Anchor Bolt Capital Lp (1542943) Portfolio


Number of Companies: 78
Inflow: $601,727 K
Outflow: $-1,526,612 K
Net Flow: $-924,885 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2656 18 Parker Hannifin Corp (PH) Flow Control Equipment 796,104 New Holding 796,104 $111.08 $88,431 $88,431
720 16 Newmont Mining Corp (NEM) Precious Metal Mining 2,348,963 New Holding 2,348,963 $26.58 $62,435 $62,435
2576 16 Masco Corp (MAS) Home Improvement 1,517,679 New Holding 1,517,679 $31.45 $47,731 $47,731
2661 28 Lyondellbasell Indu-Cl A (LYB) Basic And Diversified Chemicals 1,160,225 Added More 485,904 $85.58 $41,583 $99,292
2671 19 Sealed Air Corp (SEE) Containers And Packaging 1,466,166 Added More 766,446 $48.00 $36,797 $70,390
2768 14 Hunt Jb Transprt Svcs Inc (JBHT) Trucking 311,695 New Holding 311,695 $84.23 $26,257 $26,257
3042 9 Northrop Grumman Corp (NOC) Defense Primes 119,272 New Holding 119,272 $197.89 $23,603 $23,603
2701 17 Whirlpool Corp (WHR) Home Improvement 128,054 New Holding 128,054 $180.33 $23,093 $23,093
329 1 Steel Dynamics Inc (STLD) Steel Producers 1,644,019 Added More 990,895 $22.51 $22,305 $37,006
274 1 Swift Transportation Co (SWFT) Trucking 1,139,163 New Holding 1,139,163 $18.62 $21,222 $21,222
2510 14 Cheniere Energy Inc (LNG) Midstream Oil And Gas 1,901,407 Added More 574,107 $33.83 $19,422 $64,324
2484 13 Pultegroup Inc (PHM) Homebuilders 965,873 New Holding 965,873 $18.70 $18,071 $18,071
2921 14 Delta Air Lines Inc (DAL) Airlines 3,508,770 Added More 365,249 $48.68 $17,780 $170,806
3067 10 Lockheed Martin Corp (LMT) Defense Primes 106,298 Added More 71,555 $221.50 $15,849 $23,545
38 3 Continental Resources Incok (CLR) Exploration And Production 471,933 New Holding 471,933 $30.36 $14,327 $14,327
293 2 Turquoise Hill Resources Ltd (TRQ) Base Metals 24,836,894 Added More 5,526,533 $2.54 $14,037 $63,085
2746 13 Potash Corp Of Saskatchewan (POT) Agricultural Chemicals 792,642 New Holding 792,642 $17.02 $13,490 $13,490
2573 17 United States Steel Corp (X) Steel Producers 819,113 New Holding 819,113 $16.04 $13,146 $13,146
2865 6 Norfolk Southern Corp (NSC) Rail Freight 141,615 New Holding 141,615 $83.25 $11,789 $11,789
707 6 Graphic Packaging Holding Co (GPK) Containers And Packaging 3,916,183 Added More 881,467 $12.85 $11,326 $50,322
2345 10 Meritor Inc (MTOR) Commercial Vehicles 5,166,894 Added More 1,297,532 $8.06 $10,458 $41,645
2950 8 General Motors Co (GM) Automobiles 4,699,537 Added More 273,835 $31.43 $8,606 $147,706
2471 21 Albemarle Corp (ALB) Specialty Chemicals 615,757 Added More 126,989 $63.93 $8,118 $39,365
2448 10 Cf Industries Holdings Inc (CF) Agricultural Chemicals 2,388,127 Added More 238,946 $31.34 $7,488 $74,843
2910 3 Royal Caribbean Cruises Ltd (RCL) Cruise Lines 205,115 Added More 89,010 $82.15 $7,312 $16,850
110 2 Rpc Inc (RES) Oil And Gas Services And Equip 515,048 New Holding 515,048 $14.18 $7,303 $7,303
2767 12 Southwest Airlines Co (LUV) Airlines 4,100,671 Added More 99,921 $44.79 $4,476 $183,710
678 3 Schnitzer Steel Inds Inc-A (SCHN) Steel Raw Material Suppliers 1,348,851 Added More 136,967 $18.44 $2,525 $24,872
95 5 First Majestic Silver Corp (AG) Precious Metal Mining 234,539 New Holding 234,539 $6.48 $1,519 $1,519
2605 14 Air Lease Corp (AL) Commercial Finance 37,829 New Holding 37,829 $32.11 $1,215 $1,215
2822 14 Dr Horton Inc (DHI) Homebuilders 198,315 Sold Some -25,907 $30.23 $-783 $5,995
2497 2 Bunge Ltd (BG) Agricultural Products Whslrs 709,576 Sold Some -15,315 $56.66 $-867 $40,211
54 1 Ingersoll-Rand Plc (IR) Comml And Res Bldg Equip And Sys 1,421,165 Sold Some -30,400 $62.00 $-1,885 $88,126
2730 28 Delphi Automotive Plc (DLPH) Auto Parts 1,434,973 Sold Some -50,947 $75.01 $-3,822 $107,651
386 3 Interface Inc (TILE) Home Improvement 0 Sold All -278,286 $18.54 $-5,159 $0
316 16 Hess Corp (HES) Exploration And Production 1,083,098 Sold Some -108,577 $52.65 $-5,716 $57,025
2179 20 Hornbeck Offshore Services (HOS) Marine Shipping 2,642,578 Sold Some -589,108 $9.93 $-5,849 $26,240
