Clear Harbor Asset Management, LLC Q2 2016 Filing

Filed August 5, 2016

Portfolio Value

$459.9B

Holdings

258

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (258 positions)

#StockSharesValue% PortfolioType
1
ROPROPER TECHNOLOGIES INC
297,880$50.8B11.05%
2
AWCAMERICAN WTR WKS CO INC NEW
224,184$18.9B4.12%
3
AMERICAN CAP MTG INVT CORP
1,155,610$18.2B3.97%
4
FLEXFLEXTRONICS INTL LTD
1,124,642$13.3B2.89%
5
PXDEURPIONEER NAT RES CO
74,866$11.3B2.46%
6
AAPLAPPLE INC
113,888$10.9B2.37%
7
HIGHARTFORD FINL SVCS GROUP INC
222,324$9.9B2.15%
8
AXSAXIS CAPITAL HOLDINGS LTD
175,864$9.7B2.10%
9
TSMTAIWAN SEMICONDUCTOR MFG LTD
351,118$9.2B2.00%
10
TRMBTRIMBLE NAVIGATION LTD
349,762$8.5B1.85%
11
SPYSPDR S&P 500 ETF TR
52,733$7.9B1.72%Put
12
JOHNSON CTLS INC
175,425$7.8B1.69%
13
PHPARKER HANNIFIN CORP
71,104$7.7B1.67%
14
BRK/BBERKSHIRE HATHAWAY INC DEL
46,106$6.7B1.45%
15
CLBCORE LABORATORIES N V
49,698$6.2B1.34%
16
CONNECTICUT WTR SVC INC
108,595$6.1B1.33%
17
ENERGEN CORP
125,041$6.0B1.31%
18
NORTHWEST NAT GAS CO
92,953$6.0B1.31%
19
HONHONEYWELL INTL INC
51,649$6.0B1.31%
20
JNJJOHNSON & JOHNSON
49,076$6.0B1.29%
21
NJRNEW JERSEY RES
153,079$5.9B1.28%
22
CPKCHESAPEAKE UTILS CORP
85,407$5.7B1.23%
23
XOMEXXON MOBIL CORP
59,774$5.6B1.22%
24
CUI GLOBAL INC
1,087,692$5.5B1.19%
25
GRAMERCY PPTY TR
588,255$5.4B1.18%
26
SLRCSOLAR CAP LTD
257,750$4.9B1.07%
27
GMGENERAL MTRS CO
168,275$4.8B1.04%
28
MIC2EURMACQUARIE INFRASTRUCTURE COR
61,157$4.5B0.98%
29
EQTEQT CORP
56,171$4.3B0.95%
30
SJIEURSOUTH JERSEY INDS INC
136,995$4.3B0.94%
31
QUESTAR CORP
165,906$4.2B0.92%
32
IVREURINVESCO MORTGAGE CAPITAL INC
285,160$3.9B0.85%
33
TWOTWO HBRS INVT CORP
453,901$3.9B0.84%
34
JPMJPMORGAN CHASE & CO
57,712$3.6B0.78%
35
ANWORTH MORTGAGE ASSET CP
734,920$3.5B0.75%
36
CRESTWOOD EQUITY PARTNERS LP
165,470$3.3B0.73%
37
TGENTECOGEN INC NEW
649,273$3.3B0.72%
38
CWTCALIFORNIA WTR SVC GROUP
87,422$3.1B0.66%
39
AJGGALLAGHER ARTHUR J & CO
60,326$2.9B0.62%
40
GILDGILEAD SCIENCES INC
34,370$2.9B0.62%
41
BACVERIZON COMMUNICATIONS INC
48,525$2.7B0.59%
42
CBS CORP NEW
46,745$2.5B0.55%
43
ACREARES COML REAL ESTATE CORP
204,362$2.5B0.55%
44
MRKMERCK & CO INC
43,409$2.5B0.54%
45
CATCATERPILLAR INC DEL
32,965$2.5B0.54%
46
GOOGALPHABET INC
