Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Acorn Advisory Capital L.P. 13F Holdings -- Portfolio & Top Positions (2019-09-30)

Name: Acorn Advisory Capital L.P. 13F Holdings (2019-09-30)
Creator: ko.io

Acorn Advisory Capital L.P. (CIK 1730745) reported $80.8M across 24 reported positions in its SEC 13F filing for 2019-09-30. Largest positions: ET ($12.1M, 14.97%), TWO ($9.8M, 12.14%), GOOGL ($9.7M, 12.06%), MPLX ($8.0M, 9.90%), AMZN ($7.7M, 9.56%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	ET	ENERGY TRANSFER LP	$12.1M	14.97%	924,518	Added
2	TWO	TWO HBRS INVT CORP	$9.8M	12.14%	747,119	Hold
3	GOOGL	ALPHABET INC	$9.7M	12.06%	7,976	Trimmed
4	MPLX	MPLX LP	$8.0M	9.90%	285,500	Added
5	AMZN	AMAZON COM INC	$7.7M	9.56%	4,450	Hold
6	ITB	ISHARES TR	$5.0M	6.22%	116,000	New
7	BABA	ALIBABA GROUP HLDG LTD	$5.0M	6.17%	29,800	Hold
8	IWM	ISHARES TR	$2.9M	3.60%	19,200	New
9	INTEQ	INTELSAT S A	$2.2M	2.73%	96,600	Hold
10	XLF	SELECT SECTOR SPDR TR	$2.0M	2.44%	70,300	New
11	IYT	ISHARES TR	$2.0M	2.42%	10,500	New
12	TDG	TRANSDIGM GROUP INC	$1.7M	2.13%	3,300	Added
13	NVDA	NVIDIA CORP	$1.5M	1.81%	8,400	New
14	MDC	M D C HLDGS INC	$1.4M	1.70%	31,900	New
15	LNG	CHENIERE ENERGY INC	$1.3M	1.66%	21,300	Added
16	LULU	LULULEMON ATHLETICA INC	$982,000	1.22%	5,100	New
17	SMH	VANECK VECTORS ETF TR	$977,000	1.21%	8,200	New
18	ULTA	ULTA BEAUTY INC	$978,000	1.21%	3,900	Added
19	GREK	GLOBAL X FDS	$977,000	1.21%	104,700	New
20	DIS	DISNEY WALT CO	$951,000	1.18%	7,300	Hold
21	MRVL	MARVELL TECHNOLOGY GROUP LTD	$956,000	1.18%	38,300	Hold
22	ZTS	ZOETIS INC	$947,000	1.17%	7,600	Added
23	UAL	UNITED AIRLINES HLDGS INC	$946,000	1.17%	10,700	Hold
24	PVH	PVH CORP	$397,000	0.49%	4,500	New
25	ROAN	ROAN RES INC	$369,000	0.46%	300,040	Trimmed

Source: SEC Form 13F filings · as of 2019-09-30