LMR Partners LLP Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$2.0T

Holdings

337

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (337 positions)

#StockSharesValue% PortfolioType
201
SYYSYSCO CORP
13,818$866.0M0.04%
202
WPX ENERGY INC
76,079$863.0M0.04%
203
ORLYO'REILLY AUTOMOTIVE INC
2,499$860.0M0.04%
204
MAGNOLIA OIL & GAS CORP
282,692$857.0M0.04%
205
CMCSACOMCAST CORP
25,093$854.0M0.04%
206
TJXTJX COS INC/THE
19,066$853.0M0.04%
207
T7DTRANSDIGM GROUP INC
2,494$848.0M0.04%
208
WMWASTE MANAGEMENT INC
9,533$848.0M0.04%
209
AJGARTHUR J GALLAGHER & CO
11,471$845.0M0.04%
210
CXOEURCONCHO RESOURCES INC
8,190$842.0M0.04%
211
CHTRCHARTER COMMUNICATIONS INC
2,940$838.0M0.04%
212
GLWCORNING INC
27,493$831.0M0.04%
213
AVBAVALONBAY COMMUNITIES INC
4,775$831.0M0.04%
214
DISCAUSDDISCOVERY INC
33,471$828.0M0.04%
215
TSSTOTAL SYSTEM SERVICES INC
10,023$815.0M0.04%
216
ZTSZOETIS INC
9,253$792.0M0.04%
217
MSIMOTOROLA SOLUTIONS INC
6,882$792.0M0.04%
218
SWN1EURSOUTHWESTERN ENERGY CO
227,424$776.0M0.04%
219
PPGPPG INDUSTRIES INC
7,579$775.0M0.04%
220
AEEAMEREN CORP
11,813$771.0M0.04%
221
VRSKVERISK ANALYTICS INC
7,013$765.0M0.04%
222
CBOECBOE GLOBAL MARKETS INC
7,578$741.0M0.04%
223
GWWWW GRAINGER INC
2,619$740.0M0.04%
224
UTXZUNITED TECHNOLOGIES CORP
6,928$738.0M0.04%
225
VRSNVERISIGN INC
4,971$737.0M0.04%
226
HEIHEICO CORP
11,673$735.0M0.04%
227
TSCOTRACTOR SUPPLY CO
8,785$733.0M0.04%
228
CNXCNX RESOURCES CORP
64,184$733.0M0.04%
229
EQREQUITY RESIDENTIAL
10,913$720.0M0.04%
230
ESEVERSOURCE ENERGY
10,984$714.0M0.03%
231
HONHONEYWELL INTERNATIONAL INC
5,304$701.0M0.03%
232
IDXXIDEXX LABORATORIES INC
3,767$701.0M0.03%
233
HUMHUMANA INC
2,439$699.0M0.03%
234
FASTFASTENAL CO
13,271$694.0M0.03%
235
PEPPEPSICO INC
6,255$691.0M0.03%
236
PHMPULTEGROUP INC
25,786$670.0M0.03%
237
NFLXNETFLIX INC
2,462$659.0M0.03%
238
MDTMEDTRONIC PLC
7,080$644.0M0.03%
239
USX1UNITED STATES STEEL CORP
35,039$639.0M0.03%
240
MOALTRIA GROUP INC
12,933$639.0M0.03%
241
MAAMID-AMERICA APARTMENT COMMUNIT
6,593$631.0M0.03%
242
CMGCHIPOTLE MEXICAN GRILL INC
1,457$629.0M0.03%
243
HSYHERSHEY CO/THE
5,823$624.0M0.03%
244
RLRALPH LAUREN CORP
5,944$615.0M0.03%
245
DVNDEVON ENERGY CORP
27,158$612.0M0.03%
246
ESSESSEX PROPERTY TRUST INC
2,493$611.0M0.03%
247
PSXPHILLIPS 66
7,081$610.0M0.03%
248
FTVFORTIVE CORP
8,723$590.0M0.03%
249
ROPROPER TECHNOLOGIES INC
