GVO Asset Management as of Dec. 31, 2019
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 13 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Mtg Tr (BXMT) | 35.7 | $62M | 1.7M | 37.22 | |
| Blackstone Group Inc Com Cl A (BX) | 15.7 | $27M | 489k | 55.94 | |
| Appollo Global Mgmt Inc Cl A | 14.4 | $25M | 528k | 47.71 | |
| Mobile TeleSystems OJSC | 12.7 | $22M | 2.2M | 10.15 | |
| Mr Cooper Group (COOP) | 5.2 | $9.1M | 726k | 12.51 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.9 | $5.1M | 11k | 485.09 | |
| Alibaba Group Holding (BABA) | 2.9 | $5.1M | 24k | 212.08 | |
| Union Pacific Corporation (UNP) | 2.9 | $5.0M | 28k | 180.79 | |
| Fiserv (FI) | 2.9 | $5.0M | 43k | 115.63 | |
| Snap Inc cl a (SNAP) | 2.2 | $3.9M | 240k | 16.33 | |
| HDFC Bank (HDB) | 1.2 | $2.0M | 32k | 63.39 | |
| Peloton Interactive Inc cl a (PTON) | 0.9 | $1.5M | 53k | 28.40 | |
| PG&E Corporation (PCG) | 0.5 | $870k | 80k | 10.88 |
