HoldingsChannel.com
Three Peaks Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
CDW CORP 71,968 -1,097 $7,988
     CDW71,968-1,097$7,988
SERVICE CORP INTL 165,845 +3,262 $7,758
     SCI165,845+3,262$7,758
IQVIA HLDGS INC 45,785 +5,279 $7,367
     IQV45,785+5,279$7,367
TRANSUNION 99,953 +6,918 $7,348
     TRU99,953+6,918$7,348
FIDELITY NATL INFORMATION SV 56,611 -640 $6,945
     FIS56,611-640$6,945
IHS MARKIT LTD 108,714 +5,858 $6,927
     INFO108,714+5,858$6,927
ONEOK INC NEW 97,082 +25,164 $6,680
     OKE97,082+25,164$6,680
SS&C TECHNOLOGIES HLDGS INC 115,530 +26,573 $6,656
     SSNC115,530+26,573$6,656
REPUBLIC SVCS INC 73,223 +3,611 $6,344
     RSG73,223+3,611$6,344
VICI PPTYS INC 261,745 +57,479 $5,769
     VICI261,745+57,479$5,769
GLOBAL PMTS INC 35,642 +1,699 $5,707
     GPN35,642+1,699$5,707
NASDAQ INC 58,988 +5,708 $5,673
     NDAQ58,988+5,708$5,673
GRAPHIC PACKAGING HLDG CO 405,664 +49,460 $5,671
     GPK405,664+49,460$5,671
CROWN HOLDINGS INC 92,724 -14,673 $5,665
     CCK92,724-14,673$5,665
L3 TECHNOLOGIES INC 22,948 +1,214 $5,626
     LLL22,948+1,214$5,626
ARAMARK 155,282 +6,350 $5,599
     ARMK155,282+6,350$5,599
ECOLAB INC 28,080 +8,491 $5,544
     ECL28,080+8,491$5,544
FIRST DATA CORP NEW 204,052 +32,164 $5,524
     FDC204,052+32,164$5,524
DELL TECHNOLOGIES INC 108,488 +26,358 $5,511
     DELL108,488+26,358$5,511
HILL ROM HLDGS INC 52,569 +8,196 $5,500
     HRC52,569+8,196$5,500
TELEFLEX INC 16,573 -1,351 $5,488
     TFX16,573-1,351$5,488
BIO RAD LABS INC 17,087 +4,074 $5,341
     BIO17,087+4,074$5,341
APTARGROUP INC 42,582 +2,170 $5,295
     ATR42,582+2,170$5,295
XCEL ENERGY INC 88,248 -4,126 $5,250
     XEL88,248-4,126$5,250
EQUINIX INC 10,138 -398 $5,112
     EQIX10,138-398$5,112
FLIR SYS INC 91,093 +37,744 $4,928
     FLIR91,093+37,744$4,928
FORTIVE CORP 60,051 +14,355 $4,895
     FTV60,051+14,355$4,895
US FOODS HLDG CORP 134,520 +5,621 $4,810
     USFD134,520+5,621$4,810
STORE CAP CORP 142,608 -1,660 $4,733
     STOR142,608-1,660$4,733
CHURCHILL DOWNS INC 41,106 -8,480 $4,730
     CHDN41,106-8,480$4,730
MOTOROLA SOLUTIONS INC 27,816 +1,417 $4,638
     MSI27,816+1,417$4,638
XYLEM INC 54,242 +54,242 $4,537
     XYL54,242+54,242$4,537
BROWN & BROWN INC 135,337 +22,885 $4,534
     BRO135,337+22,885$4,534
BALL CORP 63,903 -18,337 $4,473
     BLL63,903-18,337$4,473
HD SUPPLY HLDGS INC 110,569 +10,617 $4,454
     HDS110,569+10,617$4,454
ZEBRA TECHNOLOGIES CORP 20,431 +6,013 $4,280
     ZBRA20,431+6,013$4,280
KEYSIGHT TECHNOLOGIES INC 47,093 +3,030 $4,229
     KEYS47,093+3,030$4,229
ELDORADO RESORTS INC 90,322 +2,561 $4,161
     ERI90,322+2,561$4,161
WYNDHAM HOTELS & RESORTS INC 74,093 +32,432 $4,130
     WH74,093+32,432$4,130
ROPER TECHNOLOGIES INC 11,274 +1,324 $4,129
     ROP11,274+1,324$4,129
WASTE CONNECTIONS INC 42,721 -12,532 $4,083
     WCN42,721-12,532$4,083
TELEDYNE TECHNOLOGIES INC 14,605 +2,949 $4,000
     TDY14,605+2,949$4,000
PERFORMANCE FOOD GROUP CO 99,662 +5,754 $3,989
     PFGC99,662+5,754$3,989
CBRE GROUP INC 76,172 +22,647 $3,908
     CBRE76,172+22,647$3,908
CROWN CASTLE INTL CORP NEW 29,775 -1,099 $3,881
     CCI29,775-1,099$3,881
LIBERTY MEDIA CORP DELAWARE 100,522 -32,708 $3,818
     LSXMK100,522-32,708$3,818
SERVICEMASTER GLOBAL HLDGS I 69,721 -5,667 $3,632
     SERV69,721-5,667$3,632
COOPER COS INC 10,406 -736 $3,506
     COO10,406-736$3,506
HCA HEALTHCARE INC 25,467 -999 $3,442
     HCA25,467-999$3,442
DUKE REALTY CORP 108,848 +2,179 $3,441
     DRE108,848+2,179$3,441

See Full List: All Stocks Held By Three Peaks Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Three Peaks Capital Management LLC

Size ($ in 1000's)
At 06/30/2019: $345,158
At 03/31/2019: $339,328

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

Three Peaks Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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