Artemis Investment Management LLP Q4 2017 Filing
Filed February 8, 2018
Portfolio Value
$6.0B
Holdings
220
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (220 positions)
| Stock | Value |
|---|---|
LDOSLEIDOS HLDGS INC | $14.1M |
WBAWALGREENS BOOTS ALLIANCE INC | $14.0M |
PVHPVH CORP | $13.9M |
TMUST MOBILE US INC | $13.7M |
HDHOME DEPOT INC | $13.7M |
HASHASBRO INC | $13.6M |
JNJJOHNSON & JOHNSON | $13.5M |
CIENCIENA CORP | $12.8M |
PEPPEPSICO INC | $12.8M |
VLOVALERO ENERGY CORP NEW | $12.8M |
LEALEAR CORP | $12.8M |
LWLAMB WESTON HLDGS INC | $12.7M |
BFHALLIANCE DATA SYSTEMS CORP | $12.6M |
FANGDIAMONDBACK ENERGY INC | $12.6M |
NTAPNETAPP INC | $12.1M |
THOTHOR INDS INC | $11.8M |
ITTITT INC | $11.6M |
CZREURCAESARS ENTMT CORP | $11.5M |
MCDMCDONALDS CORP | $11.4M |
—LEUCADIA NATL CORP | $11.4M |
DKSDICKS SPORTING GOODS INC | $11.3M |
KLACKLA-TENCOR CORP | $11.1M |
CDWCDW CORP | $11.1M |
OCOWENS CORNING NEW | $10.8M |
BKNGPRICELINE GRP INC | $10.6M |
UNMUNUM GROUP | $10.6M |
—FINISAR CORP | $10.5M |
—2U INC | $10.4M |
AMGNAMGEN INC | $10.1M |
MTNVAIL RESORTS INC | $9.9M |
LNCLINCOLN NATL CORP IND | $9.8M |
WCGEURWELLCARE HEALTH PLANS INC | $9.6M |
—ANDEAVOR | $9.6M |
SRCLSTERICYCLE INC | $9.5M |
SEESEALED AIR CORP NEW | $9.4M |
TPHTRI POINTE GROUP INC | $9.4M |
WWEUSDWORLD WRESTLING ENTMT INC | $9.3M |
KBHKB HOME | $9.2M |
ANETEURARISTA NETWORKS INC | $9.0M |
VMCVULCAN MATLS CO | $8.9M |
IPGPIPG PHOTONICS CORP | $8.7M |
EAELECTRONIC ARTS INC | $8.7M |
CLGXCORELOGIC INC | $8.6M |
ORLYO REILLY AUTOMOTIVE INC NEW | $8.6M |
SYU1SYNOVUS FINL CORP | $8.2M |
PNCPNC FINL SVCS GROUP INC | $8.2M |
SYNASYNAPTICS INC | $8.1M |
VSTVISTRA ENERGY CORP | $8.0M |
BIIBBIOGEN INC | $7.9M |
WOOFOOT LOCKER INC | $7.7M |
EWBCEAST WEST BANCORP INC | $7.7M |
EBAEBAY INC | $7.6M |
QEPQEP RES INC | $7.6M |
—OCH ZIFF CAP MGMT GROUP | $7.6M |
MXIMMAXIM INTEGRATED PRODS INC | $7.5M |
GILDGILEAD SCIENCES INC | $7.3M |
AMTTD AMERITRADE HLDG CORP | $7.2M |
PINCPREMIER INC | $7.2M |
TERTERADYNE INC | $7.2M |
AEISADVANCED ENERGY INDS | $7.1M |
FDXFEDEX CORP | $7.0M |
WEAWESTERN ALLIANCE BANCORP | $6.8M |
ETRAE TRADE FINANCIAL CORP | $6.5M |
LYVLIVE NATION ENTERTAINMENT IN | $6.5M |
—GARDNER DENVER HLDGS INC | $6.4M |
JNPJUNIPER NETWORKS INC | $6.4M |
GEGGEO GROUP INC NEW | $6.3M |
RGAREINSURANCE GROUP AMER INC | $6.2M |
XIFRNEXTERA ENERGY PARTNERS LP | $6.2M |
BKIEURBLACK KNIGHT INC | $5.9M |
SFBSSERVISFIRST BANCSHARES INC COM | $5.7M |
ABMDEURABIOMED INC | $5.6M |
MKTXMARKETAXESS HLDGS INC | $5.6M |
GPKGRAPHIC PACKAGING HLDG CO | $5.5M |
BDXBECTON DICKINSON & CO | $5.1M |
—K2M GROUP HLDGS INC | $5.0M |
TKRTIMKEN CO | $5.0M |
SUISUN CMNTYS INC | $4.9M |
EIXEDISON INTL | $4.7M |
BKRBAKER HUGHES INC | $4.7M |
NVROEURNEVRO CORP | $4.4M |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $4.3M |
FIVEFIVE BELOW INC | $4.2M |
W3UWESTERN UN CO | $3.9M |
EVTCEVERTEC INC | $3.4M |
CVXCHEVRON CORP NEW | $3.3M |
FWONALIBERTY MEDIA CORP DELAWARE | $3.2M |
RESRPC INC | $3.1M |
REXRREXFORD INDL RLTY INC | $3.1M |
CVNACARVANA CO | $3.1M |
MTDRMATADOR RES CO | $3.0M |
VOYAVOYA FINL INC | $3.0M |
MRCYMERCURY SYS INC | $2.9M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $2.9M |
CTLTEURCATALENT INC | $2.7M |
ULTAULTA BEAUTY INC | $2.7M |
CIMCHIMERA INVT CORP | $2.6M |
—MYLAN N V | $2.5M |
FLRFLUOR CORP NEW | $2.4M |
—OAKTREE CAP GROUP LLC | $2.1M |