Berylson Capital Partners as of March 31, 2019
Portfolio Holdings for Berylson Capital Partners
Berylson Capital Partners holds 32 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 |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 10.0 | $8.4M | 145k | 58.06 | |
| Stars Group | 8.3 | $7.1M | 403k | 17.51 | |
| Wave Life Sciences (WVE) | 7.0 | $5.9M | 152k | 38.85 | |
| Cargurus (CARG) | 4.7 | $4.0M | 100k | 40.06 | |
| Camping World Hldgs (CWH) | 4.4 | $3.7M | 268k | 13.91 | |
| Rh (RH) | 4.4 | $3.7M | 36k | 102.96 | |
| World Acceptance (WRLD) | 4.2 | $3.5M | 30k | 117.13 | |
| Fox Corp (FOXA) | 4.1 | $3.4M | 94k | 36.71 | |
| Pinduoduo (PDD) | 4.0 | $3.3M | 135k | 24.80 | |
| Gtt Communications | 4.0 | $3.3M | 96k | 34.70 | |
| Mimecast | 3.3 | $2.8M | 59k | 47.35 | |
| Stamps | 3.3 | $2.8M | 34k | 81.41 | |
| 2u (TWOU) | 3.0 | $2.5M | 36k | 70.84 | |
| Brookdale Senior Living (BKD) | 3.0 | $2.5M | 380k | 6.58 | |
| Msg Network Inc cl a | 2.8 | $2.4M | 110k | 21.75 | |
| Appian Corp cl a (APPN) | 2.7 | $2.3M | 66k | 34.43 | |
| Del Friscos Restaurant | 2.7 | $2.3M | 352k | 6.41 | |
| Orchard Therapeutics Plc ads | 2.6 | $2.2M | 121k | 17.88 | |
| Synthorx | 2.5 | $2.1M | 104k | 20.37 | |
| Orbcomm | 2.5 | $2.1M | 306k | 6.78 | |
| FleetCor Technologies | 2.4 | $2.0M | 8.2k | 246.59 | |
| Gds Holdings ads (GDS) | 2.1 | $1.8M | 51k | 35.70 | |
| Roan Resources Ord | 2.0 | $1.7M | 275k | 6.11 | |
| Upwork (UPWK) | 1.5 | $1.3M | 67k | 19.15 | |
| Scientific Games (LNW) | 1.5 | $1.3M | 62k | 20.42 | |
| Advanced Drain Sys Inc Del (WMS) | 1.5 | $1.2M | 48k | 25.78 | |
| Aclaris Therapeutics (ACRS) | 1.4 | $1.2M | 194k | 5.99 | |
| Potbelly (PBPB) | 1.2 | $1.0M | 120k | 8.51 | |
| Ascendis Pharma A S (ASND) | 1.2 | $977k | 8.3k | 117.71 | |
| Kezar Life Sciences (KZR) | 1.2 | $976k | 55k | 17.75 | |
| Arvinas Ord (ARVN) | 0.7 | $590k | 40k | 14.75 | |
| Mix Telematics Ltd - | 0.2 | $183k | 11k | 16.64 |
