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Tiger Eye Capital LLC

Q2 2015 Holdings

Filed 2015-08-13 | 45 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Allergan PLC CMNCOMG0177J108$91.5K301,6186.7%
Valeant Pharmaceuticals Intl CMNCOM91911K102$64.6K290,7684.7%
Zoetis Inc. CMN Class A(ZTS)COM98978V103$59.1K1,225,5354.3%
Liberty Ventures CMN Series Class ACOM53071M880$55.5K1,413,0914.1%
Mohawk Inds Inc COM STK(MHK)COM608190104$50.7K265,3693.7%
Liberty Global, PLC CMN Class ACOMG5480U104$49.2K909,9143.6%
Axalta Coat SYS(AXTA)COMG0750C108$48.0K1,450,6313.5%
Spectrum Brands Holdings Inc COMCOM84763R101$47.8K469,0003.5%
Snap-On Inc CMN(SNA)COM833034101$47.6K298,8233.5%
Macquarie Infrastructure Compa COM STKCOM55608B105$47.0K568,3143.5%
Apple Inc COM STK(AAPL)COM037833100$44.7K356,5023.3%
Electronic Arts CMN(EA)COM285512109$44.3K666,8343.3%
CDK Global Holdings LLC(CDK)COM12508E101$42.4K784,6173.1%
Walt Disney Company (the) CMN(DIS)COM254687106$42.0K367,7413.1%
Transdigm Group Incorporated CMN(TDG)COM893641100$41.9K186,6053.1%
Level 3 Communications Inc CMNCOM52729N308$41.2K783,1323.0%
Time Wrnr CBLCOM88732J207$41.0K230,1003.0%
O'reilly Automotive Inc CMN(ORLY)COM67103H107$37.0K163,6652.7%
Spirit Aerosystems Holdings Inc CMN(S9Q)COM848574109$36.0K653,2322.6%
Global Pmts Inc COM STK(GPN)COM37940X102$35.5K342,9002.6%
Dollar Tree Inc. CMN(DLTR)COM256746108$33.5K423,7002.5%
Roper Technologies Inc CMN(ROP)COM776696106$33.4K193,7002.5%
Hilton Worldwide Holdings Inc COM STKCOM43300A104$33.0K1,198,7032.4%
Hologic Incorporated CMN(HOLX)COM436440101$26.2K689,4001.9%
T-Mobile US Inc COM STK(TMUS)COM872590104$25.1K646,7791.8%
Vantiv IncCOM92210H105$24.1K630,0001.8%
Shire Limited Sponsored ADR CMNCOM82481R106$21.3K88,3721.6%
Halliburton Company CMN(HAL)COM406216101$20.2K469,3841.5%
Diamondback Energy Inc COM STK(FANG)COM25278X109$18.9K250,4371.4%
Illumina Inc COM STK(ILMN)COM452327109$18.2K83,2001.3%
Mckesson Corp COM STK(MCK)COM58155Q103$17.4K77,5741.3%
Sealed AIR Corporation CMN(SEE)COM81211K100$16.7K325,8001.2%
Centene Corporation CMN(CNC)COM15135B101$15.6K194,0991.1%
RSP Permian Inc CMNCOM74978Q105$15.6K554,0841.1%
IAC Ractivecorp CMN(IACIEUR)COM44919P508$11.7K146,7410.9%
HCA Holdings, Inc. CMN(HCA)COM40412C101$11.6K127,8000.9%
Zayo Group Holdings, Inc. CMNCOM98919V105$10.4K404,1290.8%
Thermo Fisher Scientific Inc CMN(TMO)COM883556102$9.1K70,1000.7%
Transunion CMN(TRU)COM89400J107$8.9K355,0070.7%
Concordia Healthcare Corp CMNCOM206519100$8.2K113,5000.6%
Charter Communications, Inc. CMNCOM16117M305$6.5K37,9400.5%
Under Armour Inc CL A COM STK(UAA)COM904311107$3.5K41,7000.3%
Envision Healthcare Holdings, *inc. CMNCOM29413U103$3.0K75,9000.2%
Endochoice Holdings, Inc. CMNCOM29272U103$1.3K80,0000.1%
Summit Materials, Inc. CMN Class A(7SU)COM86614U100$51020,0000.0%