GVO Asset Management as of June 30, 2019
Portfolio Holdings for GVO Asset Management
GVO Asset Management holds 8 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Mtg Tr (BXMT) | 48.4 | $60M | 1.7M | 35.58 | |
| Kkr & Co (KKR) | 25.4 | $31M | 1.2M | 25.27 | |
| Tesla Motors (TSLA) | 14.2 | $17M | 78k | 223.46 | |
| Mr Cooper Group (COOP) | 4.7 | $5.8M | 726k | 8.01 | |
| DaVita (DVA) | 2.1 | $2.6M | 47k | 56.26 | |
| PG&E Corporation (PCG) | 2.1 | $2.6M | 115k | 22.92 | |
| Wynn Resorts (WYNN) | 2.0 | $2.5M | 20k | 124.00 | |
| Sunrun (RUN) | 1.0 | $1.2M | 65k | 18.75 |
