Petrus Trust Company, LTA Quant / Systematic

CIK: 0001473429 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 15, 2015

Total Value ($000): $429,472 (99.4% shares, 0.6% debt)

Holdings (68)

AZO AUTOZONE INC 5.3%
Value ($000) $22,648 Shares 33,200 Est. Cost $354.43 Unrealized +77.2%
KO COCA COLA CO 4.4%
Value ($000) $18,929 Shares 466,796 Est. Cost $34.25 Unrealized -13.5%
EXPRESS SCRIPTS HLDG CO 4.4%
Value ($000) $18,904 Shares 217,865 Est. Cost $56.82 Unrealized
KMI KINDER MORGAN INC DEL 3.9%
Value ($000) $16,757 Shares 398,400 Est. Cost $33.18 Unrealized -28.1%
TJX TJX COMPANIES 3.8%
Value ($000) $16,378 Shares 233,800 Est. Cost $38.91 Unrealized -24.7%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $14,961 Shares 148,712 Est. Cost $69.96 Unrealized +7.4%
SYY SYSCO CORP 3.4%
Value ($000) $14,624 Shares 387,587 Est. Cost $30.53 Unrealized -3.2%
GS GOLDMAN SACHS GROUP INC 3.4%
Value ($000) $14,580 Shares 77,564 Est. Cost $127.65 Unrealized +17.3%
EBAY EBAY INC 3.3%
Value ($000) $14,359 Shares 248,943 Est. Cost $38.92 Unrealized -45.5%
JOHNSON CTLS INC 3.2%
Value ($000) $13,790 Shares 273,400 Est. Cost $45.24 Unrealized
SYMANTEC CORP 3.0%
Value ($000) $13,006 Shares 556,643 Est. Cost $18.96 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 2.9%
Value ($000) $12,296 Shares 150,000 Est. Cost $47.86 Unrealized +68.8%
ORCL ORACLE CORP 2.7%
Value ($000) $11,586 Shares 268,500 Est. Cost $32.07 Unrealized +14.9%
MARKIT LTD 2.7%
Value ($000) $11,492 Shares 427,223 Est. Cost $24.47 Unrealized
NTAP NETAPP INC 2.4%
Value ($000) $10,166 Shares 286,700 Est. Cost $27.08 Unrealized +7.1%
INTU INTUIT 2.3%
Value ($000) $9,803 Shares 101,104 Est. Cost $58.80 Unrealized +44.8%
PGR PROGRESSIVE CORP OHIO 2.2%
Value ($000) $9,579 Shares 352,151 Est. Cost $20.58 Unrealized -5.2%
MSCI MSCI INC 2.1%
Value ($000) $9,019 Shares 147,100 Est. Cost $31.23 Unrealized +58.5%
LE LANDS END INC NEW 2.1%
Value ($000) $8,861 Shares 246,954 Est. Cost $39.73 Unrealized 0.0%
E M C CORP MASS 2.1%
Value ($000) $8,844 Shares 346,000 Est. Cost $27.11 Unrealized
PRECISION CASTPARTS CORP 2.0%
Value ($000) $8,607 Shares 40,984 Est. Cost $210.01 Unrealized
G GENPACT LIMITED 2.0%
Value ($000) $8,419 Shares 362,100 Est. Cost $15.85 Unrealized +23.0%
HILL INTERNATIONAL INC 1.9%
Value ($000) $8,359 Shares 2,328,517 Est. Cost $3.98 Unrealized
AR ANTERO RES CORP 1.8%
Value ($000) $7,927 Shares 224,422 Est. Cost $37.53 Unrealized 0.0%
HAE HAEMONETICS CORP 1.7%
Value ($000) $7,287 Shares 162,214 Est. Cost $35.81 Unrealized +16.7%
ENSCO PLC 1.7%
Value ($000) $7,231 Shares 343,200 Est. Cost $27.73 Unrealized
BLACKHAWK NETWORK HLDGS INC 1.6%
Value ($000) $6,764 Shares 189,094 Est. Cost $25.77 Unrealized
DRI DARDEN RESTAURANTS INC 1.5%
Value ($000) $6,483 Shares 93,500 Est. Cost $32.41 Unrealized +26.4%
ELLINGTON FINANCIAL LLC 1.2%
Value ($000) $4,978 Shares 250,000 Est. Cost $22.46 Unrealized
MMM 3M CO 1.1%
Value ($000) $4,893 Shares 29,666 Est. Cost $92.84 Unrealized +4.3%
CLX CLOROX CO DEL 1.1%
Value ($000) $4,833 Shares 43,777 Est. Cost $72.66 Unrealized +10.0%
TRUP TRUPANION INC 1.1%
Value ($000) $4,800 Shares 600,000 Est. Cost $9.26 Unrealized -18.0%
UNILEVER N V 1.1%
Value ($000) $4,776 Shares 114,377 Est. Cost $40.86 Unrealized
