$91.2 Million is the total value of STRYCKER VIEW CAPITAL LLC's 19 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VICI | New | VICI PPTYS INC | $8,401,000 | – | 416,075 | +100.0% | 9.22% | – |
| VOYA | New | VOYA FINANCIAL INC | $7,697,000 | – | 165,000 | +100.0% | 8.44% | – |
| CLVT | New | CLARIVATE PLC | $7,671,000 | – | 343,508 | +100.0% | 8.42% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $7,621,000 | – | 38,564 | +100.0% | 8.36% | – |
| CNNE | New | CANNAE HLDGS INC | $7,604,000 | – | 185,000 | +100.0% | 8.34% | – |
| INVH | New | INVITATION HOMES INC | $5,052,000 | – | 183,520 | +100.0% | 5.54% | – |
| LPLA | New | LPL FINL HLDGS INC | $4,667,000 | – | 59,526 | +100.0% | 5.12% | – |
| COF | New | CAPITAL ONE FINL CORP | $4,544,000 | – | 72,597 | +100.0% | 4.98% | – |
| INFO | New | IHS MARKIT LTD | $4,248,000 | – | 56,266 | +100.0% | 4.66% | – |
| FCN | New | FTI CONSULTING INC | $4,009,000 | – | 35,000 | +100.0% | 4.40% | – |
| GPN | New | GLOBAL PMTS INC | $3,435,000 | – | 20,252 | +100.0% | 3.77% | – |
| RESI | New | FRONT YD RESIDENTIAL CORP | $2,610,000 | – | 300,000 | +100.0% | 2.86% | – |
| FISV | New | FISERV INC | $2,203,000 | – | 22,562 | +100.0% | 2.42% | – |
| LPRO | New | OPEN LENDING CORP | $604,000 | – | 40,000 | +100.0% | 0.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-10
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.