L & S Advisors Inc Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$714.6B

Holdings

317

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (317 positions)

#StockSharesValue% PortfolioType
201
ROPROPER INDS INC
2,150$767.0M0.11%
202
OASIS PETROLEUM
815,000$762.0M0.11%
203
TRANSDIGM INC
735,000$758.0M0.11%
204
BLUEBIRD BIO INC
8,201$753.0M0.11%
205
ADSKAUTODESK INC
4,990$737.0M0.10%
206
SPEEDWAY MOTORSPORTS
715,000$724.0M0.10%
207
DNKNDUNKIN BRANDS GROUP INC
8,975$712.0M0.10%
208
INDYISHARES TR INDIA 50 ETF
18,755$688.0M0.10%
209
ISTAR FINANCIAL INC
665,000$682.0M0.10%
210
SPRINT COMMUNICATIONS
645,000$682.0M0.10%
211
ATLASSIAN CORP
5,334$669.0M0.09%
212
EQIXEQUINIX INC (REIT)
1,129$651.0M0.09%
213
GRIFFON
645,000$650.0M0.09%
214
ALLEGHENY TECH
630,000$643.0M0.09%
215
US TREASURY
638,000$638.0M0.09%
216
PITNEY BOWES
645,000$635.0M0.09%
217
TITAN INTERNATIONAL
795,000$632.0M0.09%
218
CALPINE CORP
595,000$602.0M0.08%
219
FTS INTERNATIONAL
725,000$594.0M0.08%
220
WHITING
620,000$592.0M0.08%
221
ICAHN ENTERPRISES
575,000$590.0M0.08%
222
EATON VANCE HIGH INCOME
131,874$582.0M0.08%
223
SESI LLC
855,000$581.0M0.08%
224
MARTIN MIDSTREAM LP
620,000$570.0M0.08%
225
MWTIXMETROPOLITAN WEST TR
51,326$568.0M0.08%
226
WEEKLY HOMES LLC
570,000$567.0M0.08%
227
UTXZUNITED TECHNOLOGIES
4,074$556.0M0.08%
228
AMERICAN AXLE & MFG
538,000$544.0M0.08%
229
TNDMTANDEM DIABETES CARE INC.
9,180$541.0M0.08%
230
CHEMOURS CO
545,000$537.0M0.08%
231
FXIISHARES CHINA LARGE CAP
13,498$537.0M0.08%
232
CORCORESITE REALTY CORP
4,325$527.0M0.07%
233
ALTERYX INC COM CL A
4,877$524.0M0.07%
234
TWLOTWILIO INC CL A
4,690$516.0M0.07%
235
GROUP 1 AUTOMOTIVE
505,000$510.0M0.07%
236
LOWLOWES COMPANIES
4,588$504.0M0.07%
237
GS DYN MUNI INCOME FD
30,160$492.0M0.07%
238
BMRNBIOMARIN PHARMACEUTICAL
7,115$480.0M0.07%
239
SBUXSTARBUCKS CORP
5,395$477.0M0.07%
240
RR DONNELLEY & SONS
465,000$477.0M0.07%
241
INTL GAME TECHNOLOGY
464,000$473.0M0.07%
242
TAT&T INC
12,398$469.0M0.07%
243
TENET HEALTHCARE
430,000$451.0M0.06%
244
CREDIT ACCEPTANCE
445,000$447.0M0.06%
245
CNRCANADIAN NATIONAL RR
4,896$440.0M0.06%
246
IWRISHARES RUSSELL MIDCAP
7,650$428.0M0.06%
247
PSAPUBLIC STORAGE
1,723$423.0M0.06%
248
CALPINE
410,000$420.0M0.06%
249
NDQINVESCO QQQ TRUST ETF
2,179$411.0M0.06%
250
BRK/BBERKSHIRE HATHAWAY B
1,933$402.0M0.06%
251
NAVIENT CORPORATION
375,000$399.0M0.06%
252
FTNTFORTINET INC
4,965$381.0M0.05%
253
IEUSISHARES EUR SMALL CAP ETF
7,625$372.0M0.05%
254
XLFITECHNOLOGY SPDR ETF
4,481$361.0M0.05%
255
GVIPGOLDMAN SACHS HEDGE ETF
6,460$360.0M0.05%
256
DONNELLEY RR & SONS
350,000$360.0M0.05%
257
ANTERO RES CORP
405,000$355.0M0.05%
258
BLKBLACKROCK INC
785$350.0M0.05%
259
MALLINCKRODT
1,250,000$337.0M0.05%
260
UBERUBER TECHNOLOGIES INC
10,810$329.0M0.05%
261
OKEONEOK INC
4,432$327.0M0.05%
262
XLFISPDR CONSUMER DISCRE
2,709$327.0M0.05%
263
SPRINGLEAF FINANCE
305,000$326.0M0.05%
264
NATIONAL CINEMEDIA
315,000$319.0M0.04%
265
IWSISH RUSS MIDCAP VALUE
3,435$308.0M0.04%
266
CONSOL ENERGY
313,000$300.0M0.04%
267
TEVA PHARMACEUTICALS
315,000$291.0M0.04%
268
EDGEWOOD GROWTH RETAIL
8,613$290.0M0.04%
269
BERRY PLASTICS
281,000$288.0M0.04%
270
KEYENCE CORP ORD F
462$286.0M0.04%
271
BMYBRISTOL MYERS SQUIBB
5,622$285.0M0.04%
272
LVLNSPDR WELLS FARGO PFD STK
6,400$283.0M0.04%
273
CLEVELAND CLIFFS
285,000$280.0M0.04%
274
VWOVNGRD EMERGING MKTS
6,752$272.0M0.04%
275
THERMO FISHER SCIENTIFIC
265,000$272.0M0.04%
276
ITWILLINOIS TOOL WORKS
1,728$270.0M0.04%
277
VANGUARD CA TAX-EXEMPT
21,411$269.0M0.04%
278
TSLATESLA MOTORS INC
1,101$265.0M0.04%
279
DOUBLELINE ULTRA SHORT
25,986$261.0M0.04%
280
ENVIVA PARTNERS LP
255,000$261.0M0.04%
281
PITNEY BOWES INC
250,000$250.0M0.03%
282
BXPBOSTON PROPERTIES
1,860$241.0M0.03%
283
SPDR DJ REIT ETF
2,297$240.0M0.03%
284
BOYD GAMING CORP
230,000$238.0M0.03%
285
MARRIOTT INTERNATIONAL
235,000$237.0M0.03%
286
PRFINVESCO FTSE RAFI US 1000
2,000$236.0M0.03%
287
US TREASURY
230,000$230.0M0.03%
288
WILLIAM LYON HOMES
220,000$229.0M0.03%
289
CAPITAL ONE FINANCIAL
225,000$229.0M0.03%
290
EXPRESS SCRIPTS HOLDING
225,000$228.0M0.03%
291
EPPISHARES JAPAN ETF
5,024$225.0M0.03%
292
IYRISHARES US REAL ESTATE
2,337$219.0M0.03%
293
T ROWE PRICE HIGH YIELD
32,790$217.0M0.03%
294
XFFCXFLAHERTY & CRUM PFD SECS
10,200$214.0M0.03%
295
PNCPNC FINL SVCS GROUP
1,496$210.0M0.03%
296
PPGPPG INDUSTRIES
1,719$204.0M0.03%
297
CRED SUIS GP FUND
200,000$203.0M0.03%
298
XILINX INC
200,000$202.0M0.03%
299
NCR CORPORATION
200,000$202.0M0.03%
300
ACTIVISION BLIZZARD
200,000$201.0M0.03%
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