Petrus Trust Company, LTA Quant / Systematic

Location: Dallas, TX

CIK: 0001473429 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 15, 2016

Total Value: $443M (98.9% shares, 1.1% debt)

Holdings (170)

AZO AUTOZONE INC 6.0%
Value $26.36M Shares 33,200 Est. Cost $354.43 Unrealized +117.4%
EXPRESS SCRIPTS HLDG CO 3.7%
Value $16.6M Shares 218,953 Est. Cost $56.82 Unrealized
KMI KINDER MORGAN INC DEL 3.6%
Value $15.84M Shares 846,329 Est. Cost $24.63 Unrealized -55.7%
JNJ JOHNSON & JOHNSON 3.6%
Value $15.78M Shares 130,113 Est. Cost $70.10 Unrealized +24.2%
QCOM QUALCOMM INC 3.4%
Value $14.9M Shares 278,078 Est. Cost $43.13 Unrealized -6.6%
TJX TJX COS INC NEW 3.3%
Value $14.82M Shares 191,837 Est. Cost $38.91 Unrealized -14.3%
MARKIT LTD 2.9%
Value $12.8M Shares 392,528 Est. Cost $25.48 Unrealized
SYMANTEC CORP 2.7%
Value $11.82M Shares 575,500 Est. Cost $19.01 Unrealized
YAHOO INC 2.7%
Value $11.8M Shares 314,302 Est. Cost $30.50 Unrealized
GS GOLDMAN SACHS GROUP INC 2.6%
Value $11.52M Shares 77,564 Est. Cost $127.64 Unrealized +0.2%
FLR FLUOR CORP NEW 2.4%
Value $10.84M Shares 220,000 Est. Cost $42.46 Unrealized +12.4%
FMC F M C CORP 2.4%
Value $10.55M Shares 227,890 Est. Cost $35.82 Unrealized -12.6%
HILL INTERNATIONAL INC 2.4%
Value $10.46M Shares 2,569,768 Est. Cost $3.95 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 2.3%
Value $10.25M Shares 128,600 Est. Cost $47.86 Unrealized +74.9%
ORCL ORACLE CORP 2.3%
Value $9.979M Shares 243,800 Est. Cost $32.07 Unrealized +7.8%
EBAY EBAY INC 2.1%
Value $9.378M Shares 400,600 Est. Cost $31.76 Unrealized -32.4%
MICHAEL KORS HLDGS LTD 2.1%
Value $9.342M Shares 188,800 Est. Cost $43.46 Unrealized
AMERICAN CAP LTD 2.1%
Value $9.084M Shares 573,824 Est. Cost $13.36 Unrealized
PYPL PAYPAL HLDGS INC 2.0%
Value $9.04M Shares 247,600 Est. Cost $36.50 Unrealized +4.5%
FORTRESS INVESTMENT GROUP LL 2.0%
Value $9.014M Shares 2,039,439 Est. Cost $4.42 Unrealized
LE LANDS END INC NEW 1.8%
Value $8.098M Shares 493,200 Est. Cost $33.04 Unrealized -38.8%
AR ANTERO RES CORP 1.8%
Value $8.096M Shares 311,620 Est. Cost $33.86 Unrealized -19.5%
NTAP NETAPP INC 1.8%
Value $7.998M Shares 325,244 Est. Cost $26.62 Unrealized -27.7%
TRUP TRUPANION INC 1.8%
Value $7.95M Shares 600,000 Est. Cost $9.26 Unrealized +40.9%
BED BATH & BEYOND INC 1.6%
Value $7.178M Shares 166,087 Est. Cost $57.59 Unrealized
ADSK AUTODESK INC 1.6%
Value $6.933M Shares 128,065 Est. Cost $50.19 Unrealized +15.3%
BLACKHAWK NETWORK HLDGS INC 1.5%
Value $6.698M Shares 200,000 Est. Cost $26.83 Unrealized
LCUT LIFETIME BRANDS INC 1.4%
Value $6.376M Shares 437,000 Est. Cost $11.60 Unrealized +9.7%
URBN URBAN OUTFITTERS INC 1.3%
Value $5.673M Shares 206,303 Est. Cost $27.09 Unrealized +6.0%
MMM 3M CO 1.1%
Value $4.981M Shares 28,445 Est. Cost $93.00 Unrealized +10.2%
COBALT INTL ENERGY INC 1.1%
Value $4.875M Shares 13,000,000 Est. Cost $0.63 Unrealized
