Artemis Investment Management LLP Q3 2017 Filing
Filed October 31, 2017
Portfolio Value
$4.9B
Holdings
214
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
LDOSLEIDOS HLDGS INC | $13.0M |
PEPPEPSICO INC | $12.9M |
WFCWELLS FARGO & CO NEW | $12.8M |
LEALEAR CORP | $12.6M |
CMCSACOMCAST CORP NEW | $12.0M |
CTXSEURCITRIX SYS INC | $11.5M |
JNJJOHNSON & JOHNSON | $11.5M |
WBC1EURWABCO HLDGS INC | $11.4M |
SEESEALED AIR CORP NEW | $11.2M |
ATVIEURACTIVISION BLIZZARD INC | $11.1M |
INTUINTUIT | $11.0M |
APOAPOLLO GLOBAL MGMT LLC | $10.9M |
BKRBAKER HUGHES INC | $10.7M |
BMYBRISTOL MYERS SQUIBB CO | $10.6M |
CDWCDW CORP | $10.6M |
CBOECBOE HLDGS INC | $10.4M |
—OCH ZIFF CAP MGMT GROUP | $10.4M |
MCDMCDONALDS CORP | $10.4M |
BFHALLIANCE DATA SYSTEMS CORP | $10.2M |
UNMUNUM GROUP | $9.9M |
THOTHOR INDS INC | $9.9M |
PINCPREMIER INC | $9.8M |
JNPJUNIPER NETWORKS INC | $9.7M |
PXDEURPIONEER NAT RES CO | $9.7M |
ANETEURARISTA NETWORKS INC | $9.6M |
—FORTRESS INVESTMENT GROUP LL | $9.5M |
LNCLINCOLN NATL CORP IND | $9.4M |
DISDISNEY WALT CO | $9.4M |
FANGDIAMONDBACK ENERGY INC | $9.3M |
NTAPNETAPP INC | $9.2M |
OCOWENS CORNING NEW | $9.1M |
KBHKB HOME | $9.0M |
HEIHEICO CORP NEW | $9.0M |
W3UWESTERN UN CO | $9.0M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $8.7M |
PKGPACKAGING CORP AMER | $8.7M |
PVHPVH CORP | $8.5M |
WWEUSDWORLD WRESTLING ENTMT INC | $8.3M |
DKSDICKS SPORTING GOODS INC | $8.3M |
SRCLSTERICYCLE INC | $8.3M |
EWBCEAST WEST BANCORP INC | $8.2M |
AEISADVANCED ENERGY INDS | $8.1M |
ISRGINTUITIVE SURGICAL INC | $8.0M |
SYU1SYNOVUS FINL CORP | $7.8M |
XIFRNEXTERA ENERGY PARTNERS LP | $7.7M |
EBAEBAY INC | $7.3M |
VSMEURVERSUM MATLS INC | $7.2M |
TMHCTAYLOR MORRISON HOME CORP | $7.1M |
SYNASYNAPTICS INC | $7.1M |
MXIMMAXIM INTEGRATED PRODS INC | $6.9M |
—LEUCADIA NATL CORP | $6.8M |
MCKMCKESSON CORP | $6.8M |
—K2M GROUP HLDGS INC | $6.7M |
—LIBERTY INTERACTIVE CORP | $6.6M |
ABMDEURABIOMED INC | $6.5M |
RTN1USDRAYTHEON CO | $6.4M |
WSOWATSCO INC | $6.4M |
—TIME INC NEW | $6.3M |
STTSTATE STR CORP | $6.3M |
LMTLOCKHEED MARTIN CORP | $6.3M |
BBYBEST BUY INC | $5.9M |
CZREURCAESARS ENTMT CORP | $5.9M |
NVROEURNEVRO CORP | $5.7M |
VSTVISTRA ENERGY CORP | $5.7M |
WCGEURWELLCARE HEALTH PLANS INC | $5.7M |
—ANDEAVOR | $5.5M |
GILDGILEAD SCIENCES INC | $5.3M |
VLOVALERO ENERGY CORP NEW | $5.1M |
COSCNO FINL GROUP INC | $5.0M |
MDLZMONDELEZ INTL INC | $4.9M |
GSGOLDMAN SACHS GROUP INC | $4.8M |
URIUNITED RENTALS INC | $4.7M |
SUISUN CMNTYS INC | $4.5M |
—MYLAN N V | $4.4M |
RGAREINSURANCE GROUP AMER INC | $4.4M |
MRCYMERCURY SYS INC | $4.2M |
LWLAMB WESTON HLDGS INC | $4.1M |
ETRAE TRADE FINANCIAL CORP | $3.9M |
DVADAVITA INC | $3.7M |
—OAKTREE CAP GROUP LLC | $3.4M |
RGLDROYAL GOLD INC | $3.2M |
REXRREXFORD INDL RLTY INC | $3.1M |
RESRPC INC | $3.0M |
CTLTEURCATALENT INC | $2.7M |
MTDRMATADOR RES CO | $2.7M |
CIMCHIMERA INVT CORP | $2.6M |
SIVBEURSVB FINL GROUP | $2.6M |
VOYAVOYA FINL INC | $2.4M |
VYXNCR CORP NEW | $2.4M |
—IMPERVA INC | $2.4M |
—ACCELERATE DIAGNOSTICS INC | $2.2M |
WOOFOOT LOCKER INC | $2.1M |
APCANADARKO PETE CORP | $2.1M |
COPCONOCOPHILLIPS | $2.0M |
MLB1MERCADOLIBRE INC | $1.7M |
COTYCOTY INC | $1.7M |
XOMEXXON MOBIL CORP | $1.5M |
CLRUSDCONTINENTAL RESOURCES INC | $1.2M |
—NEWFIELD EXPL CO | $1.1M |
EOGEOG RES INC | $1.1M |