Shelter Haven Capital Management as of Dec. 31, 2021
Portfolio Holdings for Shelter Haven Capital Management
Shelter Haven Capital Management holds 11 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Integral Ad Science Hldng (IAS) | 19.8 | $70M | 3.1M | 22.21 | |
| Nutanix Cl A (NTNX) | 16.8 | $59M | 1.8M | 31.86 | |
| DV (DV) | 16.6 | $58M | 1.7M | 33.28 | |
| Allegro Microsystems Ord (ALGM) | 16.3 | $57M | 1.6M | 36.18 | |
| E2open Parent Holdings Com Cl A (ETWO) | 15.4 | $54M | 4.8M | 11.26 | |
| Cirrus Logic (CRUS) | 12.2 | $43M | 465k | 92.02 | |
| Caesars Entertainment (CZR) | 1.3 | $4.4M | 48k | 93.54 | |
| Pinterest Cl A (PINS) | 1.0 | $3.7M | 101k | 36.35 | |
| Micron Technology (MU) | 0.4 | $1.5M | 16k | 93.13 | |
| Shyft Group (SHYF) | 0.1 | $406k | 8.3k | 49.08 | |
| Radius Global Infrastrctre I Com Cl A | 0.1 | $355k | 22k | 16.11 |
