Nishkama Capital as of March 31, 2021
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 30 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 13.0 | $48M | 757k | 63.63 | ||
| Tripadvisor (TRIP) | 7.6 | $28M | 525k | 53.79 | |
| Shift4 Pmts Cl A (FOUR) | 7.6 | $28M | 344k | 82.01 | |
| Flex Ord (FLEX) | 7.3 | $27M | 1.5M | 18.31 | |
| Porch Group (PRCH) | 7.2 | $27M | 1.5M | 17.70 | |
| Gartner (IT) | 6.9 | $26M | 140k | 182.55 | |
| Howmet Aerospace (HWM) | 6.1 | $23M | 703k | 32.13 | |
| Ceridian Hcm Hldg (DAY) | 4.8 | $18M | 212k | 84.27 | |
| Groupon Com New (GRPN) | 4.5 | $17M | 327k | 50.55 | |
| Hmh Holdings | 4.1 | $15M | 2.0M | 7.62 | |
| Constellium Se Cl A Shs (CSTM) | 3.9 | $15M | 990k | 14.70 | |
| Avid Technology | 3.5 | $13M | 619k | 21.11 | |
| Celestica Sub Vtg Shs (CLS) | 3.3 | $12M | 1.5M | 8.37 | |
| Magnite Ord (MGNI) | 2.9 | $11M | 258k | 41.61 | |
| Kraton Performance Polymers | 2.1 | $7.9M | 217k | 36.59 | |
| Rimini Str Inc Del (RMNI) | 2.1 | $7.8M | 875k | 8.97 | |
| Arconic | 2.0 | $7.3M | 286k | 25.39 | |
| Allegheny Technologies Incorporated (ATI) | 1.9 | $7.1M | 338k | 21.06 | |
| Barnes & Noble Ed (BNED) | 1.4 | $5.4M | 658k | 8.14 | |
| Despegar Com Corp Ord Shs (DESP) | 1.2 | $4.5M | 329k | 13.63 | |
| CoStar (CSGP) | 1.2 | $4.4M | 5.4k | 821.85 | |
| Neogames S A SHS (NGMS) | 0.8 | $2.8M | 78k | 35.77 | |
| Frontdoor (FTDR) | 0.7 | $2.6M | 49k | 53.75 | |
| E2open Parent Holdings Com Cl A (ETWO) | 0.7 | $2.6M | 262k | 9.96 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 0.6 | $2.4M | 119k | 20.19 | |
| Outfront Media (OUT) | 0.6 | $2.3M | 106k | 21.83 | |
| Facebook Cl A (META) | 0.6 | $2.2M | 7.5k | 294.53 | |
| Full House Resorts (FLL) | 0.6 | $2.2M | 257k | 8.51 | |
| General Electric Company | 0.4 | $1.4M | 107k | 13.13 | |
| Foley Trasimene Acquistn Cor Com Cl A | 0.3 | $1.3M | 129k | 10.04 |
