BAMCO INC /NY/ Q1 2017 Filing

Filed May 15, 2017

Portfolio Value

$18.9T

Holdings

323

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (323 positions)

#StockSharesValue% PortfolioType
101
LSXMKUSDLIBERTY MEDIA CORP DELAWARE
1,200,000$46.5B0.25%
102
FASTFASTENAL CO
885,673$45.6B0.24%
103
BAHBOOZ ALLEN HAMILTON HLDG COR
1,256,932$44.5B0.24%
104
AMTAMERICAN TOWER CORP
365,963$44.5B0.24%
105
MRCYMERCURY SYS INC
1,117,000$43.6B0.23%
106
HDHOME DEPOT INC
295,506$43.4B0.23%
107
BIDUNBAIDU INC
250,036$43.1B0.23%
108
IEXIDEX CORP
454,928$42.5B0.23%
109
LIBERTY EXPEDIA HOLDINGS
922,000$41.9B0.22%
110
WABWABTEC CORP
534,184$41.7B0.22%
111
RBCRBC BEARINGS INC
425,000$41.3B0.22%
112
CANTEL MEDICAL CORP
500,000$40.0B0.21%
113
EXPEEXPEDIA INC DEL
316,916$40.0B0.21%
114
PFGCPERFORMANCE FOOD GROUP CO
1,676,350$39.9B0.21%
115
BERYEURBERRY PLASTICS GROUP INC
800,000$38.9B0.21%
116
AATAMERICAN ASSETS TRUST INC
923,500$38.6B0.20%
117
SMART & FINAL STORES INC
3,178,771$38.5B0.20%
118
VALERO ENERGY PARTNERS LP
792,100$38.0B0.20%
119
SPECTRANETICS CORP
1,301,500$37.9B0.20%
120
CWHCAMPING WORLD HLDGS INC
1,100,000$35.5B0.19%
121
SQMSOCIEDAD QUIMICA MINERA DE C
1,018,277$35.0B0.19%
122
MIC2EURMACQUARIE INFRASTRUCTURE COR
429,412$34.6B0.18%
123
INC RESH HLDGS INC
750,000$34.4B0.18%
124
PRTY1EURPARTY CITY HOLDCO INC
2,371,000$33.3B0.18%
125
NIELSEN HOLDINGS PLC
787,323$32.5B0.17%
126
FLOTEK INDUSTRIES INC DEL
2,523,852$32.3B0.17%
127
FMXFOMENTO ECONOMICO MEXICANO S
360,814$31.9B0.17%
128
CAKECHEESECAKE FACTORY INC
500,000$31.7B0.17%
129
KMXCARMAX INC
534,830$31.7B0.17%
130
CAPITOL ACQUISITION CORP III
3,000,000$31.6B0.17%
131
CLUBCORP HLDGS INC
1,960,309$31.5B0.17%
132
GKOSGLAUKOS CORP
610,227$31.3B0.17%
133
NDSNNORDSON CORP
250,000$30.7B0.16%
134
BSACBANCO SANTANDER CHILE
1,171,398$29.4B0.16%
135
NEOGNEOGEN CORP
444,596$29.1B0.15%
136
VMCVULCAN MATLS CO
236,286$28.5B0.15%
137
MGM GROWTH PPTYS LLC
1,042,632$28.2B0.15%
138
HLTHILTON WORLDWIDE HLDGS INC
480,261$28.1B0.15%
139
NBISYANDEX N V
1,262,516$27.7B0.15%
140
MFS1EURWELBILT INC
1,400,000$27.5B0.15%
141
QLYSQUALYS INC
721,600$27.3B0.14%
142
WINGWINGSTOP INC
967,000$27.3B0.14%
143
MOBILEYE N V AMSTELVEEN
443,648$27.2B0.14%
144
BAMBROOKFIELD ASSET MGMT INC
725,408$26.4B0.14%
145
TIFEURTIFFANY & CO NEW
277,144$26.4B0.14%
146
JBTJOHN BEAN TECHNOLOGIES CORP
300,000$26.4B0.14%
147
CXOEURCONCHO RES INC
205,498$26.4B0.14%
148
SHWSHERWIN WILLIAMS CO
