Petrus Trust Company, LTA Quant / Systematic

Location: Dallas, TX

CIK: 0001473429 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value: $1.007B (100.0% shares, 0.0% debt)

Holdings (76)

SPY SPDR S&P 500 ETF TR 14.1%
Value $142M Shares 380,796 Est. Cost $268.17 Unrealized
GOOG ALPHABET INC 4.8%
Value $48.68M Shares 27,785 Est. Cost $57.37 Unrealized +46.0%
MSFT MICROSOFT CORP 4.7%
Value $47.42M Shares 213,218 Est. Cost $121.18 Unrealized +70.0%
LQD ISHARES TR 4.1%
Value $41.57M Shares 300,957 Est. Cost $125.55 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 4.0%
Value $40.61M Shares 230,492 Est. Cost $125.17 Unrealized +17.8%
BKNG BOOKING HOLDINGS INC 3.8%
Value $38.31M Shares 17,200 Est. Cost $1813.97 Unrealized +4.7%
GRACE W R & CO DEL NEW 3.8%
Value $37.88M Shares 691,038 Est. Cost $40.91 Unrealized
CRM SALESFORCE COM INC 3.6%
Value $36.7M Shares 164,903 Est. Cost $171.59 Unrealized +40.0%
DIS DISNEY WALT CO 3.6%
Value $36.24M Shares 200,000 Est. Cost $123.91 Unrealized +13.2%
MA MASTERCARD INCORPORATED 3.6%
Value $35.87M Shares 100,500 Est. Cost $287.82 Unrealized +12.3%
UNH UNITEDHEALTH GROUP INC 3.4%
Value $34.66M Shares 98,825 Est. Cost $223.69 Unrealized +37.8%
PGR PROGRESSIVE CORP 3.4%
Value $34.02M Shares 344,000 Est. Cost $55.57 Unrealized +45.1%
PACK RANPAK HOLDINGS CORP 3.2%
Value $32.24M Shares 2,398,604 Est. Cost $6.41 Unrealized +71.9%
FLEETCOR TECHNOLOGIES INC 3.1%
Value $31.38M Shares 115,000 Est. Cost $189.97 Unrealized
META FACEBOOK INC 3.0%
Value $30.45M Shares 111,482 Est. Cost $181.29 Unrealized +50.2%
AJAX I 2.9%
Value $29.34M Shares 2,363,913 Est. Cost $12.41 Unrealized
AON AON PLC 2.9%
Value $28.77M Shares 136,200 Est. Cost $182.62 Unrealized +7.6%
CRI CARTERS INC 2.3%
Value $23.52M Shares 250,000 Est. Cost $72.01 Unrealized +1.2%
EPD ENTERPRISE PRODS PARTNERS L 2.2%
Value $22.14M Shares 1,130,004 Est. Cost $21.63 Unrealized
AZO AUTOZONE INC 2.1%
Value $21.46M Shares 18,100 Est. Cost $438.81 Unrealized +163.9%
MAGELLAN MIDSTREAM PRTNRS LP 1.9%
Value $19.29M Shares 454,400 Est. Cost $49.69 Unrealized
EBAY EBAY INC. 1.8%
Value $17.72M Shares 352,600 Est. Cost $30.77 Unrealized +51.7%
TJX TJX COS INC NEW 1.6%
Value $16.11M Shares 235,890 Est. Cost $42.39 Unrealized +33.2%
GEN NORTONLIFELOCK INC 1.5%
Value $15.59M Shares 750,000 Est. Cost $12.38 Unrealized +46.4%
LKQ LKQ CORP 1.1%
Value $11.28M Shares 320,021 Est. Cost $25.66 Unrealized +19.7%
LE LANDS END INC NEW 0.9%
Value $8.877M Shares 411,555 Est. Cost $25.89 Unrealized -29.0%
SBUX STARBUCKS CORP 0.8%
Value $7.843M Shares 73,314 Est. Cost $48.83 Unrealized +74.4%
SYY SYSCO CORP 0.7%
Value $6.998M Shares 94,237 Est. Cost $45.45 Unrealized +32.1%
INTC INTEL CORP 0.7%
Value $6.921M Shares 138,923 Est. Cost $30.77 Unrealized +43.1%
KO COCA COLA CO 0.7%
Value $6.826M Shares 124,466 Est. Cost $34.58 Unrealized +28.0%
CSCO CISCO SYS INC 0.7%
Value $6.826M Shares 152,546 Est. Cost $23.44 Unrealized +50.5%
MMM 3M CO 0.7%
Value $6.805M Shares 38,935 Est. Cost $103.35 Unrealized +13.7%
WMT WALMART INC 0.7%
Value $6.696M Shares 46,450 Est. Cost $40.91 Unrealized +10.6%
PEP PEPSICO INC 0.7%
Value $6.661M Shares 44,917 Est. Cost $72.45 Unrealized +67.3%
MCD MCDONALDS CORP 0.7%
Value $6.654M Shares 31,008 Est. Cost $99.08 Unrealized +95.0%
CL COLGATE PALMOLIVE CO 0.7%
Value $6.625M Shares 77,480 Est. Cost $69.09 Unrealized +6.3%
LMT LOCKHEED MARTIN CORP 0.6%
