$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 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATH | Sell | ATHENE HLDG LTDcl a | $26,477,000 | -41.5% | 533,703 | -41.1% | 13.21% | -29.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $15,769,000 | -15.5% | 172,528 | -18.8% | 7.87% | +1.2% |
| V | Sell | VISA INC | $12,848,000 | -52.6% | 137,000 | -55.1% | 6.41% | -43.2% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC | $11,100,000 | -40.3% | 288,999 | -45.0% | 5.54% | -28.4% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $10,675,000 | -10.6% | 124,999 | -16.7% | 5.32% | +7.1% |
| C | Sell | CITIGROUP INC | $10,366,000 | -3.7% | 155,000 | -13.9% | 5.17% | +15.4% |
| CBOE | Sell | CBOE HLDGS INC | $8,249,000 | -62.8% | 90,257 | -67.0% | 4.12% | -55.4% |
| MTG | Exit | MGIC INVT CORP WIS | $0 | – | -300,000 | -100.0% | -1.26% | – |
| RDN | Exit | RADIAN GROUP INC | $0 | – | -250,000 | -100.0% | -1.87% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -330,000 | -100.0% | -5.35% | – |
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.