MEYER HANDELMAN CO Q4 2019 Filing

Filed January 23, 2020

Portfolio Value

$2.1T

Holdings

190

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
101
WHWYNDHAM HOTELS & RESOR COM
60,000$3.8B0.18%
102
SEESEALED AIR CORP NEW COM
93,691$3.7B0.18%
103
VVISA INC-CLASS A SHARES
19,664$3.7B0.18%
104
WECWEC ENERGY GROUP INC
39,750$3.7B0.18%
105
TRVTHE TRAVELERS COMPANIES INC
26,600$3.6B0.17%
106
TRVCCITIGROUP INC
45,602$3.6B0.17%
107
DYHTARGET CORP COM
28,350$3.6B0.17%
108
DWDMORGAN STANLEY
61,642$3.2B0.15%
109
WYNEURWYNDHAM DESTINATIONS,INC
60,000$3.1B0.15%
110
WYWEYERHAEUSER COMPANY COM
97,857$3.0B0.14%
111
OXYOCCIDENTAL PETE CORP
65,445$2.7B0.13%
112
DVNDEVON ENERGY CORPORATION NEW
103,500$2.7B0.13%
113
RTN1USDRAYTHEON CO
12,184$2.7B0.13%
114
MSIMOTOROLA SOLUTIONS INC
15,908$2.6B0.12%
115
UNPUNION PAC CORP COM
13,100$2.4B0.11%
116
UPSUNITED PARCEL SERVICE INC
19,580$2.3B0.11%
117
BXBLACKSTONE GROUP INC
40,500$2.3B0.11%
118
METMETLIFE INC
39,800$2.0B0.10%
119
PNRPENTAIR PLC
43,993$2.0B0.10%
120
GSKGLAXO SMITHKLINE
42,884$2.0B0.10%
121
XYLXYLEM INC
25,314$2.0B0.10%
122
SSFSENSIENT TECHNOLOGIES CORP
28,300$1.9B0.09%
123
CBSHCOMMERCE BANCSHARES INC
27,407$1.9B0.09%
124
CUCAAVIS BUDGET GROUP
55,000$1.8B0.09%
125
ILFISHARES TR LATN AMER 40 ETF
48,400$1.6B0.08%
126
ZTSZOETIS INC
11,828$1.6B0.08%
127
METAFACEBOOK INC CL A
7,600$1.6B0.07%
128
DDOMINION ENERGY
17,599$1.5B0.07%
129
TPRTAPESTRY INC
52,000$1.4B0.07%
130
BSXBOSTON SCIENTIFIC CORP COM
30,400$1.4B0.07%
131
CMACOMERICA
18,631$1.3B0.06%
132
SYFSYNCHRONY FINL
35,265$1.3B0.06%
133
FTVFORTIVE CORP COM
15,700$1.2B0.06%
134
RELMADA THERAPEUTICS I COM
30,378$1.2B0.06%
135
LMTLOCKHEED MARTIN CORP
2,972$1.2B0.06%
136
BABAALIBABA GROUP HLDG LTD
4,992$1.1B0.05%
137
EWEDWARDS LIFESCIENCES COM
4,400$1.0B0.05%
138
UI2KEMPER CORP
12,025$932.0M0.04%
139
ARCONIC INC
30,260$931.0M0.04%
140
EMNEASTMAN CHEMICAL COMPANY COM
11,500$911.0M0.04%
141
FMSFRESENIUS MED CARE AG & CO SPD
24,000$884.0M0.04%
142
AVYAVERY DENNISON CORP
6,700$876.0M0.04%
143
ADBEADOBE SYS INC
2,500$825.0M0.04%
144
CMCSACOMCAST CORP NEW
17,800$801.0M0.04%
145
GLDSPDR GOLD TRUST GOLD SHS
5,200$742.0M0.04%
146
LHXL3HARRIS TECHNOLOGIES,INC.
3,708$734.0M0.04%
147
RDS/AROYAL DUTCH SHELL PLC SPD ADR
12,392$731.0M0.04%
148
YUMYUM BRANDS INC
7,250$730.0M0.04%
149
NVDANVIDIA CORP COM
3,020$711.0M0.03%
150
HSYTHE HERSHEY COMPANY
4,800$706.0M0.03%
151
ITTITT INC
9,450$698.0M0.03%
152
SIEBSIEMENS A G SPONSORED ADR
10,500$686.0M0.03%
153
REEDS INC
724,000$659.0M0.03%
154
DEODIAGEO PLC SPON ADR
3,894$657.0M0.03%
155
SNPSSYNOPSYS INC COM
4,600$640.0M0.03%
156
ALVAUTOLIV, INC.
7,536$636.0M0.03%
157
ELVANTHEM INC
2,100$634.0M0.03%
158
HESHESS CORP
9,050$605.0M0.03%
159
PWRQUANTA SVCS INC
13,900$566.0M0.03%
160
APTIV PLC
5,762$547.0M0.03%
161
DXCDXC TECHNOLOGY CO COM
14,437$543.0M0.03%
162
MTRNMATERION CORPORATION
9,000$535.0M0.03%
163
TFCTRUIST FINANCIAL CORP.
9,100$513.0M0.02%
164
BKBANK OF NEW YORK MELLON CORP
9,696$488.0M0.02%
165
AVNSAVANOS MEDICAL INC
14,362$484.0M0.02%
166
CDKCDK GLOBAL INC
8,731$477.0M0.02%
167
MARMARRIOTT INTL INC NEW CL A
2,940$445.0M0.02%
168
NVTNVENT ELECTRIC PLC SHS
17,231$441.0M0.02%
169
GRA1EURW.R. GRACE & CO
6,000$419.0M0.02%
170
PAYXPAYCHEX INC COM
4,900$417.0M0.02%
171
LHC GROUP INC COM
2,836$391.0M0.02%
172
ALBALBEMARLE CORP COM
5,300$387.0M0.02%
173
YUMCYUM CHINA HLDGS INC COM
7,250$348.0M0.02%
174
WMWASTE MGMT INC DEL
3,000$342.0M0.02%
175
FISVFISERV INC COM
2,600$301.0M0.01%
176
DEDEERE & CO.
1,600$277.0M0.01%
177
FASTFASTENAL CO COM
7,000$259.0M0.01%
178
HIGHARTFORD FINL SVCS GROUP INC
4,200$255.0M0.01%
179
PBIPITNEY BOWES INC
60,000$242.0M0.01%
180
MURMURPHY OIL CORP
9,000$241.0M0.01%
181
MTS SYS CORP
5,000$240.0M0.01%
182
CHTRCHARTER COMMUNICATIONS CL A
491$238.0M0.01%
183
CREE INC COM
5,000$231.0M0.01%
184
TENCENT HOLDINGS LTD
4,600$222.0M0.01%
185
LIVEPERSON INC RST
5,944$220.0M0.01%
186
REZIRESIDEO TECHNOLOGIES I COM
17,773$212.0M0.01%
187
LPXLOUISIANA PAC CORP COM
7,000$208.0M0.01%
188
BKNGBOOKING HOLDINGS INC
100$205.0M0.01%
189
TLLTFTILT HOLDINGS INC
509,430$143.0M0.01%
190
CVECENOVUS ENERGY INC
10,000$101.0M0.00%
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