Artemis Investment Management LLP Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$3.7T
Holdings
204
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (204 positions)
| Stock | Value |
|---|---|
VSMEURVERSUM MATLS INC | $8.9M |
NTAPNETAPP INC | $8.9M |
XIFRNEXTERA ENERGY PARTNERS LP | $8.6M |
AMGNAMGEN INC | $8.5M |
ZNGAEURZYNGA INC | $8.4M |
EMNEASTMAN CHEM CO | $8.4M |
ABGAMERISOURCEBERGEN CORP | $8.4M |
MRCYMERCURY SYS INC | $8.3M |
RRRRED ROCK RESORTS INC | $8.2M |
DHID R HORTON INC | $8.1M |
LTXBUSDLEGACY TEX FINL GROUP INC | $8.0M |
—LEUCADIA NATL CORP | $7.9M |
THOTHOR INDS INC | $7.7M |
BCRUSDBARD C R INC | $7.7M |
SLG2EURSL GREEN RLTY CORP | $7.6M |
PLXSPLEXUS CORP | $7.5M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $7.3M |
MDC1USDM D C HLDGS INC | $7.3M |
CLCOLGATE PALMOLIVE CO | $7.3M |
FASTFASTENAL CO | $7.2M |
—GREAT WESTN BANCORP INC COM | $7.1M |
PKGPACKAGING CORP AMER | $7.1M |
UNMUNUM GROUP | $7.0M |
TMHCTAYLOR MORRISON HOME CORP | $6.9M |
PRUPRUDENTIAL FINL INC | $6.9M |
ENRENERGIZER HLDGS INC NEW | $6.6M |
HANHAWAIIAN HOLDINGS INC | $6.5M |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $6.5M |
DISHDISH NETWORK CORP | $6.4M |
SMCIUSDSUPER MICRO COMPUTER INC | $6.4M |
SEESEALED AIR CORP NEW | $6.3M |
NWLNEWELL BRANDS INC | $6.0M |
COSCNO FINL GROUP INC | $6.0M |
EVREVERCORE PARTNERS INC | $5.9M |
CMICUMMINS INC | $5.7M |
METAFACEBOOK INC | $5.5M |
NTNXNUTANIX INC | $5.2M |
ALLYALLY FINL INC | $5.1M |
—MULESOFT INC | $4.7M |
VRSKVERISK ANALYTICS INC | $4.6M |
NFLXNETFLIX INC | $4.4M |
HIIHUNTINGTON INGALLS INDS INC | $4.3M |
CHTRCHARTER COMMUNICATIONS INC N | $4.3M |
EXASEXACT SCIENCES CORP | $4.3M |
OASEUROASIS PETE INC NEW | $4.2M |
—FRANCESCAS HLDGS CORP | $4.2M |
TEXTEREX CORP NEW | $4.0M |
LNCLINCOLN NATL CORP IND | $3.8M |
—DIGITALGLOBE INC | $3.8M |
—OCH ZIFF CAP MGMT GROUP | $3.7M |
ALAIR LEASE CORP | $3.6M |
BIIBBIOGEN INC | $3.6M |
RGAREINSURANCE GROUP AMER INC | $3.5M |
VYXNCR CORP NEW | $3.4M |
HTLFEURHEARTLAND FINL USA INC | $3.2M |
TRMBTRIMBLE INC | $3.1M |
EWBCEAST WEST BANCORP INC | $3.0M |
SIVBEURSVB FINL GROUP | $3.0M |
ALSNALLISON TRANSMISSION HLDGS I | $2.8M |
SUISUN CMNTYS INC | $2.8M |
VOYAVOYA FINL INC | $2.8M |
ACCUSDAMERICAN CAMPUS CMNTYS INC | $2.8M |
IDXXIDEXX LABS INC | $2.8M |
OMFONEMAIN HLDGS INC | $2.7M |
LBEURL BRANDS INC | $2.6M |
BFHALLIANCE DATA SYSTEMS CORP | $2.5M |
ABMDEURABIOMED INC | $2.4M |
RICEEURRICE ENERGY INC | $2.4M |
SYU1SYNOVUS FINL CORP | $2.3M |
CVXCHEVRON CORP NEW | $2.2M |
FT2FIRST HORIZON NATL CORP | $2.2M |
CIMCHIMERA INVT CORP | $2.1M |
APCANADARKO PETE CORP | $2.1M |
NYTNEW YORK TIMES CO | $2.1M |
AQMSEURAQUA METALS INC | $2.0M |
EOGEOG RES INC | $1.9M |
—NEWFIELD EXPL CO | $1.9M |
—K2M GROUP HLDGS INC | $1.8M |
XOMEXXON MOBIL CORP | $1.8M |
—KNIGHT TRANSN INC | $1.8M |
CXOEURCONCHO RES INC | $1.7M |
COPCONOCOPHILLIPS | $1.7M |
ARANTERO RES CORP | $1.6M |
CLRUSDCONTINENTAL RESOURCES INC | $1.6M |
CTLTEURCATALENT INC | $1.3M |
EPDENTERPRISE PRODS PARTNERS L | $896K |
WEPMAGELLAN MIDSTREAM PRTNRS LP | $849K |
TWTRUSDTWITTER INC | $753K |
USBUS BANCORP DEL | $661K |
PEPPEPSICO INC | $450K |
BDXBECTON DICKINSON & CO | $403K |
CSCOCISCO SYS INC | $383K |
MOALTRIA GROUP INC | $381K |
PLDPROLOGIS INC | $297K |
HBANHUNTINGTON BANCSHARES INC | $293K |
NEENEXTERA ENERGY INC | $287K |
FISFIDELITY NATL INFORMATION SV | $276K |
KMIKINDER MORGAN INC DEL | $275K |
EPCEDGEWELL PERS CARE CO | $209K |
GILDGILEAD SCIENCES INC | $161K |