1950 4 Ch Robinson Worldwide Inc (CHRW) Logistics Services 0 Sold All -91,568 $74.23 $-6,797 $0
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 1,380,704 Sold Some -69,695 $112.05 $-7,809 $154,707
2451 16 Steelcase Inc-Cl A (SCS) Home And Office Furnishings 0 Sold All -593,178 $14.92 $-8,850 $0
285 5 Rowan Companies Plc-A (RDC) Oil And Gas Services And Equip 0 Sold All -570,843 $16.10 $-9,190 $0
305 2 American Axle And Mfg Holdings (AXL) Auto Parts 955,681 Sold Some -609,226 $15.39 $-9,375 $14,707
583 4 Caesarstone Sdot-Yam Ltd (CSTE) Home Improvement 799,550 Sold Some -298,925 $34.34 $-10,268 $27,464
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 645,261 Sold Some -92,608 $111.48 $-10,324 $71,940
554 3 Crown Holdings Inc (CCK) Containers And Packaging 0 Sold All -208,324 $49.59 $-10,330 $0
3009 8 General Dynamics Corp (GD) Defense Primes 181,674 Sold Some -89,775 $131.36 $-11,793 $23,866
2760 73 Eqt Corp (EQT) Exploration And Production 1,520,584 Sold Some -198,489 $67.26 $-13,350 $102,274
2833 18 Mohawk Industries Inc (MHK) Home Improvement 0 Sold All -72,315 $190.89 $-13,804 $0
2363 9 Aecom (ACM) Engineering Services 902,396 Sold Some -465,098 $30.79 $-14,320 $27,784
2450 27 Huntsman Corp (HUN) Basic And Diversified Chemicals 0 Sold All -1,156,300 $13.30 $-15,378 $0
477 7 Cooper Tire And Rubber (CTB) Auto Parts 475,636 Sold Some -428,962 $37.02 $-15,880 $17,608
2277 5 Copa Holdings Sa-Class A (CPA) Airlines 0 Sold All -236,984 $67.75 $-16,055 $0
40 1 Wabco Holdings Inc (WBC) Commercial Vehicles 0 Sold All -160,265 $106.91 $-17,135 $0
623 8 Tenneco Inc (TEN) Auto Parts 0 Sold All -364,938 $51.50 $-18,797 $0
2723 11 Jetblue Airways Corp (JBLU) Airlines 1,768,510 Sold Some -894,285 $21.12 $-18,887 $37,350
2458 17 Herman Miller Inc (MLHR) Home And Office Furnishings 0 Sold All -639,285 $30.88 $-19,747 $0
1863 9 Delek Us Holdings Inc (DK) Refining And Marketing 0 Sold All -1,384,563 $15.24 $-21,100 $0
2579 25 Lear Corp (LEA) Auto Parts 786,126 Sold Some -194,267 $111.16 $-21,596 $87,393
3002 31 Dow Chemical Cothe (DOW) Basic And Diversified Chemicals 483,318 Sold Some -484,868 $50.86 $-24,660 $24,581
2961 20 Stanley Black And Decker Inc (SWK) Home Improvement 0 Sold All -237,552 $105.20 $-24,992 $0
689 5 Berry Plastics Group Inc (BERY) Containers And Packaging 4,818,918 Sold Some -703,106 $36.15 $-25,417 $174,203
2820 13 Paccar Inc (PCAR) Commercial Vehicles 790,817 Sold Some -505,826 $54.68 $-27,663 $43,249
2830 14 Tesoro Corp (TSO) Refining And Marketing 462,708 Sold Some -384,077 $86.01 $-33,034 $39,797
2981 80 Eog Resources Inc (EOG) Exploration And Production 0 Sold All -456,613 $72.58 $-33,140 $0
2906 16 Valero Energy Corp (VLO) Refining And Marketing 391,190 Sold Some -620,695 $64.13 $-39,811 $25,090
6 1 Barrick Gold Corp (ABX) Precious Metal Mining 0 Sold All -2,994,397 $13.58 $-40,663 $0
729 5 Smith Ao Corp (AOS) Comml And Res Bldg Equip And Sys 669,786 Sold Some -559,159 $76.30 $-42,669 $51,111
2681 14 United Rentals Inc (URI) Industrial Distribution And Rental 0 Sold All -691,327 $62.18 $-42,993 $0
3001 7 Raytheon Company (RTN) Defense Primes 216,653 Sold Some -373,610 $122.62 $-45,815 $26,568
2653 26 Goodyear Tire And Rubber Co (GT) Auto Parts 934,471 Sold Some -1,511,628 $32.98 $-49,853 $30,818
2325 60 Noble Energy Inc (NBL) Exploration And Production 1,141,786 Sold Some -1,692,514 $31.41 $-53,161 $35,863
2532 19 Freeport-Mcmoran Inc (FCX) Base Metals 1,334,579 Sold Some -5,700,583 $10.34 $-58,944 $13,799
73 5 Pdc Energy Inc (PDCE) Exploration And Production 0 Sold All -1,116,637 $59.45 $-66,384 $0
2943 52 Platinum Group Metals Ltd (PLG) Precious Metal Mining 0 Sold All -18,380,172 $3.80 $-69,844 $0
2488 23 Magna International Inc (MGA) Auto Parts 708,055 Sold Some -2,005,267 $42.95 $-86,146 $30,418
2964 15 United Continental Holdings (UAL) Airlines 0 Sold All -2,309,978 $59.86 $-138,275 $0
2927 6 Ford Motor Co (F) Automobiles 13,225 Sold Some -11,152,352 $13.50 $-150,556 $178
2895 36 Tyson Foods Inc-Cl A (TSN) Packaged Food 646,318 Sold Some -2,365,760 $66.66 $-157,701 $43,083