1832 Asset Management L.P. Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$42.8B

Holdings

692

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (692 positions)

StockValue
CHRWC H ROBINSON WORLDWIDE INC
$43.2M
FISVFISERV INC
$43.0M
JBLJABIL INC
$43.0M
VLOVALERO ENERGY CORP
$42.8M
APHAMPHENOL CORP NEW
$42.0M
4I1PHILIP MORRIS INTL INC
$41.7M
SIL1EURSILVERCREST METALS INC
$41.6M
DEDEERE & CO
$40.0M
ECLECOLAB INC
$39.8M
TFCTRUIST FINL CORP
$39.4M
FUNCEDAR FAIR L P
$39.0M
CARRCARRIER GLOBAL CORPORATION
$38.7M
AOSSMITH A O CORP
$38.4M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$38.0M
FDXFEDEX CORP
$37.9M
TRMBTRIMBLE INC
$37.3M
QCLNFIRST TR EXCHANGE-TRADED FD
$37.0M
FRCBFIRST REP BK SAN FRANCISCO C
$36.9M
BMYBRISTOL-MYERS SQUIBB CO
$36.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$36.4M
CGNXCOGNEX CORP
$36.2M
SKAASKECHERS U S A INC
$36.0M
METMETLIFE INC
$36.0M
LHXL3HARRIS TECHNOLOGIES INC
$35.9M
ZBHZIMMER BIOMET HOLDINGS INC
$35.2M
CSXCSX CORP
$35.0M
MCOMOODYS CORP
$34.9M
UBERUBER TECHNOLOGIES INC
$34.7M
TSNTYSON FOODS INC
$34.4M
ROPROPER TECHNOLOGIES INC
$34.4M
IJHISHARES TR
$34.2M
GNRCGENERAC HLDGS INC
$34.2M
NXPINXP SEMICONDUCTORS N V
$33.2M
ORANYORANGE
$33.0M
TMUST-MOBILE US INC
$32.9M
MKSIMKS INSTRS INC
$32.6M
SCCOSOUTHERN COPPER CORP
$31.8M
CNCCENTENE CORP DEL
$31.8M
CCOCAMECO CORP
$30.0M
INGING GROEP N.V.
$30.0M
RCLROYAL CARIBBEAN GROUP
$30.0M
DSGDESCARTES SYS GROUP INC
$29.9M
BEPBROOKFIELD RENEWABLE PARTNER
$29.6M
LINLINDE PLC
$29.3M
GDXVANECK VECTORS ETF TR
$29.0M
CVSCVS HEALTH CORP
$28.6M
AVBAVALONBAY CMNTYS INC
$28.4M
DLTRDOLLAR TREE INC
$28.4M
INTUINTUIT
$28.1M
EMBISHARES TR
$28.1M
WFCWELLS FARGO CO NEW
$27.9M
TECK/BTECK RESOURCES LTD
$27.8M
ALLEALLEGION PLC
$27.3M
APOEURAPOLLO GLOBAL MGMT INC
$26.9M
BLKCHFBLACKROCK INC
$26.7M
BRBROADRIDGE FINL SOLUTIONS IN
$26.7M
AWNADVANCE AUTO PARTS INC
$26.6M
PENNPENN NATL GAMING INC
$26.6M
HEXO CORP
$26.0M
DALDELTA AIR LINES INC DEL
$26.0M
MGAMAGNA INTL INC
$25.9M
LSPDEURLIGHTSPEED POS INC
$25.8M
ATVIEURACTIVISION BLIZZARD INC
$25.7M
LECOLINCOLN ELEC HLDGS INC
$24.8M
BSXBOSTON SCIENTIFIC CORP
$24.3M
GPNGLOBAL PMTS INC
$24.0M
AXTAAXALTA COATING SYS LTD
$23.9M
GQ9SPDR GOLD TR
$23.0M
NMI1EURKIRKLAND LAKE GOLD LTD
$23.0M
GEGENERAL ELECTRIC CO
$23.0M
MGMMGM RESORTS INTERNATIONAL
$22.0M
CCLCARNIVAL CORP
$22.0M
UALUNITED AIRLS HLDGS INC
$22.0M
COLDAMERICOLD RLTY TR
$21.0M
HYGISHARES TR
$21.0M
NUENUCOR CORP
$21.0M
WBKWESTPAC BANKING CORP
$21.0M
PLDPROLOGIS INC.
$20.9M
HRCHILL ROM HLDGS INC
$20.3M
SPGIS&P GLOBAL INC
$20.1M
BPBP PLC
$20.0M
BHPBHP GROUP LTD
$20.0M
HAINHAIN CELESTIAL GROUP INC
$19.7M
PSAPUBLIC STORAGE
$19.7M
ULUNILEVER PLC
$19.7M
CCEPCOCA COLA EUROPEAN PARTNERS
$19.6M
CHECHEMED CORP NEW
$19.5M
CUBECUBESMART
$19.3M
CPTCAMDEN PPTY TR
$19.1M
CCKCROWN HLDGS INC
$19.0M
TASTUSDCARROLS RESTAURANT GROUP INC
$19.0M
QCOMQUALCOMM INC
$18.8M
OSBCADNORBORD INC
$18.7M
AZNASTRAZENECA PLC
$18.6M
ICEINTERCONTINENTAL EXCHANGE IN
$18.1M
WELLWELLTOWER INC
$17.6M
CSGPCOSTAR GROUP INC
$17.2M
LLYLILLY ELI & CO
$17.1M
PCARPACCAR INC
$17.0M
WYNNWYNN RESORTS LTD
$17.0M
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