Strycker View Capital as of Dec. 31, 2019
Portfolio Holdings for Strycker View Capital
Strycker View Capital holds 16 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadridge Financial Solutions (BR) | 12.2 | $26M | 210k | 123.54 | |
| Thomson Reuters Corp | 11.7 | $25M | 345k | 71.60 | |
| M&T Bank Corporation (MTB) | 7.5 | $16M | 94k | 169.75 | |
| Tcf Financial Corp | 7.3 | $15M | 329k | 46.80 | |
| Western Alliance Bancorporation (WAL) | 7.1 | $15M | 262k | 57.00 | |
| Network Associates Inc cl a (NET) | 6.9 | $15M | 853k | 17.06 | |
| Lpl Financial Holdings (LPLA) | 5.9 | $13M | 135k | 92.25 | |
| Axis Capital Holdings (AXS) | 5.9 | $12M | 209k | 59.44 | |
| Assurant (AIZ) | 5.8 | $12M | 93k | 131.07 | |
| Envestnet (ENV) | 5.8 | $12M | 175k | 69.63 | |
| Repay Hldgs Corp (RPAY) | 5.7 | $12M | 826k | 14.65 | |
| BlackRock (BLK) | 5.4 | $12M | 23k | 502.72 | |
| Global Payments (GPN) | 5.4 | $12M | 63k | 182.57 | |
| Charles Schwab Corporation (SCHW) | 4.0 | $8.4M | 177k | 47.56 | |
| Fidelity National Information Services (FIS) | 3.0 | $6.4M | 46k | 139.09 | |
| Wintrust Financial Corporation (WTFC) | 0.4 | $922k | 13k | 70.92 |
