Vilas Fund, LP has disclosed 24 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2019-09-30. The current portfolio value is calculated to be $74.00 Mil. The turnover rate is 21%.
In Vilas Fund, LP's current portfolio as of 2019-09-30, the top 5 holdings are
CVS Health Corp (CVS), Walgreens Boots Alliance Inc (WBA), The Cigna Group (CI), Honda Motor Co Ltd (HMC), Lincoln National Corp (LNC), not including call and put options.
Vilas Fund, LP did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Vilas Fund, LP, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Vilas Fund, LP, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Vilas Fund, LP.