ACM

Archer Capital Management Portfolio holdings

AUM $16.2M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
-16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.2M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$224K

Top Sells

1
+$17.2M
2
+$14.5M
3
+$10.8M
4
LXFR icon
Luxfer Holdings
LXFR
+$10.6M
5
ESNT icon
Essent Group
ESNT
+$8.05M

Sector Composition

1 Communication Services 51.62%
2 Technology 26.31%
3 Financials 0%
4 Industrials 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WOW icon
1
WideOpenWest
WOW
$440M
$4.5M 27.81%
630,771
-339,997
LORL
2
DELISTED
Loral Space and Communications, Inc.
LORL
$4.25M 26.31%
114,229
-44,057
ZAYO
3
DELISTED
Zayo Group Holdings, Inc.
ZAYO
$3.52M 21.77%
154,100
-210,400
NIHD
4
DELISTED
NII Holdings, Inc. Common Stock
NIHD
$2.55M 15.79%
579,213
+50,890
ATEX icon
5
Anterix
ATEX
$379M
$1.3M 8.02%
34,686
-59,040
AGFSW
6
DELISTED
AgroFresh Solutions Inc Warrants
AGFSW
$49K 0.3%
324,260
-740
CMCSA icon
7
Comcast
CMCSA
$101B
– –
-410,000
EEX icon
8
Emerald Holding
EEX
$869M
– –
-80,796
EQIX icon
9
Equinix
EQIX
$83.1B
– –
-10,000
ESNT icon
10
Essent Group
ESNT
$5.97B
– –
-181,898
EVRI
11
DELISTED
Everi Holdings
EVRI
– –
-1,870,349
LXFR icon
12
Luxfer Holdings
LXFR
$326M
– –
-457,127
MTG icon
13
MGIC Investment
MTG
$6.13B
– –
-426,800
OPCH icon
14
Option Care Health
OPCH
$4.13B
– –
-343,123
WH icon
15
Wyndham Hotels & Resorts
WH
$5.55B
– –
-194,138
AKRX
16
DELISTED
Akorn Inc
AKRX
– –
-80,600
JASNW
17
DELISTED
Jason Industries, Inc.
JASNW
– –
-222,700
JTPY
18
DELISTED
JetPay Corporation
JTPY
– –
-100,100