DPM Capital as of Sept. 30, 2020
Portfolio Holdings for DPM Capital
DPM Capital holds 9 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 68.9 | $114M | 1.3M | 85.65 | |
| Loews Corporation (L) | 17.5 | $29M | 837k | 34.75 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.0 | $13M | 62k | 212.94 | |
| Comcast Corp Cl A (CMCSA) | 1.7 | $2.8M | 61k | 46.26 | |
| Banco De Chile Sponsored Ads (BCH) | 1.4 | $2.2M | 149k | 15.12 | |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 1.2 | $2.0M | 49k | 40.71 | |
| Sirius Xm Holdings (SIRI) | 0.9 | $1.5M | 278k | 5.36 | |
| Abiomed | 0.2 | $407k | 1.5k | 277.25 | |
| Kraft Heinz (KHC) | 0.1 | $247k | 8.2k | 29.98 |
