One Tusk Investment Partners LP 13F Holdings

CIK 0001679027 · New York, NY

As of Sep 30, 2019, One Tusk Investment Partners LP reported 12 positions worth $82.0K in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
VISTRA CORPVSTUtilities580,000 5.5K18.91%
CONSTELLIUM SE——960,000 2.2K14.88%
JBG SMITH PROPERTIESJBGSReal Estate240,000$9.4K11.48%
ALTABA INC——460,000$9.0K10.93%
NMI HOLDINGS INCNMIHFinancial Services340,000$8.9K10.89%
FIDELITY NATIONAL INFORMATION SERVICES INCFISTechnology60,000$8.0K9.72%
PROGRESSIVE CORPPGRFinancial Services90,000$7.0K8.48%
SYNOPSYS INCSNPSTechnology35,000$4.8K5.86%
MASTERCARD INCMAFinancial Services15,000$4.1K4.97%
PALOMAR HOLDINGS INCPLMRFinancial Services49,300 .9K2.37%
MAXAR TECHNOLOGIES INCMAXRTechnology130,000$988.01.20%
ISHARES RUSSELL 2000 ETFIWM—1,000$263.00.32%