CERRANO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2018
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VIAV | 560K | $5.74M |
 | NXPI | 239K | $26.09M |
 | BLDR | 231K | $4.22M |
 | DY | 198K | $18.75M |
 | XPO | 182K | $18.24M |
 | MRVL | 164K | $3.51M |
 | HRI | 143K | $8.03M |
 | LW | 132K | $9.02M |
 | KEYS | 120K | $7.09M |
 | LEN | 111K | $5.84M |
 | CPB | 106K | $4.31M |
 | DK | 69K | $3.48M |
 | CTAS | 67K | $12.47M |
 | DOW | 66K | $4.38M |
 | ICE | 63K | $4.63M |
 | MSFT | 57K | $5.59M |
 | MPC | 42K | $2.95M |
 | PYPL | 37K | $3.06M |
 | NFLX | 11K | $4.46M |
Viavi Solutions Inc.
VIAV
Shares Held
560K
Value
$5.74M
NXP Semiconductors N.V.
NXPI
Shares Held
239K
Value
$26.09M
Builders FirstSource, Inc.
BLDR
Shares Held
231K
Value
$4.22M
Dycom Industries, Inc.
DY
Shares Held
198K
Value
$18.75M
XPO Logistics, Inc.
XPO
Shares Held
182K
Value
$18.24M
Marvell Technology, Inc.
MRVL
Shares Held
164K
Value
$3.51M
Herc Holdings Inc.
HRI
Shares Held
143K
Value
$8.03M
Lamb Weston Holdings, Inc.
LW
Shares Held
132K
Value
$9.02M
Keysight Technologies, Inc.
KEYS
Shares Held
120K
Value
$7.09M
Lennar Corporation
LEN
Shares Held
111K
Value
$5.84M
Campbell Soup Company
CPB
Shares Held
106K
Value
$4.31M
Delek US Holdings, Inc.
DK
Shares Held
69K
Value
$3.48M
Cintas Corporation
CTAS
Shares Held
67K
Value
$12.47M
Dow Inc.
DOW
Shares Held
66K
Value
$4.38M
Intercontinental Exchange, Inc.
ICE
Shares Held
63K
Value
$4.63M
Microsoft Corporation
MSFT
Shares Held
57K
Value
$5.59M
Marathon Petroleum Corporation
MPC
Shares Held
42K
Value
$2.95M
PayPal Holdings, Inc.
PYPL
Shares Held
37K
Value
$3.06M
Netflix, Inc.
NFLX
Shares Held
11K
Value
$4.46M