DPM Capital as of March 31, 2019
Portfolio Holdings for DPM Capital
DPM Capital holds 8 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 38.6 | $73M | 1.3M | 54.29 | |
| Synchrony Financial (SYF) | 18.6 | $35M | 1.1M | 31.90 | |
| Goldman Sachs (GS) | 9.6 | $18M | 94k | 191.99 | |
| Packaging Corporation of America (PKG) | 9.1 | $17M | 172k | 99.38 | |
| Facebook Inc cl a (META) | 9.1 | $17M | 103k | 166.69 | |
| Alphabet Inc Class C cs (GOOG) | 8.0 | $15M | 13k | 1173.29 | |
| Delta Air Lines (DAL) | 3.8 | $7.2M | 140k | 51.65 | |
| Wells Fargo & Company (WFC) | 3.2 | $6.0M | 124k | 48.32 |
