Cider Mill Investments LP 13F Holdings
CIK 0001672201 · GREENWICH, CT
As of Mar 31, 2019, Cider Mill Investments LP reported 24 positions worth $72.2K in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANTIV INC | WP | Technology | 71,300 | $8.1K | 11.21% |
| UNITED STATES OIL FUND LP | USO | — | 478,300 | $6.0K | 8.28% |
| BERRY GLOBAL GROUP INC | BERY | Consumer Cyclical | 106,705 | $5.7K | 7.96% |
| FIDELITY NATIONAL INFORMATION SERVICES INC | FIS | Technology | 47,400 | $5.4K | 7.43% |
| ADOBE INC | ADBE | Technology | 16,300 | $4.3K | 6.02% |
| SALESFORCE INC | CRM | Technology | 27,200 | $4.3K | 5.97% |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 40,300 | $3.1K | 4.25% |
| FLEETCOR TECHNOLOGIES INCORPORATED | — | — | 12,300 | $3.0K | 4.20% |
| TRANSUNION | TRU | Industrials | 45,200 | $3.0K | 4.18% |
| S&P GLOBAL INC | SPGI | Financial Services | 14,206 | $3.0K | 4.14% |
| GLOBAL PAYMENTS INC | GPN | Industrials | 21,900 | $3.0K | 4.14% |
| MICROSOFT CORP | MSFT | Technology | 25,126 | $3.0K | 4.10% |
| WPX ENERGY INC | WPX | Energy | 216,300 | $2.8K | 3.93% |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 8,163 | $2.8K | 3.92% |
| ISHARES MSCI INDIA ETF | INDA | — | 71,000 | $2.5K | 3.47% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 8,300 | $2.3K | 3.15% |
| GMS INC | GMS | Basic Materials | 141,361 | $2.1K | 2.96% |
| ICICI BANK LTD | IBN | Financial Services | 136,700 |