GIS GENERAL MLS INC 1.1%
Value $4.741M Shares 66,471 Est. Cost $39.55 Unrealized +14.9%
PG PROCTER & GAMBLE CO 1.1%
Value $4.717M Shares 55,711 Est. Cost $65.41 Unrealized -3.2%
SYY SYSCO CORP 1.1%
Value $4.688M Shares 92,388 Est. Cost $30.53 Unrealized +23.4%
UNILEVER N V 1.0%
Value $4.621M Shares 98,437 Est. Cost $41.27 Unrealized
INTC INTEL CORP 1.0%
Value $4.572M Shares 139,389 Est. Cost $20.83 Unrealized +20.6%
CSCO CISCO SYS INC 1.0%
Value $4.484M Shares 156,272 Est. Cost $18.53 Unrealized +12.6%
KO COCA COLA CO 1.0%
Value $4.461M Shares 98,418 Est. Cost $34.11 Unrealized -2.3%
CL COLGATE PALMOLIVE CO 1.0%
Value $4.413M Shares 60,284 Est. Cost $74.34 Unrealized -23.5%
WMT WAL-MART STORES INC 1.0%
Value $4.405M Shares 60,322 Est. Cost $43.89 Unrealized -55.5%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value $4.379M Shares 47,661 Est. Cost $56.93 Unrealized +26.1%
KELLOGG CO 1.0%
Value $4.348M Shares 53,249 Est. Cost $54.04 Unrealized -5.8%
PEP PEPSICO INC 1.0%
Value $4.34M Shares 40,966 Est. Cost $67.35 Unrealized +14.4%
CLX CLOROX CO DEL 1.0%
Value $4.332M Shares 31,301 Est. Cost $72.66 Unrealized +35.8%
ELLINGTON FINANCIAL LLC 1.0%
Value $4.283M Shares 250,000 Est. Cost $22.46 Unrealized
NSC NORFOLK SOUTHERN CORP 1.0%
Value $4.278M Shares 50,250 Est. Cost $62.36 Unrealized +11.8%
MCD MCDONALDS CORP 0.9%
Value $4.074M Shares 33,851 Est. Cost $84.79 Unrealized +16.9%
ENSCO PLC 0.9%
Value $4.067M Shares 418,800 Est. Cost $23.80 Unrealized
PAPA MURPHYS HLDGS INC 0.8%
Value $3.323M Shares 500,857 Est. Cost $10.06 Unrealized
E M C CORP MASS 0.7%
Value $3.106M Shares 114,300 Est. Cost $26.63 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.7%
Value $3.057M Shares 53,400 Est. Cost $53.23 Unrealized +0.6%
GAP GAP INC DEL 0.6%
Value $2.865M Shares 135,029 Est. Cost $15.10 Unrealized 0.0%
JOHNSON CTLS INC 0.4%
Value $1.962M Shares 44,319 Est. Cost $45.24 Unrealized
ANTERO MIDSTREAM PARTNERS LP 0.2%
Value $853K Shares 30,600 Est. Cost $24.10 Unrealized
MEMORIAL PRODTN PARTNERS LP 0.2%
Value $665K Shares 350,000 Est. Cost $4.81 Unrealized
TTI TETRA TECHNOLOGIES INC DEL 0.1%
Value $475K Shares 74,597 Est. Cost $6.41 Unrealized -3.9%
ACCO ACCO BRANDS CORP 0.1%
Value $462K Shares 44,707 Est. Cost $5.65 Unrealized +19.5%
MUR MURPHY OIL CORP 0.1%
Value $427K Shares 13,438 Est. Cost $13.90 Unrealized +53.2%
WESTERN REFNG INC 0.1%
Value $427K Shares 20,692 Est. Cost $26.96 Unrealized
PIER 1 IMPORTS INC 0.1%
Value $419K Shares 81,513 Est. Cost $5.96 Unrealized
AMN AMN HEALTHCARE SERVICES INC 0.1%
Value $406K Shares 10,168 Est. Cost $29.35 Unrealized +26.0%
GME GAMESTOP CORP NEW 0.1%
Value $402K Shares 15,120 Est. Cost $6.60 Unrealized -13.1%
HOLLYFRONTIER CORP 0.1%
Value $383K Shares 16,092 Est. Cost $23.80 Unrealized
SUPERIOR ENERGY SVCS INC 0.1%
Value $370K Shares 20,081 Est. Cost $15.10 Unrealized
MTRN MATERION CORP 0.1%
