HoldingsChannel.com
BlueMar Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
FIDELITY NATL INFORMATION SV 235,418 -36,030 $28,636
     FIS235,418-36,030$28,636
MGM GROWTH PPTYS LLC 809,885 +76,523 $19,170
     MGP809,885+76,523$19,170
VISA INC 116,450 +70,447 $18,762
     V116,450+70,447$18,762
PAYPAL HLDGS INC 180,984 +35,154 $17,327
     PYPL180,984+35,154$17,327
RENAISSANCERE HOLDINGS LTD 107,918 +107,918 $16,114
     RNR107,918+107,918$16,114
TRANSUNION 175,475 -92,013 $11,613
     TRU175,475-92,013$11,613
GLOBAL PMTS INC 80,135 +5,459 $11,558
     GPN80,135+5,459$11,558
BANK NEW YORK MELLON CORP 302,445 +302,445 $10,186
     BK302,445+302,445$10,186
FISERV INC 106,343 -31,923 $10,102
     FISV106,343-31,923$10,102
WYNDHAM HOTELS & RESORTS INC 254,880 -41,148 $8,031
     WH254,880-41,148$8,031
REALTY INCOME CORP 156,399 +156,399 $7,798
     O156,399+156,399$7,798
S&P GLOBAL INC 30,234 -16,140 $7,409
     SPGI30,234-16,140$7,409
BLACKSTONE GROUP INC 148,700 +148,700 $6,776
     BX148,700+148,700$6,776
AXIS CAPITAL HOLDINGS LTD 173,796 +420 $6,717
     AXS173,796+420$6,717
CITIGROUP INC 126,919 +24,100 $5,346
     C126,919+24,100$5,346
WEX INC 40,431 -38,187 $4,227
     WEX40,431-38,187$4,227
LPL FINL HLDGS INC 74,043 +74,043 $4,030
     LPLA74,043+74,043$4,030
EVERCORE INC 68,192 +10,252 $3,141
     EVR68,192+10,252$3,141
TRADEWEB MKTS INC 73,400 +17,595 $3,086
     TW73,400+17,595$3,086
GALLAGHER ARTHUR J & CO 34,380 +34,380 $2,802
     AJG34,380+34,380$2,802
US BANCORP DEL 75,136 +75,136 $2,588
     USB75,136+75,136$2,588
THOMSON REUTERS CORP 32,020 +32,020 $2,173
     TRI32,020+32,020$2,173
AON PLC 11,660 +11,660 $1,924
     AON11,660+11,660$1,924
DIGITAL RLTY TR INC 11,570 +11,570 $1,607
     DLR11,570+11,570$1,607
EQUINIX INC 2,550 +2,550 $1,593
     EQIX2,550+2,550$1,593
BRIGHTVIEW HLDGS INC 143,196 -207,060 $1,584
     BV143,196-207,060$1,584
BROOKFIELD ASSET MGMT INC 35,700 +35,700 $1,580
     BAM35,700+35,700$1,580
AMERICOLD RLTY TR 45,500 +45,500 $1,549
     COLD45,500+45,500$1,549
ESSENT GROUP LTD 53,609 +24,150 $1,412
     ESNT53,609+24,150$1,412
MARSH & MCLENNAN COS INC 14,080 +14,080 $1,217
     MMC14,080+14,080$1,217
BGC PARTNERS INC 451,953 +26,368 $1,139
     BGCP451,953+26,368$1,139
WISDOMTREE INVTS INC 358,540 +20,917 $835
     WETF358,540+20,917$835

See Full List: All Stocks Held By BlueMar Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BlueMar Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $222,795
At 12/31/2019: $350,811

BlueMar Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BlueMar Capital Management LLC 13F filings. Link to 13F filings: SEC filings

BlueMar Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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