Artemis Investment Management LLP Q4 2016 Filing

Filed February 2, 2017

Portfolio Value

$3.7B

Holdings

217

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (217 positions)

StockValue
MSFTMICROSOFT CORP
$275.6M
GMGENERAL MTRS CO
$181.8M
WDCWESTERN DIGITAL CORP
$135.7M
ZIONZIONS BANCORPORATION
$132.5M
METMETLIFE INC
$121.8M
TRVCCITIGROUP INC
$111.8M
SYFSYNCHRONY FINL
$104.3M
GLWCORNING INC
$86.7M
KKR & CO L P DEL
$74.7M
BACBANK AMER CORP
$72.4M
AAPLAPPLE INC
$69.7M
HESHESS CORP
$65.0M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$51.6M
DOVDOVER CORP
$50.2M
AMZNAMAZON COM INC
$49.9M
LVSLAS VEGAS SANDS CORP
$49.8M
JPMJPMORGAN CHASE & CO
$45.7M
ZTSZOETIS INC
$44.9M
SAVESPIRIT AIRLS INC
$40.9M
TWXCHFTIME WARNER INC
$39.5M
UNHUNITEDHEALTH GROUP INC
$38.6M
INTCINTEL CORP
$33.5M
GEGGEO GROUP INC NEW
$31.8M
BXUSDBLACKSTONE GROUP L P
$31.5M
RSRELIANCE STEEL & ALUMINUM CO
$31.4M
SWIFT TRANSN CO
$31.1M
ABBVABBVIE INC
$30.9M
MAMASTERCARD INC
$29.6M
HDHOME DEPOT INC
$29.2M
CFGCITIZENS FINL GROUP INC
$28.8M
CGCARLYLE GROUP L P
$28.6M
LIBERTY EXPEDIA HOLDINGS
$27.9M
PXDEURPIONEER NAT RES CO
$27.9M
CITCINTAS CORP
$27.5M
PFEPFIZER INC
$26.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$26.2M
FITBFIFTH THIRD BANCORP
$24.8M
OUTOUTFRONT MEDIA INC
$24.5M
DISDISNEY WALT CO
$24.1M
FT2FIRST HORIZON NATL CORP
$22.9M
KLACKLA-TENCOR CORP
$21.9M
BKRBAKER HUGHES INC
$21.0M
ARMKARAMARK
$20.5M
GOOGLALPHABET INC
$18.8M
IMPERVA INC
$18.0M
LEALEAR CORP
$17.9M
AMGNAMGEN INC
$17.8M
LRCXEURLAM RESEARCH CORP
$17.7M
FANGDIAMONDBACK ENERGY INC
$17.5M
SCHWSCHWAB CHARLES CORP NEW
$16.8M
7SUSUMMIT MATLS INC
$16.7M
EAELECTRONIC ARTS INC
$16.4M
BSXBOSTON SCIENTIFIC CORP
$15.3M
SNASNAP ON INC
$15.1M
WFCWELLS FARGO & CO NEW
$15.0M
MOALTRIA GROUP INC
$15.0M
SLG2EURSL GREEN RLTY CORP
$14.8M
USBUS BANCORP DEL
$14.8M
LDOSLEIDOS HLDGS INC
$14.7M
TMUST MOBILE US INC
$14.7M
CECELANESE CORP DEL
$14.7M
JNJJOHNSON & JOHNSON
$14.6M
AMATAPPLIED MATLS INC
$14.5M
CMCSACOMCAST CORP NEW
$14.5M
LMTLOCKHEED MARTIN CORP
$14.3M
OXYOCCIDENTAL PETE CORP DEL
$14.2M
LBEURL BRANDS INC
$14.2M
FFIVF5 NETWORKS INC
$14.0M
STTSTATE STR CORP
$13.9M
NKENIKE INC
$13.7M
TMOTHERMO FISHER SCIENTIFIC INC
$13.1M
ZBHZIMMER BIOMET HLDGS INC
$13.0M
EOGEOG RES INC
$13.0M
CSXCSX CORP
$12.9M
CMACOMERICA INC
$12.7M
LAMRLAMAR ADVERTISING CO NEW
$12.4M
BKNGPRICELINE GRP INC
$12.2M
RTN1USDRAYTHEON CO
$11.9M
ATVIEURACTIVISION BLIZZARD INC
$11.9M
LTXBUSDLEGACY TEX FINL GROUP INC
$11.8M
PG4PRINCIPAL FINL GROUP INC
$11.7M
GREAT WESTN BANCORP INC COM
$11.6M
BIIBBIOGEN INC
$11.6M
NSCNORFOLK SOUTHERN CORP
$11.6M
RFREGIONS FINL CORP NEW
$11.5M
EFXEQUIFAX INC
$11.3M
SYNASYNAPTICS INC
$11.3M
QEPQEP RES INC
$11.1M
WWEUSDWORLD WRESTLING ENTMT INC
$10.7M
PLXSPLEXUS CORP
$10.7M
HBANHUNTINGTON BANCSHARES INC
$10.6M
RRRRED ROCK RESORTS INC
$10.6M
PINCPREMIER INC
$10.3M
PEPPEPSICO INC
$10.3M
QUINTILES IMS HOLDINGS INC
$10.0M
CPSCOOPER STD HLDGS INC
$10.0M
QCOMQUALCOMM INC
$9.7M
WBAWALGREENS BOOTS ALLIANCE INC
$9.4M
RESRPC INC
$9.3M
CCKCROWN HOLDINGS INC
$9.3M
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