GVO Asset Management as of Dec. 31, 2018
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Mtg Tr (BXMT) | 42.0 | $53M | 1.7M | 31.86 | |
| Kkr & Co (KKR) | 19.1 | $24M | 1.2M | 19.63 | |
| Tesla Motors (TSLA) | 11.6 | $15M | 44k | 332.79 | |
| Mr Cooper Group (COOP) | 6.7 | $8.5M | 726k | 11.67 | |
| Ubiquiti Networks | 5.8 | $7.4M | 75k | 99.41 | |
| Alibaba Group Holding (BABA) | 4.9 | $6.2M | 45k | 137.06 | |
| iRobot Corporation (IRBT) | 2.8 | $3.5M | 42k | 83.73 | |
| Teva Pharmaceutical Industries (TEVA) | 2.3 | $2.9M | 187k | 15.42 | |
| Coca Cola European Partners (CCEP) | 1.5 | $1.9M | 43k | 45.86 | |
| Planet Fitness Inc-cl A (PLNT) | 1.5 | $1.9M | 35k | 53.62 | |
| Invesco (IVZ) | 1.0 | $1.3M | 78k | 16.74 | |
| Sunrun (RUN) | 0.8 | $1.1M | 99k | 10.89 |
