Davis Selected Advisers Diversified Active

CIK: 0001036325 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value ($000): $24,113,233 (99.8% shares, 0.2% debt)

Holdings (195)

AMZN Amazon.Com, Inc. 6.6%
Value ($000) $1,600,326 Shares 3,126,309 Est. Cost $16.54 Unrealized +52.8%
WFC Wells Fargo & Co. 6.4%
Value ($000) $1,540,352 Shares 29,997,125 Est. Cost $27.36 Unrealized +50.1%
AXP American Express Co. 5.4%
Value ($000) $1,298,751 Shares 17,519,908 Est. Cost $59.62 Unrealized +11.1%
JPM JPMorgan Chase & Co. 4.5%
Value ($000) $1,083,101 Shares 17,764,488 Est. Cost $40.77 Unrealized +21.7%
BK Bank of New York Mellon Corp. 4.2%
Value ($000) $1,003,198 Shares 25,624,463 Est. Cost $21.22 Unrealized +50.8%
BRK/A Berkshire Hathaway Inc., Class A 3.8%
Value ($000) $918,995 Shares 4,707 Est. Cost $165023.42 Unrealized +24.8%
Google Inc. Class C 3.7%
Value ($000) $902,804 Shares 1,483,850 Est. Cost $575.29 Unrealized
United Technologies Corp. 3.3%
Value ($000) $787,350 Shares 8,847,629 Est. Cost $89.12 Unrealized
Express Scripts Holding Co. 3.1%
Value ($000) $741,992 Shares 9,164,920 Est. Cost $66.22 Unrealized
Liberty Global Plc Series C 2.9%
Value ($000) $706,085 Shares 17,213,200 Est. Cost $51.51 Unrealized
Google Inc. Class A 2.9%
Value ($000) $697,821 Shares 1,093,130 Est. Cost $880.37 Unrealized
UNH UnitedHealth Group Inc. 2.7%
Value ($000) $659,681 Shares 5,686,417 Est. Cost $51.13 Unrealized +97.9%
Monsanto Co. 2.6%
Value ($000) $629,207 Shares 7,372,938 Est. Cost $85.34 Unrealized
CTRA Cabot Oil & Gas Corp. 2.6%
Value ($000) $618,976 Shares 28,315,463 Est. Cost $23.34 Unrealized -20.3%
KMX CarMax, Inc. 2.3%
Value ($000) $564,375 Shares 9,514,068 Est. Cost $45.89 Unrealized +36.5%
TXN Texas Instruments, Inc. 2.1%
Value ($000) $495,695 Shares 10,009,992 Est. Cost $25.31 Unrealized +45.1%
Praxair, Inc. 1.9%
Value ($000) $451,622 Shares 4,433,749 Est. Cost $124.28 Unrealized
LVS Las Vegas Sands Corp. 1.9%
Value ($000) $449,076 Shares 11,827,123 Est. Cost $53.28 Unrealized -29.2%
V Visa Inc. Class A 1.9%
Value ($000) $449,034 Shares 6,446,076 Est. Cost $55.96 Unrealized +18.6%
Encana Corporation 1.8%
Value ($000) $445,909 Shares 69,240,590 Est. Cost $14.64 Unrealized
COST Costco Wholesale Corp. 1.8%
Value ($000) $434,718 Shares 3,006,971 Est. Cost $86.56 Unrealized +38.2%
SCHW Charles Schwab Corp. 1.5%
Value ($000) $366,465 Shares 12,831,395 Est. Cost $16.59 Unrealized +70.1%
OXY Occidental Petroleum Corp. 1.5%
Value ($000) $361,293 Shares 5,461,730 Est. Cost $51.32 Unrealized 0.0%
The Priceline Group Inc. 1.5%
Value ($000) $360,343 Shares 291,337 Est. Cost $1014.43 Unrealized
ECL Ecolab Inc. 1.2%
Value ($000) $300,294 Shares 2,736,911 Est. Cost $74.29 Unrealized +34.3%
CFG Citizens Financial Group Inc. 1.2%
Value ($000) $296,451 Shares 12,424,582 Est. Cost $16.44 Unrealized +6.8%
Ace Limited 1.2%
Value ($000) $286,381 Shares 2,769,640 Est. Cost $89.88 Unrealized
MKL Markel Corp. 1.1%
Value ($000) $274,853 Shares 342,769 Est. Cost $537.63 Unrealized +57.4%
MSFT Microsoft Corp. 1.1%
Value ($000) $274,511 Shares 6,202,237 Est. Cost $26.70 Unrealized +45.8%
Johnson Controls, Inc. 1.1%
Value ($000) $271,232 Shares 6,557,837 Est. Cost $41.36 Unrealized
Valeant Pharmaceuticals International 1.1%
Value ($000) $269,197 Shares 1,509,122 Est. Cost $129.80 Unrealized
L Loews Corp. 1.1%
Value ($000) $265,907 Shares 7,357,689 Est. Cost $42.08 Unrealized -15.4%
COF Capital One Financial Corp. 1.1%
Value ($000) $264,218 Shares 3,643,385 Est. Cost $66.57 Unrealized -0.0%
DGX Quest