DPM Capital as of June 30, 2020
Portfolio Holdings for DPM Capital
DPM Capital holds 9 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 64.2 | $106M | 1.3M | 79.14 | |
| Loews Corporation (L) | 17.4 | $29M | 837k | 34.29 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 13.5 | $22M | 124k | 178.51 | |
| Comcast Corp Cl A (CMCSA) | 1.5 | $2.4M | 61k | 38.98 | |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 1.3 | $2.1M | 47k | 43.85 | |
| Sirius Xm Holdings (SIRI) | 1.0 | $1.6M | 278k | 5.87 | |
| Us Bancorp Del Com New (USB) | 0.8 | $1.3M | 35k | 36.82 | |
| Abiomed | 0.2 | $355k | 1.5k | 241.83 | |
| Kraft Heinz (KHC) | 0.2 | $263k | 8.2k | 31.92 |
