Artemis Investment Management LLP Q2 2017 Filing
Filed August 9, 2017
Portfolio Value
$4.1B
Holdings
227
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (227 positions)
| Stock | Value |
|---|---|
EMNEASTMAN CHEM CO | $10.8M |
HIIHUNTINGTON INGALLS INDS INC | $10.6M |
TUPTUPPERWARE BRANDS CORP | $10.0M |
TTMITTM TECHNOLOGIES INC | $9.8M |
PXDEURPIONEER NAT RES CO | $9.8M |
CDWCDW CORP | $9.6M |
—FORTRESS INVESTMENT GROUP LL | $9.6M |
APOAPOLLO GLOBAL MGMT LLC | $9.6M |
USBUS BANCORP DEL | $9.6M |
LRCXEURLAM RESEARCH CORP | $9.1M |
WWEUSDWORLD WRESTLING ENTMT INC | $9.0M |
CTXSEURCITRIX SYS INC | $9.0M |
BMYBRISTOL MYERS SQUIBB CO | $8.8M |
ELLAUDER ESTEE COS INC | $8.7M |
WSOWATSCO INC | $8.7M |
KBHKB HOME | $8.5M |
PKGPACKAGING CORP AMER | $8.4M |
MDC1USDM D C HLDGS INC | $8.4M |
NTAPNETAPP INC | $8.4M |
LUVSOUTHWEST AIRLS CO | $8.3M |
THOTHOR INDS INC | $8.2M |
SLG2EURSL GREEN RLTY CORP | $8.2M |
DISHDISH NETWORK CORP | $8.2M |
LEALEAR CORP | $8.1M |
DWDMORGAN STANLEY | $8.0M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $8.0M |
OCOWENS CORNING NEW | $7.9M |
CMICUMMINS INC | $7.9M |
—K2M GROUP HLDGS INC | $7.7M |
BBYBEST BUY INC | $7.7M |
TMHCTAYLOR MORRISON HOME CORP | $7.6M |
ANETEURARISTA NETWORKS INC | $7.6M |
WCGEURWELLCARE HEALTH PLANS INC | $7.5M |
—ROCKWELL COLLINS INC | $7.5M |
HANHAWAIIAN HOLDINGS INC | $7.4M |
HEIHEICO CORP NEW | $7.4M |
CVSCVS HEALTH CORP | $7.3M |
CLCOLGATE PALMOLIVE CO | $7.2M |
MCKMCKESSON CORP | $7.2M |
PLAYDAVE & BUSTERS ENTMT INC | $7.2M |
AGNCAGNC INVT CORP | $7.2M |
EVREVERCORE PARTNERS INC | $7.1M |
PNCPNC FINL SVCS GROUP INC | $7.1M |
RRRRED ROCK RESORTS INC | $7.1M |
—OCH ZIFF CAP MGMT GROUP | $7.0M |
PRUPRUDENTIAL FINL INC | $6.9M |
UNMUNUM GROUP | $6.9M |
DHID R HORTON INC | $6.8M |
BFHALLIANCE DATA SYSTEMS CORP | $6.8M |
—TIME INC NEW | $6.7M |
SYU1SYNOVUS FINL CORP | $6.3M |
VSMEURVERSUM MATLS INC | $6.0M |
—LEUCADIA NATL CORP | $5.9M |
—CVR REFNG LP | $5.9M |
DKSDICKS SPORTING GOODS INC | $5.7M |
BABOEING CO | $5.4M |
MATMATTEL INC | $5.0M |
LITELUMENTUM HLDGS INC | $4.9M |
JNPJUNIPER NETWORKS INC | $4.9M |
MRCYMERCURY SYS INC | $4.8M |
PVHPVH CORP | $4.6M |
CZREURCAESARS ENTMT CORP | $4.4M |
CR1USDCRANE CO | $4.4M |
ABMDEURABIOMED INC | $4.3M |
AEISADVANCED ENERGY INDS | $4.3M |
DVADAVITA INC | $4.2M |
REXRREXFORD INDL RLTY INC | $4.1M |
GILDGILEAD SCIENCES INC | $4.0M |
CTLTEURCATALENT INC | $4.0M |
BIIBBIOGEN INC | $3.9M |
LNCLINCOLN NATL CORP IND | $3.9M |
EWBCEAST WEST BANCORP INC | $3.8M |
—MULESOFT INC | $3.7M |
ENRENERGIZER HLDGS INC NEW | $3.6M |
MDLZMONDELEZ INTL INC | $3.5M |
ETRAE TRADE FINANCIAL CORP | $3.4M |
—LIBERTY INTERACTIVE CORP | $3.3M |
—OAKTREE CAP GROUP LLC | $3.3M |
W3UWESTERN UN CO | $3.3M |
URIUNITED RENTALS INC | $3.3M |
SYNASYNAPTICS INC | $3.2M |
SUISUN CMNTYS INC | $3.1M |
VYXNCR CORP NEW | $3.1M |
HTLFEURHEARTLAND FINL USA INC | $3.0M |
SIVBEURSVB FINL GROUP | $2.8M |
ACCUSDAMERICAN CAMPUS CMNTYS INC | $2.8M |
RGAREINSURANCE GROUP AMER INC | $2.6M |
CIMCHIMERA INVT CORP | $2.6M |
SEESEALED AIR CORP NEW | $2.6M |
CVXCHEVRON CORP NEW | $2.6M |
VOYAVOYA FINL INC | $2.5M |
RESRPC INC | $2.5M |
COSCNO FINL GROUP INC | $2.4M |
ALSNALLISON TRANSMISSION HLDGS I | $2.4M |
STTSTATE STR CORP | $2.3M |
—MYLAN N V | $2.3M |
LOWLOWES COS INC | $2.3M |
NYTNEW YORK TIMES CO | $2.2M |
FT2FIRST HORIZON NATL CORP | $2.1M |
—KNIGHT TRANSN INC | $2.1M |