$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 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIS | Sell | FIDELITY NATL INFORMATION SV | $5,083,000 | -58.6% | 37,908 | -62.4% | 5.58% | -53.7% |
| TRI | Sell | THOMSON REUTERS CORP. | $4,902,000 | -78.9% | 72,122 | -78.9% | 5.38% | -76.3% |
| PFSI | Sell | PENNYMAC FINL SVCS INC NEW | $4,834,000 | -74.4% | 115,670 | -86.5% | 5.30% | -71.4% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $4,434,000 | -61.7% | 35,136 | -71.3% | 4.86% | -57.2% |
| AIZ | Sell | ASSURANT INC | $1,535,000 | -91.2% | 14,858 | -91.1% | 1.68% | -90.1% |
| FBC | Exit | FLAGSTAR BANCORP INC | $0 | – | -262,000 | -100.0% | -5.09% | – |
| NYCB | Exit | NEW YORK CMNTY BANCORP INC | $0 | – | -578,544 | -100.0% | -5.32% | – |
| ENV | Exit | ENVESTNET INC | $0 | – | -149,069 | -100.0% | -7.86% | – |
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.