Ashler Capital LLC

data from 31/12/2018

Capitalization

$ 1.344 B -23.91 %

Average holding period

2 ans

Performance

$ -190.104 M -10.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Ashler Capital LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/12/31 L3 TECHNOLOGIES INC 12.25% 164.684 M $ 948315 2018/03/31 -37.849 M $ -18.32 %
2018/12/31 GOLD BARRICK GOLD CORP 10.51% 141.315 M $ 10436823 2018/03/31 34.480 M $ 21.66 %
2018/12/31 CAT CATERPILLAR INC DEL 7.54% 101.287 M $ 797096 2018/06/30 -13.530 M $ -16.53 %
2018/12/31 NSC NORFOLK SOUTHERN CORP 7.32% 98.403 M $ 658039 2018/09/30 -7.675 M $ -19.34 %
2018/12/31 UNP UNION PAC CORP 6.78% 91.122 M $ 659209 2018/12/31 0.000 $ 0.00 %
2018/12/31 HARRIS CORP DEL 6.62% 88.969 M $ 660739 2018/12/31 0.000 $ 0.00 %
2018/12/31 FLR FLUOR CORP NEW 6.61% 88.782 M $ 2757203 2018/03/31 -78.393 M $ -45.46 %
2018/12/31 ATI ALLEGHENY TECHNOLOGIES INC 4.96% 66.643 M $ 3061223 2018/09/30 -7.456 M $ -26.06 %
2018/12/31 LMT LOCKHEED MARTIN CORP 3.93% 52.767 M $ 201523 2018/12/31 0.000 $ 0.00 %
2018/12/31 MSM MSC INDL DIRECT INC 3.78% 50.820 M $ 660691 2018/03/31 -12.528 M $ -11.08 %
2018/12/31 UAL UNITED CONTL HLDGS INC 3.42% 45.904 M $ 548243 2018/06/30 -6.416 M $ -4.36 %
2018/12/31 BA BOEING CO 3.25% 43.703 M $ 135513 2018/12/31 0.000 $ 0.00 %
2018/12/31 MLM MARTIN MARIETTA MATLS INC 2.92% 39.198 M $ 228070 2018/12/31 0.000 $ 0.00 %
2018/12/31 SAIC SCIENCE APPLICATNS INTL CP N 2.86% 38.497 M $ 604342 2018/12/31 0.000 $ 0.00 %
2018/12/31 SAVE SPIRIT AIRLS INC 2.84% 38.210 M $ 659698 2018/12/31 0.000 $ 0.00 %
2018/12/31 ITW ILLINOIS TOOL WKS INC 2.53% 34.069 M $ 268913 2018/12/31 0.000 $ 0.00 %
2018/12/31 CHRW C H ROBINSON WORLDWIDE INC 2.28% 30.673 M $ 364764 2018/09/30 -8.849 M $ -14.04 %
2018/12/31 PNR PENTAIR PLC 1.97% 26.439 M $ 699820 2018/12/31 0.000 $ 0.00 %
2018/12/31 DAL DELTA AIR LINES INC DEL 1.66% 22.267 M $ 446236 2018/12/31 0.000 $ 0.00 %
2018/12/31 RIG TRANSOCEAN LTD 1.60% 21.475 M $ 3094416 2018/09/30 -18.242 M $ -51.40 %
2018/12/31 AME AMETEK INC NEW 1.59% 21.393 M $ 316004 2018/12/31 0.000 $ 0.00 %
2018/12/31 OC OWENS CORNING NEW 1.43% 19.265 M $ 438039 2018/12/31 0.000 $ 0.00 %
2018/12/31 J JACOBS ENGR GROUP INC DEL 0.90% 12.144 M $ 207739 2018/12/31 0.000 $ 0.00 %
2018/12/31 RIO RIO TINTO PLC 0.34% 4.541 M $ 93674 2018/12/31 0.000 $ 0.00 %
2018/12/31 CFX COLFAX CORP 0.09% 1.179 M $ 56388 2018/03/31 -9.633 M $ -14.23 %
2018/12/31 PTEN PATTERSON UTI ENERGY INC 0.03% 343.000 K $ 33097 2018/12/31 0.000 $ 0.00 %
2018/12/31 TECK TECK RESOURCES LTD 0.00% 7.000 K $ 326 2018/12/31 0.000 $ 0.00 %
2018/12/31 GARDNER DENVER HLDGS INC 0.00% 1.000 K $ 71 2018/12/31 0.000 $ 0.00 %
2018/12/31 AKS AK STL HLDG CORP 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/12/31 GM GENERAL MTRS CO 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/12/31 MOS MOSAIC CO NEW 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2018/12/31 ARCH COAL INC 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/12/31 ENSCO PLC 0.00% 0.000 $ 21 2018/12/31 0.000 $ 0.00 %
2018/12/31 FCX FREEPORT-MCMORAN INC 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2018/12/31 APTV APTIV PLC 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2018/12/31 SUM SUMMIT MATLS INC 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2018/12/31 LEA LEAR CORP 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/12/31 GPK GRAPHIC PACKAGING HLDG CO 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2018/12/31 DOV DOVER CORP 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2018/12/31 STLD STEEL DYNAMICS INC 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/12/31 XPO XPO LOGISTICS INC 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/12/31 AEM AGNICO EAGLE MINES LTD 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2018/12/31 CLF CLEVELAND CLIFFS INC 0.00% 0.000 $ 1 2018/06/30 -5.000 $ 100.00 %
2018/12/31 AIMC ALTRA INDL MOTION CORP 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2018/12/31 X UNITED STATES STL CORP NEW 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %