DPM Capital as of Sept. 30, 2019
Portfolio Holdings for DPM Capital
DPM Capital holds 4 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 66.1 | $79M | 1.4M | 57.07 | |
| Synchrony Financial (SYF) | 23.1 | $27M | 804k | 34.09 | |
| Pacira Pharmaceuticals (PCRX) | 6.2 | $7.4M | 194k | 38.07 | |
| Axalta Coating Sys (AXTA) | 4.6 | $5.4M | 179k | 30.15 |
