Ailanthus Capital Management as of March 31, 2019
Portfolio Holdings for Ailanthus Capital Management
Ailanthus Capital Management holds 14 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Laureate Education Inc cl a (LAUR) | 14.1 | $23M | 1.5M | 14.97 | |
| Stamps | 13.2 | $21M | 261k | 81.41 | |
| 2u (TWOU) | 12.2 | $20M | 279k | 70.85 | |
| Vonage Holdings | 9.7 | $16M | 1.6M | 10.04 | |
| Liberty Media Corp Delaware Com A Siriusxm | 9.5 | $15M | 402k | 38.18 | |
| 58 Com Inc spon adr rep a | 8.1 | $13M | 198k | 65.68 | |
| Zynga | 6.1 | $9.9M | 1.9M | 5.33 | |
| Adt (ADT) | 5.9 | $9.6M | 1.5M | 6.39 | |
| Aramark Hldgs (ARMK) | 5.7 | $9.1M | 309k | 29.55 | |
| Liberty Media Corp Series C Li | 5.6 | $9.1M | 259k | 35.05 | |
| Pinduoduo (PDD) | 4.5 | $7.3M | 294k | 24.80 | |
| Cogent Communications (CCOI) | 3.4 | $5.4M | 100k | 54.25 | |
| QuinStreet (QNST) | 1.6 | $2.5M | 188k | 13.39 | |
| Cincinnati Bell | 0.5 | $811k | 85k | 9.54 |
