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

BANBURY PARTNERS LLC 13F Holdings -- Portfolio & Top Positions (2021-03-31)

Name: BANBURY PARTNERS LLC 13F Holdings (2021-03-31)
Creator: ko.io

BANBURY PARTNERS LLC (CIK 1622093) reported $161.1M across 17 reported positions in its SEC 13F filing for 2021-03-31. Largest positions: META ($16.3M, 10.10%), VMC ($16.0M, 9.95%), EB ($15.2M, 9.44%), ZEN ($13.4M, 8.35%), FLT ($12.4M, 7.69%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	META	FACEBOOK INC	$16.3M	10.10%	55,256	Trimmed
2	VMC	VULCAN MATLS CO	$16.0M	9.95%	94,982	New
3	EB	EVENTBRITE INC	$15.2M	9.44%	685,961	New
4	ZEN	ZENDESK INC	$13.4M	8.35%	101,377	Trimmed
5	FLT	FLEETCOR TECHNOLOGIES INC	$12.4M	7.69%	46,107	Trimmed
6	CLVT	CLARIVATE PLC	$11.4M	7.10%	433,222	Trimmed
7	NYT	NEW YORK TIMES CO	$10.0M	6.21%	197,573	Trimmed
8	QSR	RESTAURANT BRANDS INTL INC	$9.7M	6.02%	149,171	Trimmed
9	COMM	COMMSCOPE HLDG CO INC	$9.3M	5.80%	608,562	Trimmed
10	EXPE	EXPEDIA GROUP INC	$9.3M	5.77%	54,000	New
11	WDAY	WORKDAY INC	$8.3M	5.15%	33,423	Trimmed
12	BKI	BLACK KNIGHT INC	$8.1M	5.02%	109,252	Trimmed
13	SMAR	SMARTSHEET INC	$8.0M	4.95%	124,855	Trimmed
14	WSC	WILLSCOT MOBIL MINI HLDNG CO	$6.1M	3.79%	220,000	New
15	FICO	FAIR ISAAC CORP	$6.0M	3.70%	12,249	Trimmed
16	SSNC	SS&C TECHNOLOGIES HLDGS INC	$809,000	0.50%	11,584	Trimmed
17	CHTR	CHARTER COMMUNICATIONS INC N	$750,000	0.47%	1,216	Trimmed
18	CSGP	COSTAR GROUP INC	$0	0.00%	0	Exited
19	FIS	FIDELITY NATL INFORMATION SV	$0	0.00%	0	Exited
20	RP	REALPAGE INC	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2021-03-31