Hedge Fund - Stonerise Capital Management

Located in San Francisco, CA, Stonerise Capital Management is an equity-focused fund managed by John C. Walker.

Fund Profile

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Fund Name:	Stonerise Capital Management
Manager	John C. Walker
Portfolio Value	$62,616,000
Change This QTR	+0.85%

Top 13F Holdings

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Last updated on May 14, 2018 based on SEC 13F filings Last update: May 14, 2018

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Worldpay Inc.	WP	155,000	$12,747,000	NEW	20.35%
2.	Expedia Group Inc.	EXPE	85,750	$9,468,000	+13%	15.12%
3.	Liberty Broadband Corp	LBRDA	95,000	$8,141,000	-30%	13%
4.	Yelp Inc	YELP	189,450	$7,910,000	+36%	12.63%
5.	Davita Inc.	DVA	110,000	$7,253,000		11.58%