Shelter Haven Capital Management as of Dec. 31, 2020
Portfolio Holdings for Shelter Haven Capital Management
Shelter Haven Capital Management holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 17.7 | $50M | 1.9M | 25.82 | |
| Rush Street Interactive (RSI) | 15.2 | $43M | 2.0M | 21.65 | |
| Commscope Hldg (COMM) | 13.7 | $39M | 2.9M | 13.40 | |
| Zynga Cl A | 11.5 | $32M | 3.3M | 9.87 | |
| Intel Corporation (INTC) | 9.9 | $28M | 556k | 49.82 | |
| Glu Mobile | 8.2 | $23M | 2.5M | 9.01 | |
| ACI Worldwide (ACIW) | 7.9 | $22M | 578k | 38.43 | |
| Acacia Communications Call Call Option | 4.4 | $12M | 169k | 72.92 | |
| Telos Corp Md (TLS) | 4.4 | $12M | 372k | 32.98 | |
| Caesars Entertainment (CZR) | 4.3 | $12M | 163k | 74.27 | |
| Micron Technology (MU) | 2.8 | $7.9M | 105k | 75.18 |
