Petrus Trust Company, LTA Quant / Systematic

CIK: 0001473429 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 17, 2015

Total Value ($000): $407,422 (99.2% shares, 0.8% debt)

Holdings (65)

AZO AUTOZONE INC 5.0%
Value ($000) $20,554 Shares 33,200 Est. Cost $354.43 Unrealized +59.0%
KO COCA COLA CO 4.8%
Value ($000) $19,708 Shares 466,796 Est. Cost $34.25 Unrealized -12.3%
EXPRESS SCRIPTS HLDG CO 4.5%
Value ($000) $18,447 Shares 217,865 Est. Cost $56.82 Unrealized
KMI KINDER MORGAN INC DEL 4.2%
Value ($000) $17,271 Shares 408,200 Est. Cost $33.18 Unrealized -32.3%
TJX TJX COS INC NEW 3.9%
Value ($000) $16,034 Shares 233,800 Est. Cost $38.91 Unrealized -29.8%
SYY SYSCO CORP 3.8%
Value ($000) $15,383 Shares 387,587 Est. Cost $30.53 Unrealized -5.5%
JNJ JOHNSON & JOHNSON 3.7%
Value ($000) $15,135 Shares 144,742 Est. Cost $69.82 Unrealized +10.7%
GS GOLDMAN SACHS GROUP INC 3.7%
Value ($000) $15,034 Shares 77,564 Est. Cost $127.65 Unrealized +18.2%
SYMANTEC CORP 3.5%
Value ($000) $14,281 Shares 556,643 Est. Cost $18.96 Unrealized
EBAY EBAY INC 3.4%
Value ($000) $13,701 Shares 244,143 Est. Cost $39.26 Unrealized -48.6%
JOHNSON CTLS INC 3.2%
Value ($000) $13,216 Shares 273,400 Est. Cost $45.24 Unrealized
ORCL ORACLE CORP 3.0%
Value ($000) $12,074 Shares 268,500 Est. Cost $32.07 Unrealized +7.6%
CHKP CHECK POINT SOFTWARE TECH LT 2.9%
Value ($000) $11,786 Shares 150,000 Est. Cost $47.86 Unrealized +55.2%
MARKIT LTD 2.8%
Value ($000) $11,292 Shares 427,223 Est. Cost $24.47 Unrealized
NTAP NETAPP INC 2.7%
Value ($000) $11,042 Shares 266,400 Est. Cost $26.94 Unrealized +16.5%
MSCI MSCI INC 2.7%
Value ($000) $11,011 Shares 232,114 Est. Cost $31.23 Unrealized +32.7%
INTU INTUIT 2.3%
Value ($000) $9,377 Shares 101,719 Est. Cost $58.80 Unrealized +38.3%
PGR PROGRESSIVE CORP OHIO 2.3%
Value ($000) $9,244 Shares 342,502 Est. Cost $20.61 Unrealized -8.2%
HILL INTERNATIONAL INC 2.1%
Value ($000) $8,644 Shares 2,250,980 Est. Cost $3.99 Unrealized
E M C CORP MASS 2.1%
Value ($000) $8,619 Shares 289,800 Est. Cost $27.41 Unrealized
ENSCO PLC 1.9%
Value ($000) $7,715 Shares 257,600 Est. Cost $29.95 Unrealized
G GENPACT LIMITED 1.9%
Value ($000) $7,578 Shares 400,300 Est. Cost $15.85 Unrealized +0.5%
BLACKHAWK NETWORK HLDGS INC 1.7%
Value ($000) $6,767 Shares 174,400 Est. Cost $24.93 Unrealized
HAE HAEMONETICS CORP 1.5%
Value ($000) $6,070 Shares 162,214 Est. Cost $35.81 Unrealized +2.3%
DRI DARDEN RESTAURANTS INC 1.4%
Value ($000) $5,662 Shares 96,576 Est. Cost $32.41 Unrealized +8.3%
ELLINGTON FINANCIAL LLC 1.2%
Value ($000) $4,990 Shares 250,000 Est. Cost $22.46 Unrealized
WMT WAL-MART STORES INC 1.2%
Value ($000) $4,897 Shares 57,024 Est. Cost $54.70 Unrealized -60.1%
MMM 3M CO 1.2%
Value ($000) $4,875 Shares 29,666 Est. Cost $92.84 Unrealized -3.4%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $4,709 Shares 51,691 Est. Cost $66.62 Unrealized -3.0%
CSCO CISCO SYS INC 1.1%
Value ($000) $4,628 Shares 166,378 Est. Cost $18.50 Unrealized -1.1%
CLX CLOROX CO DEL 1.1%
Value ($000) $4,562 Shares 43,777 Est. Cost $72.66 Unrealized +0.6%