2,173$579.0M0.03%
250
VRTXVERTEX PHARMACEUTICALS INC
3,467$575.0M0.03%
251
ROSTROSS STORES INC
6,806$566.0M0.03%
252
ICEINTERCONTINENTAL EXCHANGE INC
7,477$563.0M0.03%
253
HPEHEWLETT PACKARD ENTERPRISE CO
42,115$556.0M0.03%
254
DGDOLLAR GENERAL CORP
5,142$556.0M0.03%
255
CTLEURCENTURYLINK INC
36,670$556.0M0.03%
256
CTXSEURCITRIX SYSTEMS INC
5,405$554.0M0.03%
257
UAAUNDER ARMOUR INC
31,232$552.0M0.03%
258
COOCOOPER COS INC/THE
2,151$547.0M0.03%
259
ETRENTERGY CORP
6,321$544.0M0.03%
260
ATVIEURACTIVISION BLIZZARD INC
11,513$536.0M0.03%
261
DISCKUSDDISCOVERY INC
22,855$527.0M0.03%
262
NINISOURCE INC
20,670$524.0M0.03%
263
HRSEURHARRIS CORP
3,880$522.0M0.03%
264
REGREGENCY CENTERS CORP
8,837$519.0M0.03%
265
DNREURDENBURY RESOURCES INC
300,513$514.0M0.03%
266
LMTLOCKHEED MARTIN CORP
1,942$508.0M0.02%
267
FDO.FMACY'S INC
16,806$500.0M0.02%
268
AONAON PLC
3,332$484.0M0.02%
269
HDBHDFC BANK LTD
4,659$483.0M0.02%
270
GRMNGARMIN LTD
7,609$482.0M0.02%
271
PLDPROLOGIS INC
8,200$482.0M0.02%
272
NDAQNASDAQ INC
5,861$478.0M0.02%
273
KMBKIMBERLY-CLARK CORP
4,194$478.0M0.02%
274
WBAWALGREENS BOOTS ALLIANCE INC
6,919$473.0M0.02%
275
JWNUSDNORDSTROM INC
10,061$469.0M0.02%
276
RRCRANGE RESOURCES CORP
48,439$464.0M0.02%
277
ATGEADTALEM GLOBAL EDUCATION INC
9,799$464.0M0.02%
278
GNWGENWORTH FINANCIAL INC
98,357$458.0M0.02%
279
HPHELMERICH & PAYNE INC
9,332$447.0M0.02%
280
ENDO INTERNATIONAL PLC
60,592$442.0M0.02%
281
TRIPTRIPADVISOR INC
8,123$438.0M0.02%
282
HSTHOST HOTELS & RESORTS INC
26,282$438.0M0.02%
283
HRBH&R BLOCK INC
17,009$432.0M0.02%
284
ITGARTNER INC
3,339$427.0M0.02%
285
ELESTEE LAUDER COS INC/THE
3,264$425.0M0.02%
286
MCHPMICROCHIP TECHNOLOGY INC
5,894$424.0M0.02%
287
BPYPNBROOKFIELD PROPERTY REIT INC
25,810$416.0M0.02%
288
ALLEALLEGION PLC
5,163$412.0M0.02%
289
FMCFMC CORP
5,431$402.0M0.02%
290
DEDEERE & CO
2,663$397.0M0.02%
291
APARTMENT INVESTMENT & MANAGEM
9,031$396.0M0.02%
292
AIZASSURANT INC
4,410$394.0M0.02%
293
FQIDIGITAL REALTY TRUST INC
3,621$386.0M0.02%
294
DUN & BRADSTREET CORP/THE
2,656$379.0M0.02%
295
PNWPINNACLE WEST CAPITAL CORP
4,429$377.0M0.02%
296
FLIRFLIR SYSTEMS INC
8,447$368.0M0.02%
297
EIXEDISON INTERNATIONAL
6,386$363.0M0.02%
298
FFIVF5 NETWORKS INC
2,136$346.0M0.02%
299
DDOMINION ENERGY INC
4,757$340.0M0.02%
300
APTVAPTIV PLC
5,444$335.0M0.02%
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