One Tusk Investment Partners as of Sept. 30, 2019
Portfolio Holdings for One Tusk Investment Partners
One Tusk Investment Partners holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vistra Energy (VST) | 18.9 | $16M | 580k | 26.73 | |
| Constellium Holdco B V cl a | 14.9 | $12M | 960k | 12.71 | |
| Jbg Smith Properties (JBGS) | 11.5 | $9.4M | 240k | 39.21 | |
| Altaba | 10.9 | $9.0M | 460k | 19.48 | |
| Nmi Hldgs Inc cl a (NMIH) | 10.9 | $8.9M | 340k | 26.26 | |
| Fidelity National Information Services (FIS) | 9.7 | $8.0M | 60k | 132.77 | |
| Progressive Corporation (PGR) | 8.5 | $7.0M | 90k | 77.26 | |
| Synopsys (SNPS) | 5.9 | $4.8M | 35k | 137.26 | |
| MasterCard Incorporated (MA) | 5.0 | $4.1M | 15k | 271.60 | |
| Palomar Hldgs (PLMR) | 2.4 | $1.9M | 49k | 39.41 | |
| Maxar Technologies | 1.2 | $988k | 130k | 7.60 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $263k | 1.0k | 263.00 |
