Artemis Investment Management LLP Q1 2016 Filing

Filed May 11, 2016

Portfolio Value

$4.0B

Holdings

231

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (231 positions)

StockValue
LMTLOCKHEED MARTIN CORP
$348.2M
PFEPFIZER INC
$247.3M
AAPLAPPLE INC
$176.7M
COFCAPITAL ONE FINL CORP
$132.0M
ABBVABBVIE INC
$114.8M
GMGENERAL MTRS CO
$89.5M
RRYDER SYS INC
$88.8M
METMETLIFE INC
$78.9M
JCIJOHNSON CTLS INC
$77.6M
HDHOME DEPOT INC
$75.4M
GEGENERAL ELECTRIC CO
$68.3M
OUTOUTFRONT MEDIA INC
$62.4M
BAHBOOZ ALLEN HAMILTON HLDG COR
$61.9M
OXYOCCIDENTAL PETE CORP DEL
$61.8M
SESPECTRA ENERGY PARTNERS LP
$61.2M
GOOGALPHABET INC
$56.5M
LVSLAS VEGAS SANDS CORP
$52.0M
RAIREYNOLDS AMERICAN INC
$51.4M
NOCNORTHROP GRUMMAN CORP
$50.1M
ZTSZOETIS INC
$46.6M
MSFTMICROSOFT CORP
$44.3M
MOALTRIA GROUP INC
$44.3M
KKR & CO L P DEL
$44.2M
GILDGILEAD SCIENCES INC
$39.7M
JNJJOHNSON & JOHNSON
$38.8M
INTERSIL CORP
$38.2M
TWXCHFTIME WARNER INC
$36.4M
SYFSYNCHRONY FINL
$32.0M
JPMJPMORGAN CHASE & CO
$31.8M
GSGOLDMAN SACHS GROUP INC
$30.4M
HIIHUNTINGTON INGALLS INDS INC
$29.3M
AMZNAMAZON COM INC
$29.1M
METAFACEBOOK INC
$28.7M
PGPROCTER & GAMBLE CO
$27.9M
AMGNAMGEN INC
$27.5M
CMECME GROUP INC
$27.4M
BXUSDBLACKSTONE GROUP L P
$27.0M
MAMASTERCARD INC
$26.9M
FDO.FMACYS INC
$24.2M
DISDISNEY WALT CO
$23.5M
SAVESPIRIT AIRLS INC
$22.8M
CAHCARDINAL HEALTH INC
$21.5M
CGCARLYLE GROUP L P
$20.3M
CCKCROWN HOLDINGS INC
$20.3M
LEALEAR CORP
$19.8M
ATVIEURACTIVISION BLIZZARD INC
$19.8M
FFORD MTR CO DEL
$18.7M
TIME WARNER INC
$18.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$18.2M
GOOGLALPHABET INC
$17.9M
ELLAUDER ESTEE COS INC
$17.9M
EPCEDGEWELL PERS CARE CO
$17.5M
ALKALASKA AIR GROUP INC
$17.3M
BSXBOSTON SCIENTIFIC CORP
$16.9M
BBTBERKSHIRE HILLS BANCORP INC
$15.9M
CNCCENTENE CORP DEL
$15.8M
TMOTHERMO FISHER SCIENTIFIC INC
$15.8M
VVISA INC
$15.8M
WOOFOOT LOCKER INC
$15.7M
NEENEXTERA ENERGY INC
$15.6M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$15.1M
SNASNAP ON INC
$15.1M
CLCOLGATE PALMOLIVE CO
$15.0M
MASMASCO CORP
$14.9M
LUVSOUTHWEST AIRLS CO
$14.9M
ABGAMERISOURCEBERGEN CORP
$14.5M
EIXEDISON INTL
$14.3M
AVBAVALONBAY CMNTYS INC
$14.2M
NVRNVR INC
$14.1M
TAT&T INC
$13.7M
DWDMORGAN STANLEY
$13.3M
EAELECTRONIC ARTS INC
$13.2M
UNPUNION PAC CORP COM
$13.1M
GOODRICH PETE CORP
$13.0M
WECWEC ENERGY GROUP INC
$12.9M
NKENIKE INC
$12.8M
PLDPROLOGIS INC
$12.5M
LAMRLAMAR ADVERTISING CO NEW
$12.2M
PHMPULTE GROUP INC
$12.1M
GREAT WESTN BANCORP INC COM
$12.0M
WBAWALGREENS BOOTS ALLIANCE INC
$11.9M
LRCXEURLAM RESEARCH CORP
$11.8M
WATWATERS CORP
$11.8M
MXIMMAXIM INTEGRATED PRODS INC
$11.7M
GTGOODYEAR TIRE & RUBR CO
$11.6M
CECELANESE CORP DEL
$11.5M
ZIONZIONS BANCORPORATION
$11.4M
DYHTARGET CORP
$11.1M
CMCSACOMCAST CORP NEW
$10.9M
VFCV F CORP
$10.8M
BACVERIZON COMMUNICATIONS INC
$10.8M
PINCPREMIER INC
$10.8M
EFXEQUIFAX INC
$10.6M
SCHWSCHWAB CHARLES CORP NEW
$10.5M
ESEVERSOURCE ENERGY
$10.5M
VLOVALERO ENERGY CORP NEW
$10.4M
BKNGPRICELINE GRP INC
$10.3M
PKNPERKINELMER INC
$10.2M
SABRSABRE CORP
$10.1M
JBLUJETBLUE AIRWAYS CORP
$9.7M
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