$98.5 Million is the total value of SkyTop Capital Management LLC's 14 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AABA | ALTABA INC | $13,970,000 | +5.4% | 200,000 | 0.0% | 14.18% | +25.3% | |
| INXN | INTERXION HOLDING N.V | $12,026,000 | +15.7% | 204,078 | 0.0% | 12.20% | +37.5% | |
| XPO | XPO LOGISTICS INC | $11,449,000 | +35.1% | 125,000 | 0.0% | 11.62% | +60.6% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6,587,000 | +7.4% | 60,000 | 0.0% | 6.68% | +27.6% | |
| ATVI | ACTIVISION BLIZZARD INC | $6,332,000 | -1.8% | 100,000 | 0.0% | 6.43% | +16.6% | |
| QABA | FIRST TR NASDAQ ABA CMNTY BK | $5,871,000 | -0.6% | 112,000 | 0.0% | 5.96% | +18.2% | |
| PYPL | PAYPAL HLDGS INC | $5,522,000 | +15.0% | 75,000 | 0.0% | 5.60% | +36.6% | |
| EQIX | EQUINIX INC | $5,439,000 | +1.5% | 12,000 | 0.0% | 5.52% | +20.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
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.