Strycker View Capital as of Sept. 30, 2020
Portfolio Holdings for Strycker View Capital
Strycker View Capital holds 20 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Voya Financial (VOYA) | 10.9 | $14M | 294k | 47.93 | |
| JPMorgan Chase & Co. (JPM) | 6.0 | $7.8M | 81k | 96.27 | |
| Goldman Sachs (GS) | 6.0 | $7.8M | 39k | 200.96 | |
| Moody's Corporation (MCO) | 5.9 | $7.7M | 27k | 289.85 | |
| Paypal Holdings (PYPL) | 5.9 | $7.6M | 39k | 197.03 | |
| ACI Worldwide (ACIW) | 5.8 | $7.5M | 287k | 26.13 | |
| Fiserv (FI) | 5.8 | $7.5M | 73k | 103.06 | |
| Morgan Stanley Com New (MS) | 5.8 | $7.5M | 154k | 48.35 | |
| Fidelity National Financial Fnf Group Com (FNF) | 5.6 | $7.3M | 233k | 31.31 | |
| Pennymac Financial Services (PFSI) | 5.6 | $7.2M | 124k | 58.12 | |
| Ihs Markit SHS | 5.5 | $7.1M | 91k | 78.51 | |
| RealPage | 5.1 | $6.7M | 116k | 57.64 | |
| FTI Consulting (FCN) | 4.9 | $6.4M | 60k | 105.97 | |
| Vici Pptys (VICI) | 4.5 | $5.8M | 247k | 23.37 | |
| Thomson Reuters Corp. Com New | 4.0 | $5.1M | 64k | 79.77 | |
| Axis Cap Hldgs SHS (AXS) | 3.7 | $4.7M | 108k | 44.04 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 3.4 | $4.5M | 135k | 33.06 | |
| Onemain Holdings (OMF) | 2.9 | $3.7M | 118k | 31.25 | |
| Clarivate Ord Shs (CLVT) | 1.8 | $2.4M | 76k | 31.00 | |
| Broadridge Financial Solutions (BR) | 0.9 | $1.2M | 9.1k | 132.01 |
