SkyTop Capital Management LLC — Q3 2019 13F Holdings

Name: SkyTop Capital Management LLC — 13F Holdings, Q3 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	CSTM	Constellium SE	Stock-Other	15.61%	—	-11.32%
2	✓		Stock-Other	11.14%	—	—
3	OPLN	Openlane INC	Stock-Other	10.78%	-4.89%	EXIT
4	IAA-WUSD	Iaa INC	Stock-Other	9.68%	-6.37%	EXIT
5	EQIX	Equinix INC	Stock-Real Estate	8.72%	-10.40%	EXIT
6	MSFT	Microsoft CORP	Stock-Tech	6.54%	-10.59%	EXIT
7	COLD	Americold Realty Trust INC	Stock-Real Estate	6.10%	-6.46%	EXIT
8	LBTYA	Liberty Global Ltd.	Stock-Other	6.06%	—	—
9	DVA	Davita INC	Stock-Healthcare	5.15%	—	-42.50%
10	NXST	Nexstar Media Group INC	Stock-Comm Services	4.67%	-4.52%	EXIT
11	PYPL	Paypal Holdings INC	Stock-Financials	3.85%	-4.94%	EXIT
12	BAC	Bank Of America CORP	Stock-Financials	3.70%	-2.19%	EXIT
13	GM	General Motors Co	Stock-Consumer Disc	2.44%	-1.78%	EXIT
14	GDX	Vaneck Gold Miners ETF	ETF-Commodities	2.09%	—	—
15	TAP	Molson Coors Beverage Co - B	Stock-Consumer Staples	1.90%	—	—
16	AIMCUSD	Altra Industrial Motion CORP	Stock-Other	1.01%	—	—
17	GTN	Gray Media INC	Stock-Other	0.37%	—	—
18	LOVUSD	Spark Networks Se-adr	Stock-Other	0.20%	-0.68%	EXIT

Position changes disclosed by SkyTop Capital Management LLC for the quarter ending Q3 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	OPLN	Openlane INC	+1.7%	+31.77%	Add
2	CSTM	Constellium SE	+0.5%	-11.32%	Trim
3	EQIX	Equinix INC	+0.4%	—	Unchanged
4	✓		-0.2%	—	Unchanged
5	BAC	Bank Of America CORP	-0.3%	—	Unchanged
6	MSFT	Microsoft CORP	-0.3%	—	Unchanged
7	PYPL	Paypal Holdings INC	-0.8%	—	Unchanged
8	GM	General Motors Co	-1.4%	-29.66%	Trim
9	IAA-WUSD	Iaa INC	-2.4%	-18.93%	Trim
10	DVA	Davita INC	-4.4%	-42.50%	Trim
11	NXST	Nexstar Media Group INC	-6.5%	-55.20%	Trim
12	COLD	Americold Realty Trust INC	—	NEW	New buy
13	LBTYA	Liberty Global Ltd.	—	NEW	New buy
14	TTWO	Take-two Interactive Softwre	—	EXIT	Sold out
15	GDX	Vaneck Gold Miners ETF	—	NEW	New buy
16	TAP	Molson Coors Beverage Co - B	—	NEW	New buy
17	AIMCUSD	Altra Industrial Motion CORP	—	NEW	New buy
18	GTN	Gray Media INC	—	NEW	New buy
19	LOVUSD	Spark Networks Se-adr	—	NEW	New buy