Strycker View Capital as of Sept. 30, 2019
Portfolio Holdings for Strycker View Capital
Strycker View Capital holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fidelity National Information Services (FIS) | 10.0 | $25M | 190k | 132.76 | |
| Broadridge Financial Solutions (BR) | 9.9 | $25M | 200k | 124.43 | |
| Fiserv (FI) | 9.9 | $25M | 240k | 103.59 | |
| Global Payments (GPN) | 9.8 | $25M | 156k | 159.00 | |
| Thomson Reuters Corp | 9.8 | $25M | 370k | 66.88 | |
| Ally Financial (ALLY) | 9.3 | $24M | 710k | 33.16 | |
| Athene Holding Ltd Cl A | 8.5 | $21M | 508k | 42.06 | |
| Network Associates Inc cl a (NET) | 6.8 | $17M | 920k | 18.57 | |
| Axis Capital Holdings (AXS) | 5.9 | $15M | 224k | 66.72 | |
| Repay Hldgs Corp (RPAY) | 4.8 | $12M | 916k | 13.33 | |
| Assurant (AIZ) | 4.6 | $12M | 93k | 125.82 | |
| Synovus Finl (SNV) | 4.6 | $12M | 323k | 35.76 | |
| Morgan Stanley (MS) | 2.1 | $5.3M | 124k | 42.67 | |
| Virtu Financial Inc Class A (VIRT) | 2.0 | $5.1M | 311k | 16.36 | |
| Black Knight | 1.9 | $4.7M | 77k | 61.06 |
