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| Name: |
FIRETRAIL INVESTMENTS PTY LTD |
| City: |
BRISBANE QLD |
| State: |
C3 |
| Zip: |
4000 |
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data |
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| Holdings
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9 |
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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 |
|
MSFT |
Microsoft Corp |
1 |
- |
$429.04 |
$13,888,000 |
33,009 |
11.43% |
2,037,000 |
4,085 |
0 |
Application Software |
|
|
MCK |
McKesson Corp |
4 |
- |
$531.10 |
$7,514,000 |
13,996 |
6.18% |
726,000 |
43 |
0.009 |
Drugs Wholesale |
|
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ANTM |
Anthem Inc |
6 |
- |
$545.61 |
$6,899,000 |
13,305 |
5.68% |
1,334,000 |
1,866 |
0.005 |
N/A |
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TENB |
Tenable Holdings, Inc. |
10 |
- |
$43.43 |
$6,357,000 |
128,602 |
5.23% |
194,000 |
394 |
0.109 |
N/A |
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AMT |
American Tower Corp |
12 |
- |
$194.13 |
$5,659,000 |
28,638 |
4.66% |
-26,000 |
87 |
0.006 |
Integrated Telecommun... |
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RYAN |
Ryan Specialty Group Holdin... |
13 |
- |
$54.00 |
$5,290,000 |
95,310 |
4.35% |
1,110,000 |
293 |
0.087 |
N/A |
|
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BLDR |
Builders Firstsource Inc |
16 |
- |
$167.94 |
$4,157,000 |
19,931 |
3.42% |
1,165,000 |
2,981 |
0.01 |
Home Improvement Stores |
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DAR |
Darling International Inc |
18 |
- |
$42.87 |
$3,620,000 |
77,826 |
2.98% |
150,000 |
239 |
0.048 |
Cleaning Products |
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RYN |
Rayonier Inc |
19 |
- |
$30.23 |
$3,575,000 |
107,547 |
2.94% |
255,000 |
328 |
0.079 |
Property Management |
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