Strycker View Capital as of June 30, 2020
Portfolio Holdings for Strycker View Capital
Strycker View Capital holds 19 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 |
|---|---|---|---|---|---|
| Vici Pptys (VICI) | 9.2 | $8.4M | 416k | 20.19 | |
| Voya Financial (VOYA) | 8.4 | $7.7M | 165k | 46.65 | |
| Clarivate Ord Shs (CLVT) | 8.4 | $7.7M | 344k | 22.33 | |
| Goldman Sachs (GS) | 8.4 | $7.6M | 39k | 197.62 | |
| Cannae Holdings (CNNE) | 8.3 | $7.6M | 185k | 41.10 | |
| Fidelity National Information Services (FIS) | 5.6 | $5.1M | 38k | 134.09 | |
| Invitation Homes (INVH) | 5.5 | $5.1M | 184k | 27.53 | |
| Thomson Reuters Corp. Com New | 5.4 | $4.9M | 72k | 67.97 | |
| Pennymac Financial Services (PFSI) | 5.3 | $4.8M | 116k | 41.79 | |
| Lpl Financial Holdings (LPLA) | 5.1 | $4.7M | 60k | 78.40 | |
| Capital One Financial (COF) | 5.0 | $4.5M | 73k | 62.59 | |
| Broadridge Financial Solutions (BR) | 4.9 | $4.4M | 35k | 126.20 | |
| Ihs Markit SHS | 4.7 | $4.2M | 56k | 75.50 | |
| FTI Consulting (FCN) | 4.4 | $4.0M | 35k | 114.54 | |
| Global Payments (GPN) | 3.8 | $3.4M | 20k | 169.61 | |
| Front Yard Residential Corp | 2.9 | $2.6M | 300k | 8.70 | |
| Fiserv (FI) | 2.4 | $2.2M | 23k | 97.64 | |
| Assurant (AIZ) | 1.7 | $1.5M | 15k | 103.31 | |
| Open Lending Corp Com Cl A (LPRO) | 0.7 | $604k | 40k | 15.10 |
