GVO Asset Management as of Sept. 30, 2019
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Group Inc Com Cl A (BX) | 42.4 | $91M | 1.9M | 48.84 | |
| Blackstone Mtg Tr (BXMT) | 28.0 | $60M | 1.7M | 35.85 | |
| Appollo Global Mgmt Inc Cl A | 10.7 | $23M | 605k | 37.82 | |
| DaVita (DVA) | 4.6 | $9.9M | 174k | 57.07 | |
| Mr Cooper Group (COOP) | 3.6 | $7.7M | 726k | 10.62 | |
| Tesla Motors (TSLA) | 2.9 | $6.3M | 26k | 240.88 | |
| Wynn Resorts (WYNN) | 2.0 | $4.2M | 39k | 108.72 | |
| PG&E Corporation (PCG) | 1.3 | $2.8M | 280k | 10.00 | |
| iRobot Corporation (IRBT) | 1.3 | $2.8M | 45k | 61.67 | |
| Grubhub | 1.2 | $2.6M | 47k | 56.21 | |
| Netflix (NFLX) | 1.1 | $2.4M | 9.0k | 267.67 | |
| HDFC Bank (HDB) | 0.8 | $1.8M | 32k | 57.05 |
