L & S Advisors Inc Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$670.5B

Holdings

306

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (306 positions)

#StockSharesValue% PortfolioType
201
BABAALIBABA GROUP
3,149$679.0M0.10%
202
US TREASURY
675,000$676.0M0.10%
203
MAGNACHIP
670,000$667.0M0.10%
204
ENSTAR GROUP LTD
4,282$654.0M0.10%
205
US TREASURY
625,000$641.0M0.10%
206
VOVANGUARD MID-CAP ETF
3,904$640.0M0.10%
207
USBUS BANCORP
16,925$623.0M0.09%
208
APX GROUP
675,000$621.0M0.09%
209
SIGNET UK FINANCE
885,000$618.0M0.09%
210
ANTERO RES CORP
850,000$612.0M0.09%
211
NEW HOME CO
650,000$604.0M0.09%
212
EFAISHARES MSCI EAFE ETF
9,842$599.0M0.09%
213
MWTIXMETROPOLITAN WEST TR
51,326$591.0M0.09%
214
PBF LOGISTICS LP
615,000$586.0M0.09%
215
VISTA OUTDOOR
585,000$573.0M0.09%
216
TPC
595,000$567.0M0.08%
217
DONNELLEY FINL SOLUTIONS
570,000$561.0M0.08%
218
DISH NETWORK
555,000$552.0M0.08%
219
TRANSDIGM INC
560,000$538.0M0.08%
220
MAMASTERCARD
1,818$538.0M0.08%
221
GS DYN MUNI INCOME FD
33,434$536.0M0.08%
222
MAGELLAN HEALTH INC
505,000$510.0M0.08%
223
SBUXSTARBUCKS CORP
6,927$510.0M0.08%
224
CA CMNTYS DEV AUTH REV
500,000$503.0M0.08%
225
CASTAIC LAKE WTR AGY CA
500,000$502.0M0.07%
226
LOWLOWES COMPANIES
3,626$490.0M0.07%
227
EZCORP INC
615,000$477.0M0.07%
228
ICAHN ENTERPRISES
475,000$476.0M0.07%
229
BLKBLACKROCK INC
856$466.0M0.07%
230
VUGVANGUARD GROWTH ETF
2,307$466.0M0.07%
231
CALPINE CORP
445,000$444.0M0.07%
232
TITAN INTERNATIONAL
685,000$432.0M0.06%
233
CNRCANADIAN NATIONAL RR
4,869$431.0M0.06%
234
EATON VANCE HIGH INCOME
104,855$429.0M0.06%
235
INDYISHARES TR INDIA 50 ETF
13,860$428.0M0.06%
236
COEUR MINING
450,000$427.0M0.06%
237
WEEKLY HOMES LLC
415,000$413.0M0.06%
238
LAREDO PETROLEUM
595,000$411.0M0.06%
239
AMERICAN AXLE & MFG
403,000$408.0M0.06%
240
LA CA UNI SCH DIST
400,000$402.0M0.06%
241
CVXCHEVRON CORPORATION
4,487$400.0M0.06%
242
AXPAMERICAN EXPRESS
4,162$396.0M0.06%
243
KEYENCE CORP ORD F
924$386.0M0.06%
244
FXIISHARES CHINA LARGE CAP
9,426$374.0M0.06%
245
INTL GAME TECHNOLOGY
379,000$358.0M0.05%
246
XLFISPDR CONSUMER DISCRE
2,799$357.0M0.05%
247
GROUP 1 AUTOMOTIVE
355,000$353.0M0.05%
248
EDGEWOOD GROWTH RETAIL
8,330$351.0M0.05%
249
NAVIENT CORPORATION
350,000$344.0M0.05%
250
DONNELLEY RR & SONS
350,000$339.0M0.05%
251
AMGNAMGEN INC
1,435$338.0M0.05%
252
CONSUMER STAPLES SPDR
5,701$334.0M0.05%
253
SESI LLC
805,000$306.0M0.05%
254
BRK/BBERKSHIRE HATHAWAY B
1,677$299.0M0.04%
255
GVIPGOLDMAN SACHS HEDGE ETF
4,495$296.0M0.04%
256
FIRST HORIZON NATL CORP
285,000$294.0M0.04%
257
CYDYCYTODYN INC
50,700$288.0M0.04%
258
ITWILLINOIS TOOL WORKS
1,618$283.0M0.04%
259
CA INC
275,000$281.0M0.04%
260
UNIVERSITY CALIF REVS
275,000$276.0M0.04%
261
JABIL INC
255,000$271.0M0.04%
262
IWNISH RUSSELL 2000 VALUE
2,780$271.0M0.04%
263
VICTORY SYCAMORE VAL I
7,977$270.0M0.04%
264
CALPINE
260,000$263.0M0.04%
265
GLDSPDR GOLD SHARES ETF
1,492$250.0M0.04%
266
OASIS PETROLEUM
1,410,000$247.0M0.04%
267
8LP1LAREDO PETROLEUM INC
17,500$243.0M0.04%
268
RR DONNELLEY & SONS
265,000$242.0M0.04%
269
MARRIOTT INTERNATIONAL
235,000$235.0M0.04%
270
CA HEALTH FACILITIES FINAN
225,000$234.0M0.03%
271
VMWARE INC
225,000$233.0M0.03%
272
CAPITAL ONE FINANCIAL
225,000$230.0M0.03%
273
BRIGGS & STRATTON
720,000$229.0M0.03%
274
PITNEY BOWES
309,000$229.0M0.03%
275
UNIVERSITY CALIF REVS
225,000$226.0M0.03%
276
ARGXARGENX SE ADR
1,000$225.0M0.03%
277
CONSTELLATION BRANDS
210,000$215.0M0.03%
278
WHIRLPOOL CORP
200,000$215.0M0.03%
279
IEUSISHARES EUR SMALL CAP ETF
4,572$215.0M0.03%
280
BARCLAYS PLC
205,000$213.0M0.03%
281
PLUM CREEK TIMBERLANDS
200,000$211.0M0.03%
282
STTHEALTH CARE SELECT ETF
2,092$209.0M0.03%
283
ARROW ELECTRONICS INC
200,000$205.0M0.03%
284
CRED SUIS GP FUND
200,000$205.0M0.03%
285
ACTIVISION BLIZZARD
200,000$204.0M0.03%
286
XILINX INC
200,000$203.0M0.03%
287
ANALOG DEVICES INC
200,000$203.0M0.03%
288
T ROWE PRICE HIGH YIELD
32,790$203.0M0.03%
289
VWOVNGRD EMERGING MKTS
5,110$202.0M0.03%
290
LA CA UNI SCH DIST
200,000$201.0M0.03%
291
PERRIGO FINANCE PLC
200,000$200.0M0.03%
292
NCR CORPORATION
200,000$200.0M0.03%
293
CHEMOURS CO
200,000$192.0M0.03%
294
TAILORED BRANDS
1,105,000$166.0M0.02%
295
FCNTXFIDELITY CONTRAFUND
10,438$156.0M0.02%
296
ARANTERO RESOURCES CORP
60,000$152.0M0.02%
297
FTS INTERNATIONAL
475,000$152.0M0.02%
298
CLFCLEVELAND CLIFFS INC
25,000$138.0M0.02%
299
TG7TRIUMPH GROUP INC
15,000$135.0M0.02%
300
AIA GROUP LTD ORDF
13,449$125.0M0.02%
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