Berylson Capital Partners as of June 30, 2018
Portfolio Holdings for Berylson Capital Partners
Berylson Capital Partners holds 23 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Camping World Hldgs (CWH) | 9.3 | $7.5M | 301k | 24.98 | |
| Carvana Co cl a (CVNA) | 8.1 | $6.6M | 158k | 41.60 | |
| Caesars Entertainment | 8.1 | $6.5M | 610k | 10.70 | |
| Wave Life Sciences (WVE) | 7.7 | $6.2M | 162k | 38.25 | |
| World Acceptance (WRLD) | 7.0 | $5.7M | 51k | 111.02 | |
| Gci Liberty Incorporated | 7.0 | $5.6M | 125k | 45.08 | |
| Hudson | 5.8 | $4.7M | 269k | 17.49 | |
| Gds Holdings ads (GDS) | 5.4 | $4.4M | 110k | 40.09 | |
| Summit Matls Inc cl a (SUM) | 5.4 | $4.4M | 167k | 26.25 | |
| Sogou | 5.1 | $4.1M | 361k | 11.43 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.5 | $3.7M | 337k | 10.85 | |
| Yandex Nv-a (YNDX) | 4.3 | $3.5M | 98k | 35.90 | |
| Jd (JD) | 3.6 | $2.9M | 74k | 38.95 | |
| Francescas Hldgs Corp | 3.0 | $2.4M | 317k | 7.55 | |
| Overstock (BYON) | 2.7 | $2.2M | 65k | 33.65 | |
| HEALTH INSURANCE Common equity Innovations shares | 2.3 | $1.9M | 59k | 32.34 | |
| Exelixis (EXEL) | 2.0 | $1.6M | 76k | 21.52 | |
| Grubhub | 1.9 | $1.6M | 15k | 104.93 | |
| Seattle Genetics | 1.9 | $1.5M | 23k | 66.39 | |
| DaVita (DVA) | 1.9 | $1.5M | 22k | 69.44 | |
| Incyte Corporation (INCY) | 1.8 | $1.4M | 22k | 67.02 | |
| Kala Pharmaceuticals | 1.0 | $838k | 61k | 13.74 | |
| Mix Telematics Ltd - | 0.2 | $195k | 11k | 17.73 |
