GVO Asset Management as of March 31, 2019
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 7 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Mtg Tr (BXMT) | 50.7 | $58M | 1.7M | 34.56 | |
| Kkr & Co (KKR) | 25.5 | $29M | 1.2M | 23.49 | |
| Alibaba Group Holding (BABA) | 7.3 | $8.3M | 45k | 182.46 | |
| Mr Cooper Group (COOP) | 6.1 | $7.0M | 726k | 9.59 | |
| Tesla Motors (TSLA) | 4.9 | $5.6M | 20k | 279.85 | |
| iRobot Corporation (IRBT) | 2.8 | $3.2M | 28k | 117.67 | |
| Coca Cola European Partners (CCEP) | 2.7 | $3.1M | 60k | 51.73 |
