Strycker View Capital as of March 31, 2018
Portfolio Holdings for Strycker View Capital
Strycker View Capital holds 15 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Black Knight | 12.8 | $24M | 503k | 47.10 | |
| Comerica Incorporated (CMA) | 12.8 | $24M | 246k | 95.93 | |
| First Data | 11.5 | $21M | 1.3M | 16.00 | |
| Grupo Supervielle S A (SUPV) | 7.4 | $14M | 450k | 30.34 | |
| Lpl Financial Holdings (LPLA) | 6.4 | $12M | 193k | 61.07 | |
| BGC Partners | 6.1 | $11M | 835k | 13.45 | |
| JPMorgan Chase & Co. (JPM) | 6.0 | $11M | 100k | 109.97 | |
| Athene Holding Ltd Cl A | 5.8 | $11M | 224k | 47.81 | |
| Essent (ESNT) | 5.7 | $11M | 249k | 42.56 | |
| Key (KEY) | 5.7 | $11M | 537k | 19.55 | |
| National Gen Hldgs | 5.1 | $9.4M | 388k | 24.31 | |
| Worldpay Ord | 4.7 | $8.8M | 107k | 82.24 | |
| Thomson Reuters Corp | 4.3 | $7.9M | 205k | 38.65 | |
| Ares Management Lp m | 4.0 | $7.5M | 350k | 21.40 | |
| Newmark Group (NMRK) | 1.9 | $3.5M | 231k | 15.19 |
