$159 Million is the total value of SkyTop Capital Management LLC's 16 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 300.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EQIX | New | EQUINIX INC | $16,454,000 | – | 70,665 | +100.0% | 10.38% | – |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $11,280,000 | +6.6% | 130,000 | +4.0% | 7.11% | +20.8% |
| CSTM | New | CONSTELLIUM NVcl a | $8,798,000 | – | 433,021 | +100.0% | 5.55% | – |
| TERP | New | TERRAFORM PWR INC | $6,771,000 | – | 185,473 | +100.0% | 4.27% | – |
| WLBAQ | Buy | WESTMORELAND COAL CO | $6,280,000 | +22.3% | 234,689 | +51.8% | 3.96% | +38.7% |
| OA | New | ORBITAL ATK INC | $5,047,000 | – | 65,862 | +100.0% | 3.18% | – |
| FCAU | New | FIAT CHRYSLER AUTOMOBILES N | $2,991,000 | – | 184,000 | +100.0% | 1.89% | – |
| SGMS | New | SCIENTIFIC GAMES CORPcl a | $1,047,000 | – | 100,000 | +100.0% | 0.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-15
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.