Petrus Trust Company, LTA Quant / Systematic

CIK: 0001473429 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $947,214 (100.0% shares, 0.0% debt)

Holdings (82)

GOOG ALPHABET INC 7.4%
Value ($000) $69,638 Shares 27,785 Est. Cost $57.37 Unrealized +106.2%
MSFT MICROSOFT CORP 6.1%
Value ($000) $57,678 Shares 212,912 Est. Cost $121.18 Unrealized +102.0%
SPY SPDR S&P 500 ETF TR 5.0%
Value ($000) $47,092 Shares 110,012 Est. Cost $268.17 Unrealized
CRM SALESFORCE COM INC 4.6%
Value ($000) $43,309 Shares 177,300 Est. Cost $174.97 Unrealized +30.1%
META FACEBOOK INC 4.1%
Value ($000) $38,827 Shares 111,665 Est. Cost $181.29 Unrealized +75.7%
ADP AUTOMATIC DATA PROCESSING IN 4.1%
Value ($000) $38,690 Shares 194,792 Est. Cost $125.17 Unrealized +40.8%
PACK RANPAK HOLDINGS CORP 4.1%
Value ($000) $38,561 Shares 1,540,604 Est. Cost $6.41 Unrealized +227.7%
MA MASTERCARD INCORPORATED 3.9%
Value ($000) $36,732 Shares 100,610 Est. Cost $287.82 Unrealized +25.9%
UNH UNITEDHEALTH GROUP INC 3.9%
Value ($000) $36,610 Shares 91,425 Est. Cost $223.69 Unrealized +65.0%
DIS DISNEY WALT CO 3.7%
Value ($000) $35,154 Shares 200,000 Est. Cost $123.91 Unrealized +41.8%
PGR PROGRESSIVE CORP 3.6%
Value ($000) $33,784 Shares 344,000 Est. Cost $55.57 Unrealized +59.2%
FLEETCOR TECHNOLOGIES INC 3.3%
Value ($000) $31,367 Shares 122,500 Est. Cost $194.53 Unrealized
BKNG BOOKING HOLDINGS INC 3.3%
Value ($000) $30,852 Shares 14,100 Est. Cost $1813.97 Unrealized +26.6%
EPD ENTERPRISE PRODS PARTNERS L 2.9%
Value ($000) $27,267 Shares 1,130,004 Est. Cost $21.63 Unrealized
GRACE W R & CO DEL NEW 2.9%
Value ($000) $27,079 Shares 391,769 Est. Cost $40.91 Unrealized
AZO AUTOZONE INC 2.9%
Value ($000) $27,009 Shares 18,100 Est. Cost $438.81 Unrealized +230.4%
FIS FIDELITY NATL INFORMATION SV 2.8%
Value ($000) $26,917 Shares 190,000 Est. Cost $122.30 Unrealized +9.0%
MAGELLAN MIDSTREAM PRTNRS LP 2.3%
Value ($000) $22,225 Shares 454,400 Est. Cost $49.69 Unrealized
EBAY EBAY INC. 2.2%
Value ($000) $21,105 Shares 300,600 Est. Cost $30.77 Unrealized +87.6%
GEN NORTONLIFELOCK INC 2.2%
Value ($000) $20,603 Shares 756,905 Est. Cost $12.38 Unrealized +82.6%
CM LIFE SCIENCES III INC 2.1%
Value ($000) $20,258 Shares 1,850,000 Est. Cost $10.95 Unrealized
AJAX I 1.8%
Value ($000) $16,725 Shares 1,679,258 Est. Cost $9.96 Unrealized
TJX TJX COS INC NEW 1.7%
Value ($000) $15,940 Shares 236,421 Est. Cost $42.39 Unrealized +50.2%
LE LANDS END INC NEW 1.6%
Value ($000) $15,435 Shares 376,000 Est. Cost $25.89 Unrealized +5.5%
NEW RELIC INC 1.6%
Value ($000) $14,816 Shares 221,235 Est. Cost $66.97 Unrealized
CRI CARTERS INC 1.4%
Value ($000) $13,515 Shares 131,000 Est. Cost $72.01 Unrealized +17.4%
LQD ISHARES TR 1.3%
Value ($000) $12,227 Shares 91,000 Est. Cost $125.55 Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $8,085 Shares 152,546 Est. Cost $23.44 Unrealized +95.6%
MMM 3M CO 0.8%
Value ($000) $7,818 Shares 39,362 Est. Cost $103.73 Unrealized +35.4%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $7,808 Shares 41,474 Est. Cost $130.64 Unrealized +30.8%
SBUX STARBUCKS CORP 0.8%
Value ($000) $7,265 Shares 64,973 Est. Cost $48.83 Unrealized +108.2%
MCD MCDONALDS CORP 0.8%
Value ($000) $7,206 Shares 31,194 Est. Cost $99.08 Unrealized +111.2%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $7,186 Shares 18,993 Est. Cost $317.71 Unrealized +6.6%
INTC INTEL CORP 0.8%
Value ($000) $7,139 Shares 127,170 Est. Cost $33.89 Unrealized +58.1%
UNILEVER PLC 0.7%
Value ($000) $6,817 Shares 116,535 Est. Cost $59.72 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $6,767 Shares 125,055 Est. Cost $34.58 Unrealized +36.7%
PEP PEPSICO INC 0.7%
Value ($000) $6,704 Shares 45,248 Est. Cost $72.45 Unrealized +74.1%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $6,639 Shares 40,299 Est. Cost $78.86 Unrealized +83.8%
WMT WALMART INC 0.7%
Value ($000) $6,550 Shares 46,450 Est. Cost $40.91 Unrealized +7.1%
