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| Name: |
LTS One Management LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
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6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FMX |
Fomento Economico Mexicano ... |
2 |
- |
$120.97 |
$45,623,000 |
350,000 |
10.66% |
13,969,000 |
60,000 |
0.098 |
Beverage - Brewers |
|
|
ICE |
Intercontinental Exchange Inc |
4 |
- |
$133.99 |
$28,255,000 |
220,000 |
6.6% |
6,251,000 |
20,000 |
0.039 |
Business Services |
|
|
CSX |
CSX Corp |
5 |
- |
$34.38 |
$23,402,000 |
675,000 |
5.47% |
4,952,000 |
75,000 |
0.03 |
Railroads |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$187.48 |
$22,791,000 |
150,000 |
5.33% |
5,312,000 |
12,500 |
0.001 |
Internet Software & S... |
|
|
MTN |
Vail Resorts Inc |
12 |
- |
$198.52 |
$16,544,000 |
77,500 |
3.87% |
457,000 |
5,000 |
0.193 |
Gambling/Resorts |
|
|
CSGP |
CoStar Group Inc |
14 |
- |
$89.88 |
$13,545,000 |
155,000 |
3.17% |
5,856,000 |
55,000 |
0.038 |
Business Software & S... |
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