SH

Shelter Haven Capital Management, L.P.

13F
Shelter Haven Capital Management, L.P.
Last update 2022-02-15 11 Stocks (4 new)
Value $351.00 Mil Turnover 39 %
Countries:
Top Holdings: IAS(19.82%)NTNX(16.77%)DV(16.57%)ALGM(16.33%)ETWO(15.37%)
Summary Stock Picks Current Portfolio
Shelter Haven Capital Manageme... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAS
Integral Ad Science Holding Corp
3,134,350
69,614.0
-7.46%
19.820
-1.66%
2.020
+20.78%
-20.40%
1,371.3
Media - Diversified
NTNX
Nutanix Inc
1,849,134
58,913.0
+26.21%
16.770
+3.48%
0.840
+12.56%
+20.95%
19,837.7
Software
DV
DoubleVerify Holdings Inc
1,748,988
58,206.0
New Holding
16.570
+16.57%
1.080
+18.30%
-18.90%
2,531.8
Software
ALGM
Allegro Microsystems Inc
1,585,864
57,377.0
+52.81%
16.330
+5.64%
0.840
+73.61%
+49.86%
6,058.2
Semiconductors
ETWO
E2open Parent Holdings Inc
4,795,919
54,002.0
-8.88%
15.370
-1.68%
1.590
+54.46%
+23.68%
1,029.3
Software
CRUS
Cirrus Logic Inc
465,181
42,806.0
New Holding
12.190
+12.19%
0.810
+8.55%
+0.72%
5,145.2
Semiconductors
CZR
Caesars Entertainment Inc
47,552
4,448.0
-87.18%
1.270
-11.54%
0.020
+5.48%
-14.24%
5,960.4
Travel & Leisure
PINS
Pinterest Inc
100,603
3,657.0
New Holding
1.040
+1.04%
0.020
+46.29%
+29.90%
25,488.5
Interactive Media
MU
Micron Technology Inc
15,945
1,485.0
New Holding
0.420
+0.42%
0.000
+44.45%
+33.06%
125,039.8
Semiconductors
SHYF
The Shyft Group Inc
8,273
406.0
-42.34%
0.120
-0.07%
0.020
+55.88%
+7.93%
439.0
Farm & Heavy Construction Machinery

Shelter Haven Capital Management, L.P.'s Historical Top Holdings Breakdowns

Shelter Haven Capital Management, L.P. Total Holding History ($B)

To

Shelter Haven Capital Management, L.P.'s Asset Allocation

To

Shelter Haven Capital Management, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Shelter Haven Capital Management, L.P.'s Hypothetical Growth since 2021-12-31

Shelter Haven Capital Management, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Shelter Haven Capital Management, L.P.'s Holdings Heat Map

Size field:

Shelter Haven Capital Management, L.P.'s Holdings Bubble Chart

Shelter Haven Capital Management, L.P. News

  • 1

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