Shelter Haven Capital Management as of June 30, 2020
Portfolio Holdings for Shelter Haven Capital Management
Shelter Haven Capital Management holds 11 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 19.5 | $51M | 2.7M | 19.09 | |
| Commscope Hldg (COMM) | 18.1 | $47M | 5.7M | 8.33 | |
| Nuance Communications | 11.7 | $31M | 1.2M | 25.30 | |
| Glu Mobile | 11.7 | $31M | 3.3M | 9.27 | |
| Eldorado Resorts | 7.8 | $20M | 509k | 40.06 | |
| Qorvo (QRVO) | 7.7 | $20M | 183k | 110.53 | |
| Zynga Cl A | 7.6 | $20M | 2.1M | 9.54 | |
| Inphi Corporation | 6.4 | $17M | 142k | 117.50 | |
| Bandwidth Com Cl A (BAND) | 5.4 | $14M | 111k | 127.00 | |
| Coherent | 2.7 | $7.1M | 55k | 130.99 | |
| Echostar Corp Cl A (SATS) | 1.4 | $3.7M | 132k | 27.96 |
