Petrus Trust Company, LTA Quant / Systematic

CIK: 0001473429 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $405,688 (99.5% shares, 0.5% debt)

Holdings (52)

KO COCA COLA CO 4.9%
Value ($000) $19,913 Shares 466,796 Est. Cost $34.25 Unrealized -15.8%
KMI KINDER MORGAN INC DEL 4.7%
Value ($000) $18,954 Shares 494,377 Est. Cost $33.18 Unrealized -35.4%
AZO AUTOZONE INC 4.2%
Value ($000) $16,921 Shares 33,200 Est. Cost $354.43 Unrealized +48.6%
ADP AUTOMATIC DATA PROCESSING 4.0%
Value ($000) $16,166 Shares 194,586 Est. Cost $56.93 Unrealized -1.2%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $15,428 Shares 144,742 Est. Cost $69.82 Unrealized +8.2%
EXPRESS SCRIPTS HLDG CO 3.8%
Value ($000) $15,388 Shares 217,865 Est. Cost $56.82 Unrealized
SYY SYSCO CORP 3.6%
Value ($000) $14,708 Shares 387,587 Est. Cost $30.53 Unrealized -9.7%
TJX TJX COS INC NEW 3.5%
Value ($000) $14,313 Shares 241,900 Est. Cost $38.91 Unrealized -38.0%
GS GOLDMAN SACHS GROUP INC 3.5%
Value ($000) $14,238 Shares 77,564 Est. Cost $127.65 Unrealized +10.1%
SYMANTEC CORP 3.4%
Value ($000) $13,898 Shares 591,143 Est. Cost $18.96 Unrealized
CSCO CISCO SYS INC 3.3%
Value ($000) $13,350 Shares 530,398 Est. Cost $18.50 Unrealized -4.3%
EBAY EBAY INC 3.3%
Value ($000) $13,231 Shares 233,643 Est. Cost $40.12 Unrealized -50.7%
E M C CORP MASS 3.0%
Value ($000) $12,005 Shares 410,300 Est. Cost $27.41 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 2.8%
Value ($000) $11,217 Shares 162,000 Est. Cost $47.86 Unrealized +42.2%
NTAP NETAPP INC 2.8%
Value ($000) $11,208 Shares 260,900 Est. Cost $26.84 Unrealized +12.3%
ORCL ORACLE CORP 2.7%
Value ($000) $11,132 Shares 290,800 Est. Cost $32.07 Unrealized +6.7%
MSCI MSCI INC 2.7%
Value ($000) $10,914 Shares 232,114 Est. Cost $31.23 Unrealized +30.6%
INTU INTUIT 2.2%
Value ($000) $9,055 Shares 103,304 Est. Cost $58.80 Unrealized +28.8%
PGR PROGRESSIVE CORP OHIO 2.1%
Value ($000) $8,658 Shares 342,502 Est. Cost $20.61 Unrealized -14.2%
JOHNSON CTLS INC 2.1%
Value ($000) $8,589 Shares 195,200 Est. Cost $44.00 Unrealized
HILL INTERNATIONAL INC 2.1%
Value ($000) $8,400 Shares 2,100,000 Est. Cost $4.00 Unrealized
VRE MACK CALI RLTY CORP 2.0%
Value ($000) $7,965 Shares 416,822 Est. Cost $21.83 Unrealized
MARKIT LTD 1.6%
Value ($000) $6,353 Shares 272,068 Est. Cost $23.35 Unrealized
G GENPACT LIMITED 1.6%
Value ($000) $6,322 Shares 387,380 Est. Cost $15.84 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 1.5%
Value ($000) $5,918 Shares 115,000 Est. Cost $32.41 Unrealized -6.6%
BLACKHAWK NETWORK HLDGS INC 1.4%
Value ($000) $5,861 Shares 180,902 Est. Cost $24.93 Unrealized
ELLINGTON FINANCIAL LLC 1.4%
Value ($000) $5,555 Shares 250,000 Est. Cost $22.46 Unrealized
TRUP TRUPANION INC 1.3%
Value ($000) $5,100 Shares 600,000 Est. Cost $9.26 Unrealized 0.0%
HAE HAEMONETICS CORP 1.2%
Value ($000) $4,909 Shares 140,584 Est. Cost $35.68 Unrealized 0.0%
CLX CLOROX CO DEL 1.1%
Value ($000) $4,651 Shares 48,430 Est. Cost $72.66 Unrealized -9.6%
PEP PEPSICO INC 1.1%
Value ($000) $4,622 Shares 49,649 Est. Cost $67.18 Unrealized -3.4%
NSC NORFOLK SOUTHERN CORP 1.1%
Value ($000) $4,591 Shares 41,141 Est. Cost $61.75 Unrealized +33.8%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $4,569 Shares 54,558 Est. Cost $66.62 Unrealized -10.3%
WMT WAL-MART STORES INC 1.1%
Value ($000) $4,361 Shares 57,024 Est. Cost $54.70 Unrealized -62.9%
INTC INTEL CORP 1.1%
Value ($000) $4,323 Shares 124,142 Est. Cost $19.93 Unrealized +29.2%
MCD MCDONALDS CORP 1.0%
Value ($000) $4,214 Shares 44,443 Est. Cost $85.80 Unrealized -17.0%
MMM 3M CO 1.0%
Value ($000) $4,203 Shares 29,666 Est. Cost $92.84 Unrealized -10.1%
GIS GENERAL MLS INC 1.0%
Value ($000) $4,165 Shares 82,561 Est. Cost $39.55 Unrealized -10.3%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $4,158 Shares 63,756 Est. Cost $74.34 Unrealized -31.8%
KELLOGG CO 1.0%
Value ($000) $4,122 Shares 66,911 Est. Cost $54.04 Unrealized -25.0%
UNILEVER N V 1.0%
Value ($000) $3,963 Shares 99,873 Est. Cost $41.12 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 1.0%
Value ($000) $3,962 Shares 38,400 Est. Cost $59.05 Unrealized +3.1%
ABR ARBOR RLTY TR INC 1.0%
Value ($000) $3,907 Shares 579,630 Est. Cost $6.85 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $3,626 Shares 38,557 Est. Cost $86.55 Unrealized -28.9%
ATHM AUTOHOME INC 0.8%
Value ($000) $3,232 Shares 76,933 Est. Cost $42.01 Unrealized
PETSMART INC 0.8%
Value ($000) $3,084 Shares 44,000 Est. Cost $70.09 Unrealized
PAPA MURPHYS HLDGS INC 0.6%
Value ($000) $2,465 Shares 241,671 Est. Cost $9.58 Unrealized
BED BATH & BEYOND INC 0.6%
Value ($000) $2,344 Shares 35,600 Est. Cost $65.84 Unrealized
SHUTTERFLY INC 0.5%
Value ($000) $2,070 Shares 2,000,000 Est. Cost $1.00 Unrealized
KINDER MORGAN INC DEL 0.3%
Value ($000) $1,365 Shares 375,000 Est. Cost $3.81 Unrealized
DIRECTV 0.3%
Value ($000) $1,298 Shares 15,000 Est. Cost $85.01 Unrealized
SEARS HLDGS CORP 0.2%
Value ($000) $724 Shares 28,700 Est. Cost $47.77 Unrealized