Anavon Capital as of Dec. 31, 2019
Portfolio Holdings for Anavon Capital
Anavon Capital holds 15 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Electronic Arts (EA) | 14.3 | $15M | 139k | 107.51 | |
| Sony Corporation (SONY) | 13.1 | $14M | 201k | 68.00 | |
| Citrix Systems | 11.8 | $12M | 112k | 110.90 | |
| Interactive Brokers (IBKR) | 11.2 | $12M | 251k | 46.62 | |
| Hilton Grand Vacations (HGV) | 7.3 | $7.6M | 221k | 34.39 | |
| Discovery Communications | 7.2 | $7.5M | 230k | 32.74 | |
| Univar | 6.2 | $6.5M | 268k | 24.24 | |
| Trimble Navigation (TRMB) | 6.1 | $6.4M | 154k | 41.69 | |
| Chemours (CC) | 5.7 | $6.0M | 331k | 18.09 | |
| Triumph (TGI) | 4.4 | $4.6M | 180k | 25.27 | |
| Cars (CARS) | 3.9 | $4.1M | 334k | 12.22 | |
| Spirit AeroSystems Holdings (SPR) | 3.6 | $3.8M | 52k | 72.87 | |
| Godaddy Inc cl a (GDDY) | 2.4 | $2.5M | 37k | 67.92 | |
| Alliance Data Systems Corporation (BFH) | 2.2 | $2.3M | 21k | 112.18 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.6 | $584k | 13k | 45.98 |