GIS GENERAL MLS INC 1.1%
Value ($000) $4,673 Shares 82,561 Est. Cost $39.55 Unrealized -7.4%
CSCO CISCO SYS INC 1.1%
Value ($000) $4,605 Shares 167,288 Est. Cost $18.50 Unrealized +8.6%
MCD MCDONALDS CORP 1.1%
Value ($000) $4,568 Shares 46,876 Est. Cost $85.01 Unrealized -15.1%
PEP PEPSICO INC 1.0%
Value ($000) $4,500 Shares 47,057 Est. Cost $67.18 Unrealized +3.8%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $4,421 Shares 63,756 Est. Cost $74.34 Unrealized -27.8%
KELLOGG CO 1.0%
Value ($000) $4,413 Shares 66,911 Est. Cost $54.04 Unrealized -22.8%
PAPA MURPHYS HLDGS INC 1.0%
Value ($000) $4,354 Shares 240,000 Est. Cost $9.70 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $4,343 Shares 50,716 Est. Cost $56.93 Unrealized +19.2%
WMT WAL-MART STORES INC 1.0%
Value ($000) $4,308 Shares 52,374 Est. Cost $54.70 Unrealized -57.9%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $4,236 Shares 51,691 Est. Cost $66.62 Unrealized -4.5%
NSC NORFOLK SOUTHERN CORP 1.0%
Value ($000) $4,234 Shares 41,141 Est. Cost $61.75 Unrealized +36.3%
INTC INTEL CORP 0.9%
Value ($000) $3,882 Shares 124,142 Est. Cost $19.93 Unrealized +30.5%
ABR ARBOR RLTY TR INC 0.9%
Value ($000) $3,674 Shares 526,344 Est. Cost $6.85 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,277 Shares 38,557 Est. Cost $86.55 Unrealized -35.8%
FMC F M C CORP 0.7%
Value ($000) $2,967 Shares 51,831 Est. Cost $39.55 Unrealized +3.3%
SHUTTERFLY INC 0.6%
Value ($000) $2,687 Shares 2,700,000 Est. Cost $0.98 Unrealized
ZULILY INC 0.6%
Value ($000) $2,386 Shares 183,685 Est. Cost $19.11 Unrealized
ATHM AUTOHOME INC 0.5%
Value ($000) $2,070 Shares 47,078 Est. Cost $42.01 Unrealized
KINDER MORGAN INC DEL 0.4%
Value ($000) $1,538 Shares 375,000 Est. Cost $3.81 Unrealized
MEMORIAL PRODTN PARTNERS LP 0.1%
Value ($000) $316 Shares 19,509 Est. Cost $16.20 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $247 Shares 25,488 Est. Cost $9.35 Unrealized -0.3%
LKQ LKQ CORP 0.0%
Value ($000) $211 Shares 8,244 Est. Cost $23.25 Unrealized 0.0%
USPH U S PHYSICAL THERAPY INC 0.0%
Value ($000) $206 Shares 4,343 Est. Cost $42.52 Unrealized 0.0%
DYAX CORP 0.0%
Value ($000) $176 Shares 10,510 Est. Cost $14.03 Unrealized
SUCAMPO PHARMACEUTICALS INC 0.0%
Value ($000) $166 Shares 10,667 Est. Cost $14.29 Unrealized
BROCADE COMMUNICATIONS SYS I 0.0%
Value ($000) $161 Shares 13,586 Est. Cost $11.85 Unrealized
COHU COHU INC 0.0%
Value ($000) $151 Shares 13,827 Est. Cost $10.44 Unrealized 0.0%
NATURAL RESOURCE PARTNERS L 0.0%
Value ($000) $148 Shares 21,853 Est. Cost $6.77 Unrealized
MERRIMACK PHARMACEUTICALS IN 0.0%
Value ($000) $141 Shares 11,830 Est. Cost $11.92 Unrealized
DAKT DAKTRONICS INC 0.0%
Value ($000) $124 Shares 11,427 Est. Cost $9.62 Unrealized 0.0%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $113 Shares 12,825 Est. Cost $6.46 Unrealized +17.3%
CBKCQ CHRISTOPHER & BANKS CORP 0.0%
Value ($000) $65 Shares 11,766 Est. Cost $5.31 Unrealized 0.0%
MERGE HEALTHCARE INC 0.0%
Value ($000) $63 Shares 14,119 Est. Cost $4.46 Unrealized
BREITBURN ENERGY PARTNERS LP 0.0%
Value ($000) $60 Shares 10,867 Est. Cost $7.00 Unrealized
MCHX MARCHEX INC 0.0%
Value ($000) $49 Shares 11,987 Est. Cost $4.22 Unrealized 0.0%