84,167$26.1B0.14%
149
ZZILLOW GROUP INC
771,207$26.0B0.14%
150
DIGITALGLOBE INC
791,800$25.9B0.14%
151
LBRDKLIBERTY BROADBAND CORP
300,000$25.9B0.14%
152
FWONALIBERTY MEDIA CORP DELAWARE
750,000$25.6B0.14%
153
WYNEURWYNDHAM WORLDWIDE CORP
289,740$24.4B0.13%
154
MLMMARTIN MARIETTA MATLS INC
111,488$24.3B0.13%
155
MSGNMSG NETWORK INC
1,000,000$23.4B0.12%
156
ROLROLLINS INC
624,901$23.2B0.12%
157
TFXTELEFLEX INC
116,762$22.6B0.12%
158
MARMARRIOTT INTL INC
239,855$22.6B0.12%
159
ESNTESSENT GROUP LTD
597,174$21.6B0.11%
160
TSAACI WORLDWIDE INC
1,000,000$21.4B0.11%
161
TTDTHE TRADE DESK INC
567,711$21.1B0.11%
162
GOOGALPHABET INC
25,336$21.0B0.11%
163
CHEFCHEFS WAREHOUSE INC
1,500,000$20.9B0.11%
164
1RGREV GROUP INC
750,000$20.7B0.11%
165
BJRIBJS RESTAURANTS INC
500,000$20.2B0.11%
166
UHSUNIVERSAL HEALTH SVCS INC
156,224$19.4B0.10%
167
TROWPRICE T ROWE GROUP INC
275,314$18.8B0.10%
168
BITAUTO HLDGS LTD
732,388$18.8B0.10%
169
METAFACEBOOK INC.
130,430$18.5B0.10%
170
MASMASCO CORP
526,908$17.9B0.09%
171
ZOES KITCHEN INC
948,569$17.5B0.09%
172
AOSSMITH A O
341,578$17.5B0.09%
173
PBF LOGISTICS LP
800,000$17.2B0.09%
174
VVISA INC
191,635$17.0B0.09%
175
SPGSIMON PROPERTY GROUP INC NEW
97,351$16.7B0.09%
176
CBOECBOE HLDGS INC
202,702$16.4B0.09%
177
INVHINVITATION HOMES INC
730,297$15.9B0.08%
178
TSCOTRACTOR SUPPLY CO
230,212$15.9B0.08%
179
AU3EURANGLOGOLD ASHANTI LTD
1,460,835$15.7B0.08%
180
BYDBOYD GAMING CORP
710,837$15.6B0.08%
181
CDKCDK GLOBAL INC
240,551$15.6B0.08%
182
MAMASTERCARD INC
132,299$14.9B0.08%
183
PLDPROLOGIS INC
284,897$14.8B0.08%
184
AWNADVANCE AUTO PARTS INC
97,745$14.5B0.08%
185
RCLROYAL CARIBBEAN CRUISES LTD
145,144$14.2B0.08%
186
DDOMINION MIDSTREAM PARTNERS
445,000$14.2B0.08%
187
EQREQUITY RESIDENTIAL
221,335$13.8B0.07%
188
HGVHILTON GRAND VACATIONS INC
454,328$13.0B0.07%
189
SINA CORP
180,030$13.0B0.07%
190
PKPARK HOTELS RESORTS INC
503,510$12.9B0.07%
191
BWXTBWX TECHNOLOGIES INC
269,421$12.8B0.07%
192
SSLSASOL LTD
412,971$12.1B0.06%
193
STNGSCORPIO TANKERS INC
2,701,804$12.0B0.06%
194
TOLTOLL BROTHERS INC
326,925$11.8B0.06%
195
WBC1EURWABCO HLDGS INC
99,952$11.7B0.06%
196
VNOVORNADO RLTY TR
114,098$11.4B0.06%
197
ACCUSDAMERICAN CAMPUS CMNTYS INC
237,841$11.3B0.06%
198
TERRAFORM GLOBAL INC
2,332,986$11.2B0.06%
199
REXRREXFORD INDL RLTY INC
484,440$10.9B0.06%
200
SLG2EURSL GREEN RLTY CORP
100,000$10.7B0.06%
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