One Tusk Investment Partners as of June 30, 2019
Portfolio Holdings for One Tusk Investment Partners
One Tusk Investment Partners holds 11 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vistra Energy (VST) | 17.2 | $13M | 580k | 22.64 | |
| Constellium Holdco B V cl a | 16.1 | $12M | 1.2M | 10.04 | |
| Essent (ESNT) | 13.2 | $10M | 215k | 46.99 | |
| Jbg Smith Properties (JBGS) | 12.9 | $9.8M | 250k | 39.34 | |
| Nmi Hldgs Inc cl a (NMIH) | 8.4 | $6.4M | 225k | 28.39 | |
| Progressive Corporation (PGR) | 7.9 | $6.0M | 75k | 79.93 | |
| MasterCard Incorporated (MA) | 6.1 | $4.6M | 18k | 264.51 | |
| Synopsys (SNPS) | 5.9 | $4.5M | 35k | 128.69 | |
| Fidelity National Information Services (FIS) | 5.3 | $4.0M | 33k | 122.67 | |
| PG&E Corporation (PCG) | 3.9 | $3.0M | 130k | 22.92 | |
| Palomar Hldgs (PLMR) | 3.1 | $2.4M | 100k | 24.04 |