SYY SYSCO CORP 0.7%
Value ($000) $6,438 Shares 82,801 Est. Cost $45.45 Unrealized +56.9%
CL COLGATE PALMOLIVE CO 0.7%
Value ($000) $6,358 Shares 78,155 Est. Cost $69.10 Unrealized +6.3%
CLX CLOROX CO DEL 0.7%
Value ($000) $6,206 Shares 34,496 Est. Cost $97.48 Unrealized +61.5%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,843 Shares 43,305 Est. Cost $66.90 Unrealized +80.5%
HD HOME DEPOT INC 0.5%
Value ($000) $5,102 Shares 16,000 Est. Cost $155.94 Unrealized +82.0%
HILL INTL INC 0.3%
Value ($000) $3,310 Shares 1,329,481 Est. Cost $3.08 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $800 Shares 16,251 Est. Cost $25.66 Unrealized +67.2%
ZENDESK INC 0.0%
Value ($000) $350 Shares 2,428 Est. Cost $144.15 Unrealized
WK WORKIVA INC 0.0%
Value ($000) $325 Shares 2,923 Est. Cost $73.89 Unrealized +31.4%
HEARTLAND FINL USA INC 0.0%
Value ($000) $298 Shares 6,338 Est. Cost $47.02 Unrealized
WLK WESTLAKE CHEM CORP 0.0%
Value ($000) $283 Shares 3,137 Est. Cost $90.14 Unrealized 0.0%
GIII G III APPAREL GROUP LTD 0.0%
Value ($000) $281 Shares 8,561 Est. Cost $32.26 Unrealized 0.0%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $258 Shares 14,672 Est. Cost $18.92 Unrealized 0.0%
VRNS VARONIS SYS INC 0.0%
Value ($000) $253 Shares 4,383 Est. Cost $52.06 Unrealized 0.0%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $252 Shares 2,456 Est. Cost $100.09 Unrealized 0.0%
ATLASSIAN CORP PLC 0.0%
Value ($000) $248 Shares 967 Est. Cost $256.46 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $245 Shares 1,132 Est. Cost $190.14 Unrealized 0.0%
XPO XPO LOGISTICS INC 0.0%
Value ($000) $241 Shares 1,723 Est. Cost $48.84 Unrealized 0.0%
OXM OXFORD INDS INC 0.0%
Value ($000) $240 Shares 2,427 Est. Cost $93.85 Unrealized 0.0%
NTNX NUTANIX INC 0.0%
Value ($000) $236 Shares 6,162 Est. Cost $31.15 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $236 Shares 24,603 Est. Cost $6.43 Unrealized +19.3%
VIACOMCBS INC 0.0%
Value ($000) $235 Shares 5,197 Est. Cost $45.22 Unrealized
GTES GATES INDUSTRIAL CORPRATIN P 0.0%
Value ($000) $231 Shares 12,782 Est. Cost $17.49 Unrealized 0.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $226 Shares 4,010 Est. Cost $61.34 Unrealized 0.0%
BYD BOYD GAMING CORP 0.0%
Value ($000) $226 Shares 3,679 Est. Cost $60.52 Unrealized 0.0%
CRK COMSTOCK RES INC 0.0%
Value ($000) $221 Shares 33,170 Est. Cost $5.46 Unrealized 0.0%
TNC TENNANT CO 0.0%
Value ($000) $219 Shares 2,745 Est. Cost $76.69 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $217 Shares 3,589 Est. Cost $52.29 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $215 Shares 369 Est. Cost $521.54 Unrealized 0.0%
TLYS TILLYS INC 0.0%
Value ($000) $214 Shares 13,378 Est. Cost $9.88 Unrealized +21.0%
2U INC 0.0%
Value ($000) $213 Shares 5,100 Est. Cost $41.76 Unrealized
BUSE FIRST BUSEY CORP 0.0%
Value ($000) $211 Shares 8,550 Est. Cost $21.10 Unrealized 0.0%
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $205 Shares 6,922 Est. Cost $32.53 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $205 Shares 942 Est. Cost $211.85 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $190 Shares 10,426 Est. Cost $13.72 Unrealized 0.0%
REV GROUP INC 0.0%
Value ($000) $164 Shares 10,475 Est. Cost $15.66 Unrealized
ZYNGA INC 0.0%
Value ($000) $163 Shares 15,322 Est. Cost $10.64 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $160 Shares 14,537 Est. Cost $11.01 Unrealized
CMBT EURONAV NV 0.0%
Value ($000) $123 Shares 13,154 Est. Cost $5.35 Unrealized 0.0%
AROC ARCHROCK INC 0.0%
Value ($000) $120 Shares 13,510 Est. Cost $7.34 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $114 Shares 17,477 Est. Cost $5.71 Unrealized
CRESCENT PT ENERGY CORP 0.0%
Value ($000) $70 Shares 15,514 Est. Cost $4.26 Unrealized
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $70 Shares 10,411 Est. Cost $6.52 Unrealized 0.0%