Shelter Haven Capital Management as of Sept. 30, 2020
Portfolio Holdings for Shelter Haven Capital Management
Shelter Haven Capital Management holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 18.4 | $39M | 2.1M | 18.22 | |
| Commscope Hldg (COMM) | 17.6 | $37M | 4.1M | 9.00 | |
| Zynga Cl A | 15.1 | $32M | 3.5M | 9.12 | |
| Caesars Entertainment (CZR) | 13.9 | $29M | 525k | 56.06 | |
| Lumentum Hldgs (LITE) | 13.4 | $28M | 378k | 75.13 | |
| Glu Mobile | 6.2 | $13M | 1.7M | 7.67 | |
| Match Group (MTCH) | 6.1 | $13M | 117k | 110.65 | |
| Skyworks Solutions (SWKS) | 3.4 | $7.2M | 49k | 145.49 | |
| Five9 (FIVN) | 2.8 | $6.0M | 46k | 129.67 | |
| Applied Materials (AMAT) | 2.4 | $5.1M | 87k | 59.45 | |
| MaxLinear (MXL) | 0.6 | $1.2M | 53k | 23.24 |
