# Anavon Capital LLP

> Institutional holdings reported to the SEC as of Q4 2019 on Form 13F. CIK 1697186. Source: https://holderbook.com/funds/1697186-anavon-capital-llp/

- Reported value: $104.4M
- Positions: 15
- Weight of the ten largest: 87.3%
- Filed: 2020-02-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ELECTRONIC ARTS INC | [EA](https://holderbook.com/stocks/EA/) | $14.9M | 138,830 | 14.3% | 1 |
| SONY GROUP CORP | [SONY](https://holderbook.com/stocks/SONY/) | $13.6M | 200,450 | 13.1% | 1 |
| CITRIX SYS INC | [CTXS](https://holderbook.com/stocks/CTXS/) | $12.4M | 111,600 | 11.9% | 1 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $11.7M | 250,900 | 11.2% | 1 |
| HILTON GRAND VACATIONS INC | [HGV](https://holderbook.com/stocks/HGV/) | $7.6M | 220,950 | 7.3% | 1 |
| DISCOVERY INC | [DISCA](https://holderbook.com/stocks/DISCA/) | $7.5M | 229,500 | 7.2% | 1 |
| UNIVAR SOLUTIONS INC | [UNVR](https://holderbook.com/stocks/UNVR/) | $6.5M | 267,700 | 6.2% | 1 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $6.4M | 153,800 | 6.1% | 1 |
| CHEMOURS CO | [CC](https://holderbook.com/stocks/CC/) | $6.0M | 330,500 | 5.7% | 1 |
| TRIUMPH GROUP INC NEW | [TGI](https://holderbook.com/stocks/TGI/) | $4.6M | 180,200 | 4.4% | 1 |
| CARS COM INC | [CARS](https://holderbook.com/stocks/CARS/) | $4.1M | 333,800 | 3.9% | 1 |
| SPIRIT AEROSYSTEMS HLDGS INC | [SPR](https://holderbook.com/stocks/SPR/) | $3.8M | 51,500 | 3.6% | 1 |
| GODADDY INC | [GDDY](https://holderbook.com/stocks/GDDY/) | $2.5M | 37,100 | 2.4% | 1 |
| BREAD FINANCIAL HOLDINGS INC | [BFH](https://holderbook.com/stocks/BFH/) | $2.3M | 20,600 | 2.2% | 1 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $584.0K | 12,700 | 0.6% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2019 | $104.4M | 15 |