Value $6.353M Shares 17,897 Est. Cost $318.96 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.6%
Value $6.308M Shares 40,082 Est. Cost $78.86 Unrealized +61.7%
GD GENERAL DYNAMICS CORP 0.6%
Value $6.172M Shares 41,474 Est. Cost $130.64 Unrealized 0.0%
UNILEVER PLC 0.6%
Value $6.037M Shares 100,010 Est. Cost $60.36 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value $6.025M Shares 43,305 Est. Cost $66.90 Unrealized +84.1%
CLX CLOROX CO DEL 0.6%
Value $5.612M Shares 27,794 Est. Cost $81.20 Unrealized +117.2%
HD HOME DEPOT INC 0.4%
Value $4.31M Shares 16,225 Est. Cost $155.94 Unrealized +55.5%
HILL INTL INC 0.4%
Value $3.898M Shares 2,030,000 Est. Cost $3.08 Unrealized
AM ANTERO MIDSTREAM CORP 0.4%
Value $3.57M Shares 463,073 Est. Cost $6.23 Unrealized -28.3%
AR ANTERO RESOURCES CORP 0.3%
Value $2.998M Shares 550,000 Est. Cost $21.09 Unrealized -80.5%
AMPY AMPLIFY ENERGY CORP NEW 0.0%
Value $335K Shares 255,512 Est. Cost $4.74 Unrealized -79.1%
WK WORKIVA INC 0.0%
Value $253K Shares 2,761 Est. Cost $70.23 Unrealized 0.0%
SFL SFL CORPORATION LTD 0.0%
Value $235K Shares 37,487 Est. Cost $8.90 Unrealized -22.2%
ZUMZ ZUMIEZ INC 0.0%
Value $228K Shares 6,189 Est. Cost $26.15 Unrealized +28.8%
MC MOELIS & CO 0.0%
Value $225K Shares 4,809 Est. Cost $28.28 Unrealized 0.0%
NTGR NETGEAR INC 0.0%
Value $221K Shares 5,432 Est. Cost $30.35 Unrealized +12.1%
VIRTUSA CORP 0.0%
Value $216K Shares 4,226 Est. Cost $49.22 Unrealized
FORTERRA INC 0.0%
Value $199K Shares 11,546 Est. Cost $11.86 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $185K Shares 13,547 Est. Cost $20.80 Unrealized -52.2%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $179K Shares 14,178 Est. Cost $9.01 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $167K Shares 10,385 Est. Cost $11.76 Unrealized 0.0%
UVE UNIVERSAL INS HLDGS INC 0.0%
Value $165K Shares 10,905 Est. Cost $17.65 Unrealized -20.2%
ATLAS CORP 0.0%
Value $158K Shares 14,567 Est. Cost $10.85 Unrealized
RGP RESOURCES CONNECTION INC 0.0%
Value $157K Shares 12,497 Est. Cost $13.21 Unrealized -9.1%
UMPQUA HLDGS CORP 0.0%
Value $154K Shares 10,146 Est. Cost $15.18 Unrealized
INVESTORS BANCORP INC NEW 0.0%
Value $141K Shares 13,365 Est. Cost $7.96 Unrealized
MOD MODINE MFG CO 0.0%
Value $134K Shares 10,702 Est. Cost $11.10 Unrealized -12.6%
REALOGY HLDGS CORP 0.0%
Value $134K Shares 10,247 Est. Cost $9.44 Unrealized
VRA VERA BRADLEY INC 0.0%
Value $134K Shares 16,803 Est. Cost $7.57 Unrealized 0.0%
NAVI NAVIENT CORPORATION 0.0%
Value $118K Shares 12,003 Est. Cost $13.46 Unrealized -29.4%
DEL TACO RESTAURANTS INC NEW 0.0%
Value $115K Shares 12,666 Est. Cost $9.08 Unrealized
DHT DHT HOLDINGS INC 0.0%
Value $107K Shares 20,425 Est. Cost $3.81 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value $105K Shares 16,406 Est. Cost $5.68 Unrealized
SANDSTORM GOLD LTD 0.0%
Value $94,000 Shares 13,154 Est. Cost $7.15 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value $93,000 Shares 10,966 Est. Cost $7.12 Unrealized -22.4%
MTUS TIMKENSTEEL CORPORATION 0.0%
Value $84,000 Shares 17,928 Est. Cost $4.52 Unrealized 0.0%
CRK COMSTOCK RES INC 0.0%
Value $81,000 Shares 18,483 Est. Cost $5.02 Unrealized -6.6%
CERS CERUS CORP 0.0%
Value $76,000 Shares 10,961 Est. Cost $6.56 Unrealized 0.0%
GOLDEN STAR RES LTD CDA 0.0%
Value $73,000 Shares 19,625 Est. Cost $4.33 Unrealized
TRUECAR INC 0.0%
Value $57,000 Shares 13,570 Est. Cost $4.98 Unrealized