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
+12.59%
+20.98%
19,842.3
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

  • 1

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

Discussions on Shelter Haven Capital Management, L.P.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.