SCM

SkyTop Capital Management Portfolio holdings

AUM $96.8M
This Quarter Return
+11.29%
1 Year Return
+2.72%
3 Year Return
+50.34%
5 Year Return
+140.33%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
Cap. Flow
+$16.4M
Cap. Flow %
13.92%
Top 10 Hldgs %
92.14%
Holding
14
New
2
Increased
3
Reduced
3
Closed
2

Top Buys

1
IAA
IAA, Inc. Common Stock
IAA
$14.2M
2
DVA icon
DaVita
DVA
$11.3M
3
CSTM icon
Constellium
CSTM
$6.19M
4
MSFT icon
Microsoft
MSFT
$2.68M
5
NXST icon
Nexstar Media Group
NXST
$1.01M

Top Sells

1
AABA
Altaba Inc. Common Stock
AABA
$11M
2
XPO icon
XPO
XPO
$4.03M
3
EQIX icon
Equinix
EQIX
$1.87M
4
KAR icon
Openlane
KAR
$1.24M
5
INXN
Interxion Holding N.V.
INXN
$801K

Sector Composition

1 Communication Services 26.63%
2 Consumer Discretionary 24.96%
3 Materials 15.1%
4 Healthcare 9.58%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CSTM icon
1
Constellium
CSTM
$2.02B
$17.7M 15.1%
1,766,717
+616,919
+54% +$6.19M
IAA
2
DELISTED
IAA, Inc. Common Stock
IAA
$14.2M 12.05%
+364,938
New +$14.2M
INXN
3
DELISTED
Interxion Holding N.V.
INXN
$13.3M 11.3%
174,471
-10,529
-6% -$801K
NXST icon
4
Nexstar Media Group
NXST
$6.2B
$13.1M 11.18%
130,000
+10,000
+8% +$1.01M
DVA icon
5
DaVita
DVA
$9.85B
$11.3M 9.58%
+200,000
New +$11.3M
KAR icon
6
Openlane
KAR
$3.07B
$10.6M 9.04%
424,888
-49,763
-10% -$1.24M
EQIX icon
7
Equinix
EQIX
$76.9B
$9.73M 8.28%
19,292
-3,708
-16% -$1.87M
MSFT icon
8
Microsoft
MSFT
$3.77T
$8.04M 6.84%
60,000
+20,000
+50% +$2.68M
PYPL icon
9
PayPal
PYPL
$67.1B
$5.42M 4.61%
47,347
– –
TTWO icon
10
Take-Two Interactive
TTWO
$43B
$4.88M 4.16%
43,000
– –
BAC icon
11
Bank of America
BAC
$376B
$4.69M 3.99%
161,663
– –
GM icon
12
General Motors
GM
$55.8B
$4.55M 3.87%
118,000
– –
XPO icon
13
XPO
XPO
$15.3B
– –
-75,000
Closed -$4.03M
AABA
14
DELISTED
Altaba Inc. Common Stock
AABA
– –
-148,200
Closed -$11M