Shelter Haven Capital Management as of Dec. 31, 2019
Portfolio Holdings for Shelter Haven Capital Management
Shelter Haven Capital Management holds 9 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor (TSEM) | 18.6 | $39M | 1.6M | 24.06 | |
| MKS Instruments (MKSI) | 17.6 | $37M | 335k | 110.01 | |
| Zynga | 17.5 | $37M | 6.0M | 6.12 | |
| Bandwidth (BAND) | 12.2 | $26M | 398k | 64.05 | |
| Eldorado Resorts | 10.6 | $22M | 372k | 59.64 | |
| Fabrinet (FN) | 8.1 | $17M | 261k | 64.84 | |
| Dell Technologies (DELL) | 8.0 | $17M | 325k | 51.39 | |
| Vicor Corporation (VICR) | 6.5 | $14M | 290k | 46.72 | |
| Sprint Corp opt | 1.0 | $2.1M | 400k | 5.21 |