Value $370K Shares 14,943 Est. Cost $25.67 Unrealized 0.0%
HESS CORP 0.1%
Value $359K Shares 5,979 Est. Cost $52.68 Unrealized
HEALTHSOUTH CORP 0.1%
Value $346K Shares 8,924 Est. Cost $35.58 Unrealized
GBX GREENBRIER COS INC 0.1%
Value $332K Shares 11,402 Est. Cost $23.35 Unrealized -6.4%
TESORO CORP 0.1%
Value $332K Shares 4,426 Est. Cost $75.01 Unrealized
DELEK US HLDGS INC 0.1%
Value $329K Shares 24,943 Est. Cost $15.23 Unrealized
DCH AMERICAN AXLE & MFG HLDGS IN 0.1%
Value $324K Shares 22,356 Est. Cost $14.75 Unrealized +5.7%
MARATHON OIL CORP 0.1%
Value $314K Shares 20,914 Est. Cost $12.70 Unrealized
STEIN MART INC 0.1%
Value $310K Shares 40,202 Est. Cost $8.11 Unrealized
BCC BOISE CASCADE CO DEL 0.1%
Value $310K Shares 13,518 Est. Cost $14.68 Unrealized 0.0%
SCHULMAN A INC 0.1%
Value $304K Shares 12,449 Est. Cost $27.23 Unrealized
OSK OSHKOSH CORP 0.1%
Value $300K Shares 6,292 Est. Cost $38.22 Unrealized 0.0%
WLK WESTLAKE CHEM CORP 0.1%
Value $298K Shares 6,942 Est. Cost $39.11 Unrealized +1.1%
ON ON SEMICONDUCTOR CORP 0.1%
Value $293K Shares 33,239 Est. Cost $9.68 Unrealized -1.8%
PII POLARIS INDS INC 0.1%
Value $292K Shares 3,574 Est. Cost $88.64 Unrealized 0.0%
DEVRY ED GROUP INC 0.1%
Value $292K Shares 16,379 Est. Cost $22.56 Unrealized
AIR METHODS CORP 0.1%
Value $292K Shares 8,154 Est. Cost $35.81 Unrealized
VISN COMMSCOPE HLDG CO INC 0.1%
Value $281K Shares 9,051 Est. Cost $29.68 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.1%
Value $280K Shares 5,496 Est. Cost $38.47 Unrealized 0.0%
WNC WABASH NATL CORP 0.1%
Value $280K Shares 22,068 Est. Cost $10.88 Unrealized +2.7%
MATV SCHWEITZER-MAUDUIT INTL INC 0.1%
Value $279K Shares 7,912 Est. Cost $22.15 Unrealized -4.5%
BBY BEST BUY INC 0.1%
Value $276K Shares 9,033 Est. Cost $22.40 Unrealized 0.0%
NATUS MEDICAL INC DEL 0.1%
Value $270K Shares 7,155 Est. Cost $37.74 Unrealized
SANM SANMINA CORPORATION 0.1%
Value $269K Shares 10,049 Est. Cost $20.15 Unrealized +24.2%
BC BRUNSWICK CORP 0.1%
Value $269K Shares 5,932 Est. Cost $36.46 Unrealized +9.9%
ACETO CORP 0.1%
Value $266K Shares 12,158 Est. Cost $21.88 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value $261K Shares 7,914 Est. Cost $24.77 Unrealized +13.8%
NEUSTAR INC 0.1%
Value $259K Shares 11,035 Est. Cost $24.03 Unrealized
ZD J2 GLOBAL INC 0.1%
Value $258K Shares 4,086 Est. Cost $60.54 Unrealized -8.1%
WEB COM GROUP INC 0.1%
Value $255K Shares 14,031 Est. Cost $18.17 Unrealized
HAYNES INTERNATIONAL INC 0.1%
Value $253K Shares 7,902 Est. Cost $32.02 Unrealized
DIEBOLD INC 0.1%
Value $251K Shares 10,127 Est. Cost $28.93 Unrealized
RSP PERMIAN INC 0.1%
Value $251K Shares 7,191 Est. Cost $34.90 Unrealized
CNC CENTENE CORP DEL 0.1%
Value $251K Shares 3,513 Est. Cost $29.62 Unrealized +6.0%
RACKSPACE HOSTING INC 0.1%
Value $251K Shares 12,052 Est. Cost $23.90 Unrealized
TRINSEO S A 0.1%
Value $247K Shares 5,751 Est. Cost $42.95 Unrealized
SONIC CORP 0.1%
