Impax Asset Management Group plc Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$6.1B

Holdings

263

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (263 positions)

StockValue
LGNDLigand Pharmaceuticals Inc
$11.0M
BLKCHFBlackRock Inc
$10.6M
CLColgate-Palmolive Co
$10.6M
WHWYNDHAM HOTELS &
$10.6M
Parsley Energy Inc
$10.5M
MTZMasTec Inc
$10.5M
DYHTarget Corp
$10.4M
LTXBUSDLEGACYTEXAS FINA
$10.4M
MSEXMiddlesex Water Co
$10.3M
PRUPrudential Financial Inc
$9.9M
RHPRyman Hospitality Properties I
$9.8M
CDNSCadence Design Systems Inc
$9.7M
MMSIMERIT MEDICAL
$9.7M
TMUST-Mobile US Inc
$9.7M
VMCVulcan Materials Co
$9.7M
MCXMcCormick & Co Inc/MD
$9.6M
CatchMark Timber Trust Inc
$9.6M
37MMRC Global Inc
$9.4M
ELANELANCO ANIMAL HE
$9.2M
AQLTiShares Core MSCI EAFE ETF
$9.1M
ARAntero Resources Corp
$9.1M
TRNOTerreno Realty Corp
$8.9M
GRFSGrifols SA
$8.9M
BECNUSDBeacon Roofing Supply Inc
$8.8M
CELGCelgene Corp
$8.7M
PVHPVH Corp
$8.6M
DISCAUSDDiscovery Inc
$8.3M
Wright Medical Group NV
$8.2M
CPBCampbell Soup Co
$7.8M
MAMastercard Inc
$7.7M
CTSHCognizant Technology Solutions
$7.5M
PFGCPerformance Food Group Co
$7.3M
ORBCOMM Inc
$7.2M
SLBSchlumberger Ltd
$6.8M
CRICarter's Inc
$6.7M
CWSTCasella Waste Systems Inc
$6.5M
WSMWilliams-Sonoma Inc
$6.4M
WCCWESCO International Inc
$6.4M
Platform Specialty Products Co
$6.2M
AGGISHARES CORE U.S
$6.2M
EMEEMCOR Group Inc
$6.1M
AMCXAMC NETWORKS-A
$6.0M
FSSFederal Signal Corp
$6.0M
NEMNewmont Mining Corp
$5.8M
KEMET Corp
$5.5M
MEDPMEDPACE HOLDINGS
$5.3M
YELPYELP INC
$5.2M
MIKUSDMichaels Cos Inc/The
$5.2M
TXNTexas Instruments Inc
$5.1M
INTUIntuit Inc
$5.0M
VVVValvoline Inc
$4.9M
EYENATIONAL VISION
$4.9M
ELEstee Lauder Cos Inc/The
$4.8M
CSCOCisco Systems Inc
$4.8M
THRThermon Group Holdings Inc
$4.8M
LSTRLandstar System Inc
$4.8M
IVViShares Core S&P 500 ETF
$4.7M
JNJJohnson & Johnson
$4.7M
PG4Principal Financial Group Inc
$4.7M
VSMEURVersum Materials Inc
$4.6M
TheStreet Inc
$4.6M
BBYBest Buy Co Inc
$4.4M
ULTAUlta Beauty Inc
$4.3M
KELKellogg Co
$4.2M
VIABViacom Inc
$4.2M
KEYKeyCorp
$3.9M
YUSDAlleghany Corp
$3.4M
8CWCROWN CASTLE INT
$3.3M
BACVerizon Communications Inc
$3.2M
CECelanese Corp
$3.1M
PGProcter & Gamble Co/The
$3.1M
Michael Kors Holdings Ltd
$3.1M
COOCooper Cos Inc/The
$3.1M
SRESempra Energy
$3.0M
IQVIQVIA Holdings Inc
$2.8M
HOMEAT HOME GROUP IN
$2.8M
YUMYum! Brands Inc
$2.8M
TPRTapestry Inc
$2.6M
KOCoca-Cola Co/The
$2.6M
Laboratory Corp of America Hol
$2.6M
DOXAmdocs Ltd
$2.5M
LULULululemon Athletica Inc
$2.5M
ZIONZIONS BANCORP NA
$2.4M
WYWeyerhaeuser Co
$2.4M
USFDUS Foods Holding Corp
$2.2M
CTXSEURCitrix Systems Inc
$2.2M
ARMKAramark
$2.2M
ROSTROSS STORES INC
$2.1M
ORCLOracle Corp
$1.9M
ZBRAZEBRA TECH CORP
$1.8M
ABTAbbott Laboratories
$1.7M
MDTMedtronic PLC
$1.7M
FDO.FMacy's Inc
$1.7M
NVTnVent Electric PLC
$1.6M
CXOEURConcho Resources Inc
$1.6M
SCISERVICE CORP INT
$1.6M
LWLamb Weston Holdings Inc
$1.3M
RNRRenaissanceRe Holdings Ltd
$1.3M
EXPDExpeditors International of Wa
$1.3M
ACNAccenture PLC
$1.2M
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