SkyTop Capital Management LLC — Q1 2018 13F Holdings

Name: SkyTop Capital Management LLC — 13F Holdings, Q1 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001512690

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AABAUSD	Altaba INC	Stock-Other	14.92%	—	-13.40%
2	✓		Stock-Other	12.77%	—	-13.40%
3	CSTM	Constellium SE	Stock-Other	11.98%	—	+2.87%
4	XPO	Xpo INC	Stock-Industrials	10.87%	—	-26.56%
5	PYPL	Paypal Holdings INC	Stock-Financials	9.55%	-4.94%	EXIT
6	BB	Blackberry LTD	Stock-Other	7.60%	—	-43.55%
7	ATVIEUR	Activision Blizzard INC	Stock-Comm Services	6.79%	—	-13.40%
8	QABA	First Trust Nasdaq Aba Cbif	ETF-Tech	5.98%	—	-13.40%
9	TTWO	Take-two Interactive Softwre	Stock-Comm Services	5.91%	—	-13.40%
10	BAC	Bank of America Corporation	Stock-Financials	5.77%	—	-13.40%
11	VC	Visteon CORP	Stock-Other	3.21%	—	—
12	STLA	Stellantis N.V.	Stock-Consumer Disc	2.15%	—	—
13	APTV	Aptiv PLC	Stock-Consumer Disc	1.48%	—	—
14	MU	Micron Technology INC	Stock-Tech	1.03%	—	-43.33%

Position changes disclosed by SkyTop Capital Management LLC for the quarter ending Q1 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	PYPL	Paypal Holdings INC	+4%	+44.33%	Add
2	CSTM	Constellium SE	+1.5%	+2.87%	Add
3	AABAUSD	Altaba INC	+0.7%	-13.40%	Trim
4	✓		+0.6%	-13.40%	Trim
5	ATVIEUR	Activision Blizzard INC	+0.4%	-13.40%	Trim
6	BAC	Bank of America Corporation	+0.2%	-13.40%	Trim
7	QABA	First Trust Nasdaq Aba Cbif	0%	-13.40%	Trim
8	MU	Micron Technology INC	-0.2%	-43.33%	Trim
9	XPO	Xpo INC	-0.8%	-26.56%	Trim
10	TTWO	Take-two Interactive Softwre	-0.8%	-13.40%	Trim
11	BB	Blackberry LTD	-3.8%	-43.55%	Trim
12	EQIX	Equinix INC	—	EXIT	Sold out
13	VC	Visteon CORP	—	NEW	New buy
14	NXPI	NXP Semiconductors N.V.	—	EXIT	Sold out
15	STLA	Stellantis N.V.	—	NEW	New buy
16	APTV	Aptiv PLC	—	NEW	New buy
17	MGA	Magna International INC	—	EXIT	Sold out