| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | Exit | ISHARES TRput | $0 | – | -1,000 | -100.0% | -0.32% | – |
| MAXR | Exit | MAXAR TECHNOLOGIES INC | $0 | – | -130,000 | -100.0% | -1.20% | – |
| PLMR | Exit | PALOMAR HOLDINGS INC | $0 | – | -49,300 | -100.0% | -2.37% | – |
| MA | Exit | MASTERCARD INCcl a | $0 | – | -15,000 | -100.0% | -4.97% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -35,000 | -100.0% | -5.86% | – |
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -90,000 | -100.0% | -8.48% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -60,000 | -100.0% | -9.72% | – |
| NMIH | Exit | NMI HOLDINGS INCcl a | $0 | – | -340,000 | -100.0% | -10.89% | – |
| AABA | Exit | ALTABA INC | $0 | – | -460,000 | -100.0% | -10.93% | – |
| JBGS | Exit | JBG SMITH PROPERTIES | $0 | – | -240,000 | -100.0% | -11.48% | – |
| CSTM | Exit | CONSTELLIUM NVcl a | $0 | – | -960,000 | -100.0% | -14.88% | – |
| VST | Exit | VISTRA ENERGY CORP | $0 | – | -580,000 | -100.0% | -18.91% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISTRA ENERGY CORP | 4 | Q3 2019 | 22.3% |
| CONSTELLIUM NV | 4 | Q3 2019 | 16.1% |
| JBG SMITH PROPERTIES | 4 | Q3 2019 | 12.9% |
| NMI HOLDINGS INC | 4 | Q3 2019 | 12.6% |
| PROGRESSIVE CORP OHIO | 3 | Q3 2019 | 10.0% |
| SYNOPSYS INC | 3 | Q3 2019 | 5.9% |
| ESSENT GROUP LTD | 2 | Q2 2019 | 13.2% |
| FIDELITY NATL INFORMATION SV | 2 | Q3 2019 | 9.7% |
| VISA INC | 2 | Q1 2019 | 7.2% |
| MASTERCARD INC | 2 | Q3 2019 | 6.1% |
View One Tusk Investment Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-11-01 |
| 13F-HR | 2019-08-01 |
| 13F-HR | 2019-05-01 |
| 13F-HR | 2019-02-06 |
View One Tusk Investment Partners LP'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.