HoldingsChannel.com
Three Peaks Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
CDW CORP 63,218 -8,750 $7,791
     CDW63,218-8,750$7,791
TRANSUNION 89,599 -10,354 $7,267
     TRU89,599-10,354$7,267
SS&C TECHNOLOGIES HLDGS INC 135,995 +20,465 $7,013
     SSNC135,995+20,465$7,013
IQVIA HLDGS INC 44,332 -1,453 $6,622
     IQV44,332-1,453$6,622
GRAPHIC PACKAGING HLDG CO 447,637 +41,973 $6,603
     GPK447,637+41,973$6,603
CROWN HOLDINGS INC 99,940 +7,216 $6,602
     CCK99,940+7,216$6,602
IHS MARKIT LTD 91,391 -17,323 $6,112
     INFO91,391-17,323$6,112
TELEFLEX INC 17,881 +1,308 $6,075
     TFX17,881+1,308$6,075
HILL ROM HLDGS INC 53,938 +1,369 $5,676
     HRC53,938+1,369$5,676
FIDELITY NATL INFORMATION SV 42,627 -13,984 $5,659
     FIS42,627-13,984$5,659
REPUBLIC SVCS INC 64,928 -8,295 $5,620
     RSG64,928-8,295$5,620
BIO RAD LABS INC 16,827 -260 $5,599
     BIO16,827-260$5,599
DELL TECHNOLOGIES INC 105,686 -2,802 $5,481
     DELL105,686-2,802$5,481
SERVICE CORP INTL 112,243 -53,602 $5,366
     SCI112,243-53,602$5,366
ZEBRA TECHNOLOGIES CORP 25,919 +5,488 $5,349
     ZBRA25,919+5,488$5,349
US FOODS HLDG CORP 128,839 -5,681 $5,295
     USFD128,839-5,681$5,295
LIBERTY MEDIA CORP DELAWARE 125,187 +24,665 $5,253
     LSXMK125,187+24,665$5,253
CHURCHILL DOWNS INC 41,976 +870 $5,182
     CHDN41,976+870$5,182
XYLEM INC 63,929 +9,687 $5,090
     XYL63,929+9,687$5,090
ARAMARK 114,780 -40,502 $5,002
     ARMK114,780-40,502$5,002
ELDORADO RESORTS INC 125,309 +34,987 $4,996
     ERI125,309+34,987$4,996
FISERV INC 47,413 +47,413 $4,912
     FISV47,413+47,413$4,912
BROWN & BROWN INC 132,025 -3,312 $4,761
     BRO132,025-3,312$4,761
HD SUPPLY HLDGS INC 121,219 +10,650 $4,749
     HDS121,219+10,650$4,749
LPL FINL HLDGS INC 57,399 +15,992 $4,701
     LPLA57,399+15,992$4,701
GLOBAL PMTS INC 29,392 -6,250 $4,673
     GPN29,392-6,250$4,673
FLIR SYS INC 88,846 -2,247 $4,672
     FLIR88,846-2,247$4,672
ONEOK INC NEW 62,276 -34,806 $4,589
     OKE62,276-34,806$4,589
MOTOROLA SOLUTIONS INC 26,907 -909 $4,585
     MSI26,907-909$4,585
TELEDYNE TECHNOLOGIES INC 14,155 -450 $4,558
     TDY14,155-450$4,558
LKQ CORP 144,695 +144,695 $4,551
     LKQ144,695+144,695$4,551
VICI PPTYS INC 199,983 -61,762 $4,530
     VICI199,983-61,762$4,530
CDK GLOBAL INC 93,453 +93,453 $4,494
     CDK93,453+93,453$4,494
PERFORMANCE FOOD GROUP CO 96,483 -3,179 $4,439
     PFGC96,483-3,179$4,439
KEYSIGHT TECHNOLOGIES INC 45,573 -1,520 $4,432
     KEYS45,573-1,520$4,432
ECOLAB INC 22,238 -5,842 $4,404
     ECL22,238-5,842$4,404
WYNDHAM HOTELS & RESORTS INC 85,117 +11,024 $4,404
     WH85,117+11,024$4,404
ROPER TECHNOLOGIES INC 12,328 +1,054 $4,396
     ROP12,328+1,054$4,396
SERVICEMASTER GLOBAL HLDGS I 78,522 +8,801 $4,389
     SERV78,522+8,801$4,389
L3HARRIS TECHNOLOGIES INC 20,905 +20,905 $4,362
     LHX20,905+20,905$4,362
AVANTOR INC 284,729 +117,193 $4,186
     AVTR284,729+117,193$4,186
CACI INTL INC 17,350 +2,938 $4,012
     CACI17,350+2,938$4,012
ELANCO ANIMAL HEALTH INC 148,155 +53,292 $3,939
     ELAN148,155+53,292$3,939
FORTIVE CORP 57,269 -2,782 $3,926
     FTV57,269-2,782$3,926
EQUINIX INC 6,747 -3,391 $3,892
     EQIX6,747-3,391$3,892
CONSTELLATION BRANDS INC 18,662 +4,768 $3,868
     STZ18,662+4,768$3,868
CHARLES RIV LABS INTL INC 27,691 +3,503 $3,665
     CRL27,691+3,503$3,665
ZIMMER BIOMET HLDGS INC 26,224 +1,982 $3,600
     ZBH26,224+1,982$3,600
COOPER COS INC 12,084 +1,678 $3,589
     COO12,084+1,678$3,589
CHANGE HEALTHCARE INC 291,271 +66,271 $3,519
     CHNG291,271+66,271$3,519

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 09/30/2019: $348,673
At 06/30/2019: $345,158

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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