NSC NORFOLK SOUTHERN CORP 1.1%
Value ($000) $4,509 Shares 41,141 Est. Cost $61.75 Unrealized +39.0%
INTC INTEL CORP 1.1%
Value ($000) $4,505 Shares 124,142 Est. Cost $19.93 Unrealized +33.6%
UNILEVER N V 1.1%
Value ($000) $4,465 Shares 114,377 Est. Cost $40.86 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $4,450 Shares 47,057 Est. Cost $67.18 Unrealized +2.1%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $4,411 Shares 63,756 Est. Cost $74.34 Unrealized -29.8%
GIS GENERAL MLS INC 1.1%
Value ($000) $4,403 Shares 82,561 Est. Cost $39.55 Unrealized -10.9%
MCD MCDONALDS CORP 1.1%
Value ($000) $4,392 Shares 46,876 Est. Cost $85.01 Unrealized -17.0%
KELLOGG CO 1.1%
Value ($000) $4,379 Shares 66,911 Est. Cost $54.04 Unrealized -24.7%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $4,228 Shares 50,716 Est. Cost $56.93 Unrealized +11.6%
TRUP TRUPANION INC 1.0%
Value ($000) $4,158 Shares 600,000 Est. Cost $9.26 Unrealized -29.2%
CBRL CRACKER BARREL OLD CTRY STOR 1.0%
Value ($000) $4,138 Shares 29,400 Est. Cost $59.05 Unrealized +25.2%
ABR ARBOR RLTY TR INC 1.0%
Value ($000) $3,924 Shares 579,630 Est. Cost $6.85 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $3,565 Shares 38,557 Est. Cost $86.55 Unrealized -33.0%
SHUTTERFLY INC 0.8%
Value ($000) $3,063 Shares 3,200,000 Est. Cost $0.98 Unrealized
PAPA MURPHYS HLDGS INC 0.7%
Value ($000) $2,979 Shares 256,371 Est. Cost $9.70 Unrealized
ZULILY INC 0.6%
Value ($000) $2,528 Shares 108,050 Est. Cost $23.40 Unrealized
PETSMART INC 0.6%
Value ($000) $2,462 Shares 30,287 Est. Cost $70.09 Unrealized
ATHM AUTOHOME INC 0.4%
Value ($000) $1,712 Shares 47,078 Est. Cost $42.01 Unrealized
KINDER MORGAN INC DEL 0.4%
Value ($000) $1,598 Shares 375,000 Est. Cost $3.81 Unrealized
FMC F M C CORP 0.3%
Value ($000) $1,414 Shares 24,800 Est. Cost $38.13 Unrealized 0.0%
BBY BEST BUY INC 0.1%
Value ($000) $215 Shares 5,522 Est. Cost $23.44 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $196 Shares 20,077 Est. Cost $9.35 Unrealized 0.0%
DYAX CORP 0.0%
Value ($000) $173 Shares 12,328 Est. Cost $14.03 Unrealized
SUCAMPO PHARMACEUTICALS INC 0.0%
Value ($000) $163 Shares 11,405 Est. Cost $14.29 Unrealized
DENBURY RES INC 0.0%
Value ($000) $153 Shares 18,859 Est. Cost $8.11 Unrealized
TRAVELCENTERS OF AMERICA LLC 0.0%
Value ($000) $151 Shares 11,989 Est. Cost $12.59 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $144 Shares 20,287 Est. Cost $6.46 Unrealized 0.0%
GLOBAL BRASS & COPPR HLDGS I 0.0%
Value ($000) $136 Shares 10,364 Est. Cost $13.12 Unrealized
AVON PRODS INC 0.0%
Value ($000) $125 Shares 13,282 Est. Cost $9.41 Unrealized
XCERRA CORP 0.0%
Value ($000) $93 Shares 10,168 Est. Cost $9.15 Unrealized
KEMET CORP 0.0%
Value ($000) $81 Shares 19,305 Est. Cost $4.20 Unrealized
BREITBURN ENERGY PARTNERS LP 0.0%
Value ($000) $79 Shares 11,283 Est. Cost $7.00 Unrealized
PIONEER ENERGY SVCS CORP 0.0%
Value ($000) $62 Shares 11,113 Est. Cost $5.58 Unrealized
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $62 Shares 10,739 Est. Cost $5.77 Unrealized