Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Anavon Capital LLP (CIK 1697186) reported $104.4M across 15 reported positions in its SEC 13F filing for 2019-12-31. Largest positions: EA ($14.9M, 14.29%), SONY ($13.6M, 13.05%), CTXS ($12.4M, 11.85%), IBKR ($11.7M, 11.20%), HGV ($7.6M, 7.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EA | Electronic Arts Inc. EA US | $14.9M | 14.29% | 138,830 | Added |
| 2 | SONY | SONY CORP-SPONSORED ADR SNE US | $13.6M | 13.05% | 200,450 | Added |
| 3 | CTXS | CITRIX SYSTEMS INC CTXS US | $12.4M | 11.85% | 111,600 | New |
| 4 | IBKR | Interactive Brokers Group, Inc. Class A IBKR US | $11.7M | 11.20% | 250,900 | Trimmed |
| 5 | HGV | HILTON GRAND VACATIONS INC HGV US | $7.6M | 7.28% | 220,950 | New |
| 6 | WBD | Discovery Communications, Inc. Class A DISCA US | $7.5M | 7.20% | 229,500 | Trimmed |
| 7 | UNVR | UNIVAR INC UNVR US | $6.5M | 6.21% | 267,700 | New |
| 8 | TRMB | TRIMBLE INC TRMB US | $6.4M | 6.14% | 153,800 | New |
| 9 | CC | CHEMOURS CO/THE CC US | $6.0M | 5.73% | 330,500 | New |
| 10 | TGI | TRIUMPH GROUP INC TGI US | $4.6M | 4.36% | 180,200 | New |
| 11 | CARS | CARS.COM INC CARS US | $4.1M | 3.91% | 333,800 | Added |
| 12 | SPR | SPIRIT AEROSYS-A SPR US | $3.8M | 3.59% | 51,500 | Trimmed |
| 13 | GDDY | GODADDY INC - CLASS A GDDY US | $2.5M | 2.41% | 37,100 | New |
| 14 | BFH | ALLIANCE DATA SYSTEMS CORP ADS US | $2.3M | 2.21% | 20,600 | New |
| 15 | SCHH | SCHWAB US REIT ETF SCHH US | $584,000 | 0.56% | 12,700 | New |
| 16 | HWM | ARCONIC INC | $0 | 0.00% | 0 | Exited |
| 17 | STZ | CONSTELLATION BRANDS INC CL A COM STK | $0 | 0.00% | 0 | Exited |
| 18 | KROTON EDUCACIONAL SA BELO HO ADR | $0 | 0.00% | 0 | Exited | |
| 19 | SFLY | SHUTTERFLY INC COM STK | $0 | 0.00% | 0 | Exited |
| 20 | AGN | ALLERGAN PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2019-12-31