Q1 2020 Holdings
Filed 2020-05-14 | 8 holdings | $102.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Thomson Reuters Corp | COM NEW | 884903709 | $23.2K | 341,992 | 22.7% |
| Pennymac Finl Svcs Inc(PFSI) | COM | 70932M107 | $18.9K | 854,670 | 18.5% |
| Assurant Inc(AIZ) | COM | 04621X108 | $17.4K | 167,555 | 17.1% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $12.3K | 100,951 | 12.0% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $11.6K | 122,243 | 11.4% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $8.0K | 149,069 | 7.9% |
| New York Cmnty Bancorp Inc(NYCBEUR) | COM | 649445103 | $5.4K | 578,544 | 5.3% |
| Flagstar Bancorp Inc(FBCUSD) | COM PAR .001 | 337930705 | $5.2K | 262,000 | 5.1% |