Two Creeks Capital Management Lp (1606430) Portfolio


Number of Companies: 11
Inflow: $180,793 K
Outflow: $-212,246 K
Net Flow: $-31,452 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2715 69 Pioneer Natural Resources Co (PXD) Exploration And Production 359,977 New Holding 359,977 $140.74 $50,663 $50,663
3070 18 Home Depot Inc (HD) Home Products Stores 1,893,121 Added More 347,590 $133.42 $46,378 $252,599
45 2 Tempur Sealy International I (TPX) Home And Office Furnishings 347,178 New Holding 347,178 $60.79 $21,104 $21,104
2509 253 Hdfc Bank Ltd (HDB) Banks 2,201,895 Added More 332,886 $61.63 $20,515 $135,702
2760 73 Eqt Corp (EQT) Exploration And Production 253,159 New Holding 253,159 $67.26 $17,027 $17,027
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 3,285,971 Added More 141,959 $76.48 $10,857 $251,311
3005 17 Lowes Cos Inc (LOW) Home Products Stores 1,958,883 Added More 123,450 $75.75 $9,351 $148,385
157 8 Aspen Technology Inc (AZPN) Application Software 2,102,601 Added More 135,490 $36.13 $4,895 $75,966
2724 32 Pilgrims Pride Corp (PPC) Packaged Food 0 Sold All -1,428,221 $25.40 $-36,276 $0
3036 50 American International Group (AIG) P And C Insurance 0 Sold All -1,116,420 $54.04 $-60,342 $0
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 104,797 Sold Some -406,178 $284.67 $-115,626 $29,832