One Tusk Investment Partners as of Dec. 31, 2018
Portfolio Holdings for One Tusk Investment Partners
One Tusk Investment Partners holds 11 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 |
|---|---|---|---|---|---|
| Vistra Energy (VST) | 20.3 | $15M | 650k | 22.89 | |
| First Data | 13.5 | $9.9M | 585k | 16.91 | |
| Nmi Hldgs Inc cl a (NMIH) | 12.6 | $9.2M | 515k | 17.85 | |
| Constellium Holdco B V cl a | 12.3 | $9.0M | 1.3M | 6.99 | |
| Ally Financial (ALLY) | 9.2 | $6.7M | 297k | 22.66 | |
| Avery Dennison Corporation (AVY) | 8.2 | $6.0M | 67k | 89.84 | |
| MGIC Investment (MTG) | 7.9 | $5.8M | 555k | 10.46 | |
| Jbg Smith Properties (JBGS) | 7.1 | $5.2M | 150k | 34.81 | |
| Visa (V) | 4.5 | $3.3M | 25k | 131.96 | |
| Mr Cooper Group (COOP) | 4.0 | $2.9M | 250k | 11.67 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $291k | 600.00 | 485.00 |
