$200 Million is the total value of STRYCKER VIEW CAPITAL LLC's 16 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALL | Buy | ALLSTATE CORP | $18,395,000 | +42.9% | 207,998 | +31.6% | 9.18% | +71.2% |
| RF | Buy | REGIONS FINL CORP NEW | $13,753,000 | +31.6% | 939,400 | +30.6% | 6.86% | +57.7% |
| INFO | Buy | IHS MARKIT LTD | $12,331,000 | +40.0% | 280,000 | +33.3% | 6.15% | +67.7% |
| ACGL | New | ARCH CAP GROUP LTDord | $9,329,000 | – | 100,000 | +100.0% | 4.65% | – |
| MSCI | New | MSCI INC | $8,754,000 | – | 85,000 | +100.0% | 4.37% | – |
| ENV | Buy | ENVESTNET INC | $8,407,000 | +181.9% | 212,308 | +130.0% | 4.19% | +238.0% |
| New | OM ASSET MGMT PLC | $2,486,000 | – | 167,319 | +100.0% | 1.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| THOMSON REUTERS CORP. | 11 | Q3 2021 | 22.7% |
| ATHENE HOLDING LTD | 11 | Q1 2021 | 18.9% |
| BLACK KNIGHT INC | 11 | Q3 2021 | 12.8% |
| JPMORGAN CHASE & CO | 10 | Q3 2020 | 13.2% |
| ASSURANT INC | 9 | Q3 2021 | 17.1% |
| BGC PARTNERS INC | 8 | Q3 2021 | 6.1% |
| GRUPO SUPERVIELLE S A | 8 | Q3 2018 | 8.4% |
| FIDELITY NATL INFORMATION SV | 7 | Q2 2020 | 12.0% |
| PNC FINL SVCS GROUP INC | 6 | Q3 2021 | 15.1% |
| BROADRIDGE FINL SOLUTIONS IN | 6 | Q3 2020 | 12.3% |
View STRYCKER VIEW CAPITAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-10 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-10 |
| 13F-HR | 2020-05-14 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-07 |
View STRYCKER VIEW CAPITAL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.