TIGER EYE CAPITAL LLC Information

101 PARK AVENUE, 48TH FLOOR, NEW YORK, New York, 10178, (212) 883-3381

Report Date: 12/31/2014

Position Statistics

Total Positions 77
New Positions 32
Increased Positions 40
Decreased Positions 37
Positions with Activity 77
Sold Out Positions 28
Total Mkt Value (in $ millions) 1,347

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 6.92%
Capital Goods 9.75%
Conglomerates
Consumer Cyclical 13.92%
Consumer/Non-Cyclical
Energy 0.94%
Financial 5.54%
Healthcare 11.36%
Services 29.44%
Technology 5.27%
Transportation 2.86%
Utilities 0%

77 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DISNEY WALT CO COM DISNEY 54,742 13,493 32.71 518,541
NORTHSTAR ASSET MGMT GROUP INC COM 52,718 -27,198 (34.03) 2,171,259
TRANSDIGM GROUP INC COM 52,407 14,611 38.66 243,382
SNAP ON INC COM 50,398 50,398 New 341,800
HILTON WORLDWIDE HLDGS INC COM 50,308 38,385 321.94 1,737,138
AUTOZONE INC COM 49,980 49,980 New 76,600
AIR PRODS & CHEMS INC COM 49,192 -18,191 (27) 317,900
LENNOX INTL INC COM 48,076 48,076 New 448,178
LIBERTY GLOBAL PLC SHS CL A 46,531 46,531 New 848,173
ACTAVIS PLC SHS 45,953 28,866 168.93 155,174
APPLE INC COM 45,584 15,441 51.23 354,627
V F CORP COM 44,532 44,532 New 582,200
ZAYO GROUP HLDGS INC COM 42,518 42,518 New 1,531,060
BURLINGTON STORES INC COM 42,110 42,110 New 741,894
SHIRE PLC SPONSORED ADR 41,352 41,352 New 172,558
PPG INDS INC COM 39,701 39,701 New 168,697
TIME WARNER INC COM NEW 39,286 7,990 25.53 472,874
MASTERCARD INC CL A 36,083 36,083 New 393,450
LIBERTY INTERACTIVE CORP LBT VENT COM A 35,787 -4,151 (10.39) 893,104
O REILLY AUTOMOTIVE INC NEW COM 34,240 34,240 New 164,748


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