Stock Taper

CLOVERDALE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2020

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
General Dynamics CorporationGD25K$3.74M
Addus HomeCare CorporationADUS29.2K$2.7M
Ulta Beauty, Inc.ULTA30K$6.1M
Cracker Barrel Old Country StoreCBRL34K$3.77M
TransUnionTRU40K$3.48M
Carlisle Companies IncorporatedCSL56K$6.7M
Southwest Airlines Co.LUV69.15K$2.36M
Evercore Inc.EVR75K$4.42M
Worthington Industries, Inc.WOR85K$3.17M
Hexcel CorporationHXL90K$4.07M
D.R. Horton, Inc.DHI100K$5.54M
CF Industries Holdings, Inc.CF140K$3.94M
The AES CorporationAES200K$2.9M
Hewlett Packard Enterprise CompanyHPE209.5K$3.65M
Citi Trends, Inc.CTRN244.31K$4.94M
Dropbox, Inc.DBX270K$5.88M
Atlassian CorporationTEAM350K$1.95M
Regional Management Corp.RM401.7K$7.11M
Mitek Systems, Inc.MITK508.19K$4.88M
US Foods Holding Corp.USFD561K$11.06M