$260 Million is the total value of STRYCKER VIEW CAPITAL LLC's 16 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 85.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FISV | Sell | FISERV INC | $25,462,000 | -4.5% | 279,311 | -7.5% | 9.80% | -12.4% |
| MS | Buy | MORGAN STANLEY | $25,180,000 | +251.0% | 574,754 | +238.1% | 9.69% | +222.0% |
| FIS | New | FIDELITY NATL INFORMATION SV | $24,893,000 | – | 202,911 | +100.0% | 9.58% | – |
| TSS | Sell | TOTAL SYS SVCS INC | $24,863,000 | -31.2% | 193,832 | -49.1% | 9.57% | -36.9% |
| TRI | Buy | THOMSON REUTERS CORP | $24,041,000 | +31.4% | 372,956 | +20.7% | 9.25% | +20.6% |
| BKI | Sell | BLACK KNIGHT INC | $23,354,000 | -13.5% | 388,256 | -21.6% | 8.99% | -20.6% |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $15,588,000 | – | 129,000 | +100.0% | 6.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $13,561,000 | – | 106,211 | +100.0% | 5.22% | – |
| SNV | Buy | SYNOVUS FINL CORP | $13,441,000 | +123.5% | 384,017 | +119.4% | 5.17% | +105.1% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $12,673,000 | -39.1% | 314,463 | -44.8% | 4.88% | -44.1% |
| AIZ | Sell | ASSURANT INC | $12,443,000 | -60.9% | 116,965 | -65.1% | 4.79% | -64.2% |
| TROW | New | PRICE T ROWE GROUP INC | $10,971,000 | – | 100,000 | +100.0% | 4.22% | – |
| JLL | New | JONES LANG LASALLE INC | $10,059,000 | – | 71,500 | +100.0% | 3.87% | – |
| ATH | New | ATHENE HLDG LTDcl a | $9,320,000 | – | 216,433 | +100.0% | 3.59% | – |
| VIRT | Sell | VIRTU FINL INCcl a | $8,812,000 | -42.0% | 404,607 | -36.8% | 3.39% | -46.8% |
| TBRG | New | THUNDER BRIDGE ACQUISITION L | $5,215,000 | – | 500,000 | +100.0% | 2.01% | – |
| CURO | Exit | CURO GROUP HLDGS CORP | $0 | – | -52,482 | -100.0% | -0.22% | – |
| MC | Exit | MOELIS & COcl a | $0 | – | -110,500 | -100.0% | -1.93% | – |
| NMRK | Exit | NEWMARK GROUP INCcl a | $0 | – | -1,337,764 | -100.0% | -4.68% | – |
| BGCP | Exit | BGC PARTNERS INCcl a | $0 | – | -2,196,579 | -100.0% | -4.89% | – |
| EQH | Exit | AXA EQUITABLE HLDGS INC | $0 | – | -1,058,547 | -100.0% | -8.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-26
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.