DPM Capital as of March 31, 2020
Portfolio Holdings for DPM Capital
DPM Capital holds 7 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 |
|---|---|---|---|---|---|
| DaVita (DVA) | 83.2 | $109M | 1.4M | 76.06 | |
| Sirius Xm Holdings (SIRI) | 8.5 | $11M | 2.2M | 4.94 | |
| Coca-Cola Company (KO) | 4.6 | $6.0M | 135k | 44.25 | |
| Loews Corporation (L) | 1.8 | $2.4M | 68k | 34.83 | |
| Comcast Corporation (CMCSA) | 1.6 | $2.1M | 61k | 34.38 | |
| Abiomed | 0.2 | $213k | 1.5k | 145.10 | |
| Kraft Heinz (KHC) | 0.2 | $204k | 8.2k | 24.76 |
