HoldingsChannel.com
Landscape Capital Management L.L.C. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IWM) 509,751 -169,900 $79,266
     IWM509,751-169,900$79,266
SELECT SECTOR SPDR TR (XLK) 734,276 +50,000 $57,303
     XLK734,276+50,000$57,303
SELECT SECTOR SPDR TR (XLV) 508,234 -40,000 $47,083
     XLV508,234-40,000$47,083
HEICO CORP NEW      $34,698
     HEI.A335,671+230,033$34,698
BLACKROCK DEBT STRAT FD INC 1,557,080 +347,611 $16,770
     DSU1,557,080+347,611$16,770
CONSTELLATION BRANDS INC 79,476 +74,678 $15,652
     STZ79,476+74,678$15,652
WINGSTOP INC 156,848 +35,290 $14,861
     WING156,848+35,290$14,861
PAYCHEX INC 134,651 +59,724 $11,080
     PAYX134,651+59,724$11,080
BOSTON BEER INC 29,146 +29,146 $11,010
     SAM29,146+29,146$11,010
DUNKIN BRANDS GROUP INC 122,198 +52,168 $9,734
     DNKN122,198+52,168$9,734
INTEGRA LIFESCIENCES HLDGS C 173,883 +173,883 $9,711
     IART173,883+173,883$9,711
DECKERS OUTDOOR CORP 54,609 +30,660 $9,610
     DECK54,609+30,660$9,610
KEURIG DR PEPPER INC 319,458 +319,458 $9,232
     KDP319,458+319,458$9,232
MERIT MED SYS INC 150,939 +150,939 $8,990
     MMSI150,939+150,939$8,990
STRYKER CORP 43,510 +43,510 $8,945
     SYK43,510+43,510$8,945
CHIPOTLE MEXICAN GRILL INC 11,410 +4,636 $8,362
     CMG11,410+4,636$8,362
CAMPBELL SOUP CO 205,260 +188,761 $8,225
     CPB205,260+188,761$8,225
SCOTTS MIRACLE GRO CO 82,706 +29,162 $8,147
     SMG82,706+29,162$8,147
YUM BRANDS INC 71,085 -41,745 $7,867
     YUM71,085-41,745$7,867
NORWEGIAN CRUISE LINE HLDG L 144,898 +25,458 $7,771
     NCLH144,898+25,458$7,771
CALLAWAY GOLF CO 450,776 +450,776 $7,735
     ELY450,776+450,776$7,735
WRIGHT MED GROUP N V 250,994 +250,994 $7,485
     WMGI250,994+250,994$7,485
LULULEMON ATHLETICA INC 40,896 +32,697 $7,370
     LULU40,896+32,697$7,370
BIG LOTS INC 257,442 +257,442 $7,365
     BIG257,442+257,442$7,365
CASEYS GEN STORES INC 46,460 +46,460 $7,247
     CASY46,460+46,460$7,247
V F CORP 82,009 +21,450 $7,163
     VFC82,009+21,450$7,163
INTUIT 27,331 -5,361 $7,142
     INTU27,331-5,361$7,142
MASIMO CORP 45,572 +45,572 $6,782
     MASI45,572+45,572$6,782
FRESHPET INC 148,074 +148,074 $6,739
     FRPT148,074+148,074$6,739
CONMED CORP 78,722 +78,722 $6,736
     CNMD78,722+78,722$6,736
FLOWERS FOODS INC 274,168 +274,168 $6,380
     FLO274,168+274,168$6,380
PLANET FITNESS INC 86,893 +86,893 $6,295
     PLNT86,893+86,893$6,295
JACK IN THE BOX INC 75,882 +75,882 $6,176
     JACK75,882+75,882$6,176
SERVICEMASTER GLOBAL HLDGS I 117,423 +11,908 $6,117
     SERV117,423+11,908$6,117
GENERAL MLS INC 116,389 +116,389 $6,113
     GIS116,389+116,389$6,113
CHILDRENS PL INC 62,417 +62,417 $5,953
     PLCE62,417+62,417$5,953
MICHAELS COS INC 681,465 +681,465 $5,929
     MIK681,465+681,465$5,929
ALTICE USA INC 242,001 +132,768 $5,893
     ATUS242,001+132,768$5,893
STARBUCKS CORP 67,619 +27,043 $5,669
     SBUX67,619+27,043$5,669
GRUBHUB INC 72,321 +31,349 $5,640
     GRUB72,321+31,349$5,640
PENUMBRA INC 35,040 +35,040 $5,606
     PEN35,040+35,040$5,606
ROYAL CARIBBEAN CRUISES LTD 45,069 +34,031 $5,463
     RCL45,069+34,031$5,463
RENT A CTR INC NEW 201,833 UNCH $5,375
     RCII201,833UNCH$5,375
HYATT HOTELS CORP 68,378 +29,536 $5,206
     H68,378+29,536$5,206
BLOOMIN BRANDS INC 273,845 +200,740 $5,178
     BLMN273,845+200,740$5,178
COVETRUS INC 211,654 +211,654 $5,177
     CVETV211,654+211,654$5,177
SPIRIT AIRLS INC 107,771 +75,272 $5,144
     SAVE107,771+75,272$5,144
ADOBE INC 16,975 +11,027 $5,002
     ADBE16,975+11,027$5,002
DENTSPLY SIRONA INC 85,649 +55,138 $4,998
     XRAY85,649+55,138$4,998
SALESFORCE COM INC 31,854 +28,096 $4,833
     CRM31,854+28,096$4,833

See Full List: All Stocks Held By Landscape Capital Management L.L.C.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Landscape Capital Management L.L.C.

Size ($ in 1000's)
At 06/30/2019: $1,253,501
At 03/31/2019: $1,054,713

Landscape Capital Management L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Landscape Capital Management L.L.C. 13F filings. Link to 13F filings: SEC filings

Landscape Capital Management L.L.C. Top Holdings 13F Filings | www.HoldingsChannel.com

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