Silphium Asset Management as of June 30, 2020
Portfolio Holdings for Silphium Asset Management
Silphium Asset Management holds 8 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 19.8 | $2.7M | 12k | 227.07 | |
| Valvoline Inc Common (VVV) | 16.9 | $2.3M | 120k | 19.33 | |
| Philip Morris International (PM) | 16.3 | $2.2M | 32k | 70.06 | |
| TJX Companies (TJX) | 15.8 | $2.2M | 43k | 50.56 | |
| Accenture Plc Ireland Shs Class A (ACN) | 15.6 | $2.1M | 10k | 214.72 | |
| Lear Corp Com New (LEA) | 10.3 | $1.4M | 13k | 109.02 | |
| Rafael Hldgs Com Cl B (RFL) | 5.1 | $703k | 49k | 14.37 | |
| Zedge CL B (ZDGE) | 0.3 | $35k | 24k | 1.48 |
