One Tusk Investment Partners as of March 31, 2019
Portfolio Holdings for One Tusk Investment Partners
One Tusk Investment Partners holds 10 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 |
|---|---|---|---|---|---|
| Vistra Energy (VST) | 22.3 | $17M | 650k | 26.03 | |
| Constellium Holdco B V cl a | 13.8 | $11M | 1.3M | 7.98 | |
| Essent (ESNT) | 12.0 | $9.1M | 210k | 43.45 | |
| Jbg Smith Properties (JBGS) | 10.9 | $8.3M | 200k | 41.35 | |
| Progressive Corporation (PGR) | 10.0 | $7.6M | 105k | 72.09 | |
| Nmi Hldgs Inc cl a (NMIH) | 9.2 | $7.0M | 270k | 25.87 | |
| Visa (V) | 7.2 | $5.5M | 35k | 156.20 | |
| Timken Company (TKR) | 6.9 | $5.2M | 120k | 43.62 | |
| Synopsys (SNPS) | 4.7 | $3.6M | 31k | 115.16 | |
| PG&E Corporation (PCG) | 3.0 | $2.3M | 130k | 17.80 |
