Berylson Capital Partners as of March 31, 2020
Portfolio Holdings for Berylson Capital Partners
Berylson Capital Partners holds 15 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 13.7 | $5.1M | 27k | 186.54 | |
| Carvana Co cl a (CVNA) | 10.5 | $3.9M | 71k | 55.09 | |
| Nmi Hldgs Inc cl a (NMIH) | 10.1 | $3.7M | 322k | 11.61 | |
| Vail Resorts (MTN) | 9.1 | $3.4M | 23k | 147.73 | |
| Rh (RH) | 8.8 | $3.3M | 33k | 100.46 | |
| Cardlytics (CDLX) | 6.2 | $2.3M | 66k | 34.96 | |
| Datadog Inc Cl A (DDOG) | 5.7 | $2.1M | 59k | 35.98 | |
| Hca Holdings (HCA) | 5.4 | $2.0M | 23k | 89.87 | |
| Boot Barn Hldgs (BOOT) | 5.2 | $1.9M | 149k | 12.93 | |
| Yeti Hldgs (YETI) | 5.2 | $1.9M | 98k | 19.52 | |
| MGIC Investment (MTG) | 5.0 | $1.9M | 295k | 6.35 | |
| Fastly Inc cl a (FSLY) | 4.9 | $1.8M | 95k | 18.98 | |
| Wayfair (W) | 4.6 | $1.7M | 32k | 53.45 | |
| Liveramp Holdings (RAMP) | 3.1 | $1.2M | 35k | 32.91 | |
| Square Inc cl a (SQ) | 2.7 | $995k | 19k | 52.37 |
