Q2 2019 Holdings
Filed 2019-08-06 | 6 holdings | $173.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Davita Inc(DVA) | COM | 23918K108 | $77.4K | 1,375,099 | 44.7% |
| Synchrony Finl(SYF) | COM | 87165B103 | $32.7K | 944,464 | 18.9% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $19.5K | 95,067 | 11.2% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $19.3K | 408,100 | 11.2% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $16.2K | 170,063 | 9.4% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $7.9K | 139,800 | 4.6% |