Linden Thomas Advisory Services, LLC Q1 2023 Filing
Filed April 25, 2023
Portfolio Value
$403.2B
Holdings
327
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (327 positions)
| Stock | Value |
|---|---|
NVRNVR INC | $830.2M |
SNASNAP ON INC | $823.6M |
PNWPINNACLE WEST CAP CORP | $819.3M |
CNNECANNAE HLDGS INC | $818.1M |
VRSKVERISK ANALYTICS INC | $806.6M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $803.9M |
CHTRCHARTER COMMUNICATIONS INC N | $792.1M |
INCYINCYTE CORP | $791.9M |
HIIHUNTINGTON INGALLS INDS INC | $790.8M |
FLOFLOWERS FOODS INC | $789.8M |
FT2FIRST HORIZON CORPORATION | $783.6M |
IPGPIPG PHOTONICS CORP | $774.3M |
OLNOLIN CORP | $774.0M |
TERTERADYNE INC | $770.8M |
AXSAXIS CAP HLDGS LTD | $767.1M |
ELVELEVANCE HEALTH INC | $765.6M |
TTDTHE TRADE DESK INC | $763.8M |
WSOWATSCO INC | $761.7M |
2L9BLUEPRINT MEDICINES CORP | $761.2M |
CMGCHIPOTLE MEXICAN GRILL INC | $751.7M |
PIIPOLARIS INC | $744.0M |
SONSONOCO PRODS CO | $743.3M |
AFWALIGN TECHNOLOGY INC | $731.5M |
KLACKLA CORP | $728.1M |
MCYMERCURY GENL CORP NEW | $726.2M |
MMSMAXIMUS INC | $716.3M |
UBSIUNITED BANKSHARES INC WEST V | $711.7M |
WENWENDYS CO | $701.1M |
UHSUNIVERSAL HLTH SVCS INC | $699.2M |
GWWGRAINGER W W INC | $699.1M |
MTDMETTLER TOLEDO INTERNATIONAL | $697.8M |
NNNNATIONAL RETAIL PROPERTIES I | $697.4M |
HCSGHEALTHCARE SVCS GROUP INC | $694.5M |
FUODOLBY LABORATORIES INC | $692.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $689.3M |
GGENPACT LIMITED | $686.5M |
TMUST-MOBILE US INC | $686.4M |
CWENCLEARWAY ENERGY INC | $684.2M |
WSTWEST PHARMACEUTICAL SVSC INC | $681.5M |
OHIOMEGA HEALTHCARE INVS INC | $677.0M |
AXPAMERICAN EXPRESS CO | $675.0M |
SYKSTRYKER CORPORATION | $648.0M |
EHCENCOMPASS HEALTH CORP | $645.1M |
CACCCREDIT ACCEP CORP MICH | $644.4M |
MLKNMILLERKNOLL INC | $641.5M |
RSRELIANCE STEEL & ALUMINUM CO | $640.1M |
AOSSMITH A O CORP | $637.2M |
CFGCITIZENS FINL GROUP INC | $628.0M |
MKLMARKEL CORP | $627.2M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $621.6M |
WMTWALMART INC | $608.8M |
CSCOCISCO SYS INC | $603.7M |
MCOMOODYS CORP | $602.2M |
COSTCOSTCO WHSL CORP NEW | $599.7M |
POOLPOOL CORP | $591.4M |
BYDBOYD GAMING CORP | $587.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $581.4M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $575.1M |
ROSTROSS STORES INC | $574.0M |
ACIALBERTSONS COS INC | $573.7M |
XOMEXXON MOBIL CORP | $572.4M |
NWSANEWS CORP NEW | $569.1M |
CXTCRANE HLDGS CO | $568.9M |
TNETTRINET GROUP INC | $564.8M |
WECWEC ENERGY GROUP INC | $563.4M |
PKNPERKINELMER INC | $558.5M |
KRKROGER CO | $554.7M |
PAYXPAYCHEX INC | $550.5M |
BJBJS WHSL CLUB HLDGS INC | $550.1M |
LAZLAZARD LTD | $547.6M |
GOOGLALPHABET INC | $546.3M |
ABGAMERISOURCEBERGEN CORP | $544.2M |
KNXKNIGHT-SWIFT TRANSN HLDGS IN | $541.5M |
LKQ1LKQ CORP | $537.6M |
TKRTIMKEN CO | $537.1M |
UNPUNION PAC CORP | $532.1M |
AYIACUITY BRANDS INC | $520.2M |
FNFFIDELITY NATIONAL FINANCIAL | $520.0M |
RLRALPH LAUREN CORP | $519.5M |
TSNTYSON FOODS INC | $517.9M |
PKGPACKAGING CORP AMER | $517.0M |
DTEDTE ENERGY CO | $516.3M |
WMBWILLIAMS COS INC | $507.4M |
ALSNALLISON TRANSMISSION HLDGS I | $507.0M |
CWCURTISS WRIGHT CORP | $505.9M |
XYZBLOCK INC | $505.7M |
HLIHOULIHAN LOKEY INC | $497.7M |
SLGNSILGAN HLDGS INC | $497.5M |
WMSADVANCED DRAIN SYS INC DEL | $493.6M |
BERYEURBERRY GLOBAL GROUP INC | $490.0M |
VLYVALLEY NATL BANCORP | $487.9M |
HRLHORMEL FOODS CORP | $486.7M |
HSICHENRY SCHEIN INC | $480.6M |
CRWDCROWDSTRIKE HLDGS INC | $477.4M |
GQ9SPDR GOLD TR | $474.0M |
MANMANPOWERGROUP INC WIS | $469.6M |
ARCCARES CAPITAL CORP | $469.3M |
NFGNATIONAL FUEL GAS CO | $458.1M |
JLLJONES LANG LASALLE INC | $455.8M |
THGHANOVER INS GROUP INC | $453.5M |