Strycker View Capital LLC — Q1 2020 13F Holdings

Name: Strycker View Capital LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001655140

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TRI	Thomson Reuters Corporation	Stock-Industrials	22.74%	—	-0.87%
2	PFSI	Pennymac Financial Services	Stock-Other	18.52%	—	—
3	AIZ	Assurant INC	Stock-Financials	17.09%	—	+80.43%
4	FIS	Fidelity National Info Serv	Stock-Tech	12.03%	—	+118.60%
5	BR	Broadridge Financial Solutio	Stock-Tech	11.36%	—	-41.71%
6	ENVUSD	Envestnet INC	Stock-Other	7.85%	—	-14.65%
7	NYCBEUR	New York Community Bancorp	Stock-Other	5.32%	—	—
8	FBCUSD	Flagstar Bancorp INC	Stock-Other	5.09%	—	—

Position changes disclosed by Strycker View Capital LLC for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AIZ	Assurant INC	+11.3%	+80.43%	Add
2	TRI	Thomson Reuters Corporation	+11.1%	-0.87%	Trim
3	FIS	Fidelity National Info Serv	+9%	+118.60%	Add
4	ENVUSD	Envestnet INC	+2.1%	-14.65%	Trim
5	BR	Broadridge Financial Solutio	-0.9%	-41.71%	Trim
6	PFSI	Pennymac Financial Services	—	NEW	New buy
7	MTB	M & T Bank CORP	—	EXIT	Sold out
8	TCF	Tcf Financial CORP	—	EXIT	Sold out
9	WAL	Western Alliance Bancorp	—	EXIT	Sold out
10	NET	Cloudflare INC - Class A	—	EXIT	Sold out
11	LPLA	Lpl Financial Holdings INC	—	EXIT	Sold out
12	AXS	AXIS Capital Holdings Limited	—	EXIT	Sold out
13	RPAY	Repay Holdings CORP	—	EXIT	Sold out
14	GPN	Global Payments INC	—	EXIT	Sold out
15	BLKCHF	Blackrock INC	—	EXIT	Sold out
16	SCHW	Schwab (charles) CORP	—	EXIT	Sold out
17	NYCBEUR	New York Community Bancorp	—	NEW	New buy
18	FBCUSD	Flagstar Bancorp INC	—	NEW	New buy
19	WTFC	Wintrust Financial CORP	—	EXIT	Sold out