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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 % |
Shelter Haven Capital Manageme... Top Holdings of 2021-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IAS | Integral Ad Science Holding Corp | 3,134,350 | 69,614.0 | -7.46% | 19.820 | -1.66% | 2.020 | +27.55% | -19.73% | 1,382.8 | Media - Diversified | |
NTNX | Nutanix Inc | 1,849,134 | 58,913.0 | +26.21% | 16.770 | +3.48% | 0.840 | +17.50% | +21.58% | 19,939.6 | Software | |
DV | DoubleVerify Holdings Inc | 1,748,988 | 58,206.0 | New Holding | 16.570 | +16.57% | 1.080 | +23.72% | -18.27% | 2,551.3 | Software | |
ALGM | Allegro Microsystems Inc | 1,585,864 | 57,377.0 | +52.81% | 16.330 | +5.64% | 0.840 | +94.52% | +55.90% | 6,302.3 | Semiconductors | |
ETWO | E2open Parent Holdings Inc | 4,795,919 | 54,002.0 | -8.88% | 15.370 | -1.68% | 1.590 | +57.69% | +23.31% | 1,026.2 | Software | |
CRUS | Cirrus Logic Inc | 465,181 | 42,806.0 | New Holding | 12.190 | +12.19% | 0.810 | +15.96% | +3.36% | 5,280.1 | Semiconductors | |
CZR | Caesars Entertainment Inc | 47,552 | 4,448.0 | -87.18% | 1.270 | -11.54% | 0.020 | +11.79% | -10.62% | 6,212.0 | Travel & Leisure | |
PINS | Pinterest Inc | 100,603 | 3,657.0 | New Holding | 1.040 | +1.04% | 0.020 | +47.56% | +30.31% | 25,569.7 | Interactive Media | |
MU | Micron Technology Inc | 15,945 | 1,485.0 | New Holding | 0.420 | +0.42% | 0.000 | +50.74% | +30.79% | 122,913.5 | Semiconductors | |
SHYF | The Shyft Group Inc | 8,273 | 406.0 | -42.34% | 0.120 | -0.07% | 0.020 | +55.88% | +7.93% | 439.0 | Farm & Heavy Construction Machinery |
Shelter Haven Capital Management, L.P.'s Historical Top Holdings Breakdowns
Shelter Haven Capital Management, L.P. Total Holding History ($B)
Shelter Haven Capital Management, L.P.'s Asset Allocation
Shelter Haven Capital Management, L.P. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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 % |
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Shelter Haven Capital Management, L.P.'s Holdings Heat Map
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Shelter Haven Capital Management, L.P.'s Holdings Bubble Chart
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