DPM Capital as of June 30, 2019
Portfolio Holdings for DPM Capital
DPM Capital holds 6 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 44.7 | $77M | 1.4M | 56.26 | |
| Synchrony Financial (SYF) | 18.9 | $33M | 945k | 34.67 | |
| Goldman Sachs (GS) | 11.2 | $20M | 95k | 204.60 | |
| Wells Fargo & Company (WFC) | 11.2 | $19M | 408k | 47.32 | |
| Packaging Corporation of America (PKG) | 9.4 | $16M | 170k | 95.32 | |
| Delta Air Lines (DAL) | 4.6 | $7.9M | 140k | 56.75 |
