HTZ | HERTZ GLOBAL HOLDINGS INC | 1 | 1 | 3.11% | 3.11% | 3.11% | Q3 2013 | Q3 2013 | 1 |
| IGT | INTERNATIONAL GAME TEC... | 1 | 1 | 2.89% | 2.89% | 2.89% | Q2 2014 | Q2 2014 | 1 |
| FCX | FREEPORT-MCMORAN INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2016 | Q1 2016 | 1 |
| GD | GENERAL DYNAMICS CORP | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2014 | Q4 2014 | 1 |
| KIM | KIMCO RLTY CORP | 1 | 1 | 2.47% | 2.47% | 2.47% | Q2 2017 | Q2 2017 | 1 |
| ATUS | ALTICE USA INC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q4 2019 | Q4 2019 | 1 |
| GDX | VANECK VECTORS ETF TR | 1 | 1 | 2.09% | 2.09% | 2.09% | Q3 2019 | Q3 2019 | 1 |
| URI | UNITED RENTALS INC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q3 2013 | Q3 2013 | 1 |
| TAP | MOLSON COORS BREWING CO | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2019 | Q3 2019 | 1 |
| SQM | SOCIEDAD QUIMICA MINER... | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2017 | Q3 2017 | 1 |
| MT | ARCELORMITTAL SA LUXEM... | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2016 | Q1 2016 | 1 |
| CC | CHEMOURS CO | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2017 | Q1 2017 | 1 |
| SBGI | SINCLAIR BROADCAST GRO... | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2017 | Q2 2017 | 1 |
| QTS | QTS RLTY TR INC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2016 | Q2 2016 | 1 |
| DFT | DUPONT FABROS TECHNOLO... | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2016 | Q2 2016 | 1 |
| TGNA | TEGNA INC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2017 | Q2 2017 | 1 |
| BRSWQ | BRISTOW GROUP INC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2016 | Q3 2016 | 1 |
| MGA | MAGNA INTL INC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2017 | Q4 2017 | 1 |
| EAF | GRAFTECH INTL LTD | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2018 | Q3 2018 | 1 |
| CTO | CONSOLIDATED TOMOKA LD CO | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2014 | Q3 2014 | 1 |
| AIMC | ALTRA INDL MOTION CORP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2019 | Q3 2019 | 1 |
| GTX | GARRETT MOTION INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
| LXU | LSB INDS INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2016 | Q2 2016 | 1 |
| ACW | ACCURIDE CORP NEW | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2013 | Q3 2013 | 1 |
| SGMS | SCIENTIFIC GAMES CORP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2015 | Q1 2015 | 1 |
| UNTD | UNITED ONLINE INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2013 | Q3 2013 | 1 |
| DAN | DANA INCORPORATED | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2018 | Q2 2018 | 1 |
| None | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 | |
Download | |||||||||
The securities at the top of the list , including INTERXION HOLDING N.V, EQUINIX INC, and CONSTELLIUM SE, are the highest-conviction holdings of SkyTop Capital Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by SkyTop Capital Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that SkyTop Capital Management LLC owns currently or has owned in the past.