GVO Asset Management as of March 31, 2020
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 6 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Mtg Tr (BXMT) | 39.4 | $30M | 1.6M | 18.62 | |
| Blackstone Group Inc Com Cl A (BX) | 29.6 | $22M | 489k | 45.57 | |
| Appollo Global Mgmt Inc Cl A | 23.4 | $18M | 528k | 33.50 | |
| Mr Cooper Group (COOP) | 3.6 | $2.7M | 370k | 7.33 | |
| Southwest Airlines (LUV) | 2.4 | $1.8M | 50k | 35.62 | |
| HDFC Bank (HDB) | 1.6 | $1.2M | 32k | 38.46 |
