GVO Asset Management as of Dec. 31, 2017
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 16 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 14.6 | $63M | 554k | 114.02 | |
| Blackstone Mtg Tr (BXMT) | 11.2 | $49M | 1.5M | 32.18 | |
| Blackstone | 10.2 | $44M | 1.4M | 32.02 | |
| Stryker Corporation (SYK) | 9.8 | $43M | 275k | 154.84 | |
| Bank of America Corporation (BAC) | 8.3 | $36M | 1.2M | 29.52 | |
| Comcast Corporation (CMCSA) | 7.9 | $34M | 859k | 40.05 | |
| S&p Global (SPGI) | 7.7 | $33M | 197k | 169.40 | |
| Microsoft Corporation (MSFT) | 7.0 | $31M | 358k | 85.54 | |
| Nike (NKE) | 4.6 | $20M | 320k | 62.55 | |
| JPMorgan Chase & Co. (JPM) | 4.5 | $20M | 184k | 106.94 | |
| KKR & Co | 3.9 | $17M | 792k | 21.06 | |
| Alaska Air (ALK) | 3.6 | $16M | 211k | 73.51 | |
| Southwest Airlines (LUV) | 3.5 | $15M | 235k | 65.45 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.4 | $10M | 31k | 335.95 | |
| Mallinckrodt Pub | 0.5 | $2.2M | 97k | 22.56 | |
| Rh (RH) | 0.3 | $1.3M | 15k | 86.23 |