3,473$2.4B0.52%
47
MTDRMATADOR RES CO
120,246$2.4B0.52%
48
COLONY CAP INC
143,900$2.2B0.48%
49
SOLAR SR CAP LTD
132,021$2.1B0.46%
50
PNCPNC FINL SVCS GROUP INC
26,106$2.1B0.46%
51
GEGENERAL ELECTRIC CO
66,907$2.1B0.46%
52
AWMSKYWORKS SOLUTIONS INC
33,206$2.1B0.46%
53
GOOGLALPHABET INC
2,918$2.1B0.45%
54
HEDJWISDOMTREE TR
39,983$2.0B0.44%
55
MSFTMICROSOFT CORP
39,449$2.0B0.44%
56
QEPQEP RES INC
105,750$1.9B0.41%
57
HRSEURHARRIS CORP DEL
22,248$1.9B0.40%
58
DXJWISDOMTREE TR
47,707$1.9B0.40%
59
CAGCONAGRA FOODS INC
37,156$1.8B0.39%
60
CHMICHERRY HILL MTG INVT CORP
112,831$1.8B0.38%
61
WDCWESTERN DIGITAL CORP
36,995$1.7B0.38%
62
WRKUSDWESTROCK CO
43,247$1.7B0.37%
63
ALLERGAN PLC
7,178$1.7B0.36%
64
ECLECOLAB INC
13,814$1.6B0.36%
65
QRVOQORVO INC
29,275$1.6B0.35%
66
IAUUSDISHARES GOLD TRUST
122,713$1.6B0.34%
67
SJMSMUCKER J M CO
10,191$1.6B0.34%
68
STNGSCORPIO TANKERS INC
355,035$1.5B0.32%
69
PFEPFIZER INC
42,029$1.5B0.32%
70
HXLHEXCEL CORP NEW
35,285$1.5B0.32%
71
VOYAVOYA FINL INC
58,405$1.4B0.31%
72
UNPUNION PAC CORP
16,175$1.4B0.31%
73
IEFISHARES TR
12,452$1.4B0.31%
74
PGPROCTER & GAMBLE CO
16,575$1.4B0.31%
75
VISNCOMMSCOPE HLDG CO INC
43,953$1.4B0.30%
76
VCRVANGUARD WORLD FDS
10,895$1.3B0.29%
77
EDCONSOLIDATED EDISON INC
16,117$1.3B0.28%
78
LIQTECH INTL INC
2,143,859$1.3B0.28%
79
EXPRESS SCRIPTS HLDG CO
16,827$1.3B0.28%
80
VFCV F CORP
20,633$1.3B0.28%
81
AETNA INC NEW
10,310$1.3B0.27%
82
WEST CORP
61,963$1.2B0.26%
83
LIBERTY INTERACTIVE CORP
47,773$1.2B0.26%
84
CVXCHEVRON CORP NEW
10,962$1.1B0.25%
85
ABBVABBVIE INC
17,912$1.1B0.24%
86
YORWYORK WTR CO
33,925$1.1B0.24%
87
TWITITAN INTL INC ILL
175,355$1.1B0.24%
88
WYNEURWYNDHAM WORLDWIDE CORP
15,150$1.1B0.23%
89
VMBSVANGUARD SCOTTSDALE FDS
19,525$1.1B0.23%
90
AQUA AMERICA INC
29,368$1.0B0.23%
91
TLTISHARES TR
7,485$1.0B0.23%
92
WBAWALGREENS BOOTS ALLIANCE INC
12,194$1.0B0.22%
93
LQDISHARES TR
8,210$1.0B0.22%
94
ENTERCOM COMMUNICATIONS CORP
73,733$1.0B0.22%
95
MBBISHARES TR
8,897$978.0M0.21%
96
LOWLOWES COS INC
12,021$952.0M0.21%
97
AMGNAMGEN INC
5,775$879.0M0.19%
98
AGOASSURED GUARANTY LTD
32,155$816.0M0.18%
99
ATVIEURACTIVISION BLIZZARD INC
20,110$797.0M0.17%
100
CVSCVS HEALTH CORP
7,898$756.0M0.16%
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