SkyTop Capital Management LLC — Q1 2019 13F Holdings

Name: SkyTop Capital Management LLC — 13F Holdings, Q1 2019
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	OPLN	Openlane INC	Stock-Other	22.79%	-4.89%	EXIT
2	NXST	Nexstar Media Group INC	Stock-Comm Services	12.17%	-4.52%	EXIT
3	✓		Stock-Other	11.55%	—	+2.02%
4	AABAUSD	Altaba INC	Stock-Other	10.28%	—	-14.43%
5	EQIX	Equinix INC	Stock-Real Estate	9.75%	-10.40%	EXIT
6	CSTM	Constellium SE	Stock-Other	8.59%	—	+40.41%
7	PYPL	Paypal Holdings INC	Stock-Financials	4.60%	-4.94%	EXIT
8	MSFT	Microsoft CORP	Stock-Tech	4.42%	-10.59%	EXIT
9	BAC	Bank Of America CORP	Stock-Financials	4.17%	-2.19%	EXIT
10	GM	General Motors Co	Stock-Consumer Disc	4.10%	-1.78%	EXIT
11	TTWO	Take-two Interactive Softwre	Stock-Comm Services	3.80%	—	-23.16%
12	XPO	Xpo INC	Stock-Industrials	3.77%	—	—

Position changes disclosed by SkyTop Capital Management LLC for the quarter ending Q1 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	OPLN	Openlane INC	+20.1%	+1018.25%	Add
2	EQIX	Equinix INC	+2.6%	+53.33%	Add
3	GM	General Motors Co	+1.6%	+114.55%	Add
4	NXST	Nexstar Media Group INC	+1.6%	+20.00%	Add
5	CSTM	Constellium SE	+0.9%	+40.41%	Add
6	PYPL	Paypal Holdings INC	-0.8%	—	Unchanged
7	✓		-1.7%	+2.02%	Add
8	XPO	Xpo INC	-2%	—	Unchanged
9	MSFT	Microsoft CORP	-2.4%	-20.00%	Trim
10	AABAUSD	Altaba INC	-3.2%	-14.43%	Trim
11	TTWO	Take-two Interactive Softwre	-4%	-23.16%	Trim
12	BAC	Bank Of America CORP	—	NEW	New buy
13	BAC	Bank of America Corporation	—	EXIT	Sold out
14	QABA	First Trust Nasdaq Aba Cbif	—	EXIT	Sold out
15	EA	Electronic Arts INC	—	EXIT	Sold out
16	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
17	RACE	Ferrari N.V.	—	EXIT	Sold out
18	FWONKUSD	Liberty Media Corp-liberty-c	—	EXIT	Sold out
19	ORLY	O'reilly Automotive INC	—	EXIT	Sold out
20	NXPI	NXP Semiconductors N.V.	—	EXIT	Sold out
21	AAP	Advance Auto Parts INC	—	EXIT	Sold out