Strycker View Capital as of Dec. 31, 2018
Portfolio Holdings for Strycker View Capital
Strycker View Capital holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Data | 14.8 | $30M | 1.8M | 16.91 | |
| Black Knight | 12.7 | $26M | 582k | 45.06 | |
| Assurant (AIZ) | 11.5 | $24M | 266k | 89.44 | |
| Total System Services | 10.9 | $23M | 277k | 81.29 | |
| Virtu Financial Inc Class A (VIRT) | 8.0 | $17M | 640k | 25.76 | |
| Thomson Reuters Corp | 7.2 | $15M | 309k | 48.31 | |
| Axa Equitable Hldgs | 6.9 | $14M | 859k | 16.63 | |
| JPMorgan Chase & Co. (JPM) | 6.9 | $14M | 145k | 97.62 | |
| BGC Partners | 6.8 | $14M | 2.7M | 5.17 | |
| Newmark Group (NMRK) | 5.6 | $12M | 1.4M | 8.02 | |
| Voya Financial (VOYA) | 5.5 | $11M | 281k | 40.14 | |
| Federated Investors (FHI) | 3.2 | $6.6M | 250k | 26.55 |
