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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

YG PARTNERS, LLC INSTITUTION : YG PARTNERS, LLC
YG PARTNERS, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2017-11-14) --- full portfolio
Company (links to holding history) Ticker Value On
2017-09-30
No of Shares % of portfolio
MACQUARIE INFRASTRUCTURE COR    (COM) MIC 16,619,000 230,249 8.79%
CORELOGIC INC    (COM) CLGX 14,390,000 311,343 7.61%
MADISON SQUARE GARDEN CO NEW    (CL A) MSG 12,766,000 59,628 6.75%
MGM RESORTS INTERNATIONAL    (COM) MGM 11,674,000 358,195 6.18%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 10,949,000 150,941 5.79%
CROWN HOLDINGS INC    (COM) CCK 10,923,000 182,904 5.78%
VULCAN MATLS CO    (COM) VMC 10,123,000 84,643 5.35%
CANADIAN PAC RY LTD    (COM) CP 8,214,000 48,883 4.34%
ENVESTNET INC    (COM) ENV 8,139,000 159,586 4.30%
CABLE ONE INC    (COM) CABO 7,495,000 10,379 3.96%
SEALED AIR CORP NEW    (COM) SEE 7,248,000 170,288 3.83%
CF CORP    (SHS CL A) 5,817,000 519,406 3.07%
MGM GROWTH PPTYS LLC    (CL A COM) 5,741,000 190,047 3.03%
FLIR SYS INC    (COM) FLIR 5,335,000 137,124 2.82%
STEWART INFORMATION SVCS COR    (COM) STC 5,298,000 140,300 2.80%
NATIONAL OILWELL VARCO INC    (COM) NOV 4,823,000 134,971 2.55%
SPECTRUM BRANDS HLDGS INC    (COM) SPB 4,780,000 45,126 2.53%
SERVICE CORP INTL    (COM) SCI 4,394,000 127,369 2.32%
LEIDOS HLDGS INC    (COM) LDOS 4,319,000 72,930 2.28%
CONDUENT INC    (COM) CNDT 3,971,000 253,429 2.10%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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