Value $245K Shares 9,069 Est. Cost $31.59 Unrealized
BROCADE COMMUNICATIONS SYS I 0.1%
Value $244K Shares 26,548 Est. Cost $9.98 Unrealized
SKYW SKYWEST INC 0.1%
Value $242K Shares 9,136 Est. Cost $22.84 Unrealized 0.0%
INNOPHOS HOLDINGS INC 0.1%
Value $240K Shares 5,683 Est. Cost $30.91 Unrealized
IMPAX LABORATORIES INC 0.1%
Value $237K Shares 8,218 Est. Cost $28.84 Unrealized
BYD BOYD GAMING CORP 0.1%
Value $237K Shares 12,894 Est. Cost $16.89 Unrealized +7.6%
SUPN SUPERNUS PHARMACEUTICALS INC 0.1%
Value $237K Shares 11,657 Est. Cost $17.74 Unrealized 0.0%
DHX DHI GROUP INC 0.1%
Value $235K Shares 37,697 Est. Cost $7.65 Unrealized -6.3%
FCN FTI CONSULTING INC 0.1%
Value $233K Shares 5,725 Est. Cost $39.56 Unrealized 0.0%
TG TREDEGAR CORP 0.1%
Value $233K Shares 14,478 Est. Cost $7.85 Unrealized +15.1%
TRIPLE-S MGMT CORP 0.1%
Value $232K Shares 9,507 Est. Cost $24.82 Unrealized
NATIONAL OILWELL VARCO INC 0.1%
Value $232K Shares 6,902 Est. Cost $33.61 Unrealized
PTEN PATTERSON UTI ENERGY INC 0.1%
Value $228K Shares 10,676 Est. Cost $15.33 Unrealized +22.9%
ENSG ENSIGN GROUP INC 0.1%
Value $227K Shares 10,818 Est. Cost $19.21 Unrealized 0.0%
TENNECO INC 0.1%
Value $227K Shares 4,878 Est. Cost $51.46 Unrealized
SUCAMPO PHARMACEUTICALS INC 0.1%
Value $225K Shares 20,514 Est. Cost $10.97 Unrealized
TBHC KIRKLANDS INC 0.1%
Value $225K Shares 15,327 Est. Cost $17.32 Unrealized -13.3%
MPC MARATHON PETE CORP 0.1%
Value $224K Shares 5,898 Est. Cost $27.21 Unrealized 0.0%
NUANCE COMMUNICATIONS INC 0.1%
Value $223K Shares 14,240 Est. Cost $15.66 Unrealized
SGI TEMPUR SEALY INTL INC 0.1%
Value $223K Shares 4,024 Est. Cost $14.75 Unrealized 0.0%
AVID TECHNOLOGY INC 0.0%
Value $220K Shares 37,938 Est. Cost $6.14 Unrealized
FMC TECHNOLOGIES INC 0.0%
Value $220K Shares 8,245 Est. Cost $26.68 Unrealized
MAN MANPOWERGROUP INC 0.0%
Value $218K Shares 3,385 Est. Cost $77.51 Unrealized 0.0%
TOWER INTL INC 0.0%
Value $216K Shares 10,510 Est. Cost $27.19 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value $214K Shares 4,066 Est. Cost $54.46 Unrealized +3.1%
DAN DANA HLDG CORP 0.0%
Value $209K Shares 19,799 Est. Cost $10.16 Unrealized -0.5%
TBI TRUEBLUE INC 0.0%
Value $208K Shares 10,993 Est. Cost $20.88 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.0%
Value $204K Shares 3,913 Est. Cost $21.42 Unrealized +1.7%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value $202K Shares 3,013 Est. Cost $69.44 Unrealized -1.2%
HFF INC 0.0%
Value $201K Shares 6,946 Est. Cost $28.94 Unrealized
DONNELLEY R R & SONS CO 0.0%
Value $201K Shares 11,868 Est. Cost $16.94 Unrealized
DGII DIGI INTL INC 0.0%
Value $200K Shares 18,613 Est. Cost $9.36 Unrealized +10.3%
DAKT DAKTRONICS INC 0.0%
Value $199K Shares 31,851 Est. Cost $8.49 Unrealized -22.2%
ALON USA ENERGY INC 0.0%
Value $197K Shares 30,435 Est. Cost $9.12 Unrealized
WEST CORP 0.0%
Value $197K Shares 10,042 Est. Cost $19.62 Unrealized
STEELCASE INC 0.0%
Value $192K Shares 14,177 Est. Cost $14.91 Unrealized
RENEWABLE ENERGY GROUP INC 0.0%
Value $192K Shares 21,730 Est. Cost $8.36 Unrealized
AMERICAN EQTY INVT LIFE HLD 0.0%
Value $189K Shares 13,298 Est. Cost $14.21 Unrealized
AES AES CORP 0.0%
Value $188K Shares 15,045 Est. Cost $7.90 Unrealized 0.0%
TILE INTERFACE INC 0.0%
Value $185K Shares 12,149 Est. Cost $17.05 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value $179K Shares 14,269 Est. Cost $8.10 Unrealized -2.0%
LIBBEY INC 0.0%
Value $179K Shares 11,269 Est. Cost $18.64 Unrealized
KINDRED HEALTHCARE INC 0.0%
Value $175K Shares 15,465 Est. Cost $11.32 Unrealized
MTRX MATRIX SVC CO 0.0%
Value $171K Shares 10,383 Est. Cost $16.86 Unrealized 0.0%
IXYS CORP 0.0%
Value $155K Shares 15,108 Est. Cost $10.26 Unrealized
SUPERVALU INC 0.0%
Value $153K Shares 32,447 Est. Cost $4.72 Unrealized
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value $152K Shares 38,539 Est. Cost $4.95 Unrealized
HPQ HP INC 0.0%
Value $148K Shares 11,802 Est. Cost $8.55 Unrealized +6.0%
RPX CORP 0.0%
Value $147K Shares 16,037 Est. Cost $11.29 Unrealized
MANITOWOC INC 0.0%
Value $145K Shares 26,532 Est. Cost $5.47 Unrealized
CCRN CROSS CTRY HEALTHCARE INC 0.0%
Value $145K Shares 10,393 Est. Cost $12.71 Unrealized +4.3%
HERTZ GLOBAL HOLDINGS INC 0.0%
Value $144K Shares 13,003 Est. Cost $11.07 Unrealized
CALLON PETE CO DEL 0.0%
Value $139K Shares 12,390 Est. Cost $11.22 Unrealized
EARTHLINK HLDGS CORP 0.0%
Value $138K Shares 21,589 Est. Cost $6.39 Unrealized
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.0%
Value $132K Shares 10,385 Est. Cost $13.26 Unrealized 0.0%
SEM SELECT MED HLDGS CORP 0.0%
Value $129K Shares 11,824 Est. Cost $4.94 Unrealized +23.5%
FIVN FIVE9 INC 0.0%
Value $127K Shares 10,632 Est. Cost $10.14 Unrealized 0.0%
IXIA 0.0%
Value $125K Shares 12,756 Est. Cost $12.47 Unrealized
XEROX CORP 0.0%
Value $125K Shares 13,186 Est. Cost $11.17 Unrealized
ARC DOCUMENT SOLUTIONS INC 0.0%
Value $124K Shares 31,922 Est. Cost $4.41 Unrealized
TRANSATLANTIC PETROLEUM LTD 0.0%
Value $123K Shares 150,000 Est. Cost $1.39 Unrealized
BARNES & NOBLE INC 0.0%
Value $122K Shares 10,766 Est. Cost $11.33 Unrealized
OMNOVA SOLUTIONS INC 0.0%
Value $121K Shares 16,728 Est. Cost $6.17 Unrealized
NEOPHOTONICS CORP 0.0%
Value $119K Shares 12,494 Est. Cost $9.52 Unrealized
NORTHERN OIL & GAS INC NEV 0.0%
Value $115K Shares 24,923 Est. Cost $4.61 Unrealized
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value $104K Shares 17,621 Est. Cost $5.31 Unrealized +33.7%
BANKRATE INC DEL 0.0%
Value $102K Shares 13,644 Est. Cost $7.48 Unrealized
RTI SURGICAL INC 0.0%
Value $98,000 Shares 27,369 Est. Cost $3.98 Unrealized
HNRG HALLADOR ENERGY COMPANY 0.0%
Value $78,000 Shares 16,815 Est. Cost $5.64 Unrealized -19.9%
KINDER MORGAN INC DEL 0.0%
Value $7,000 Shares 420,000 Est. Cost $3.09 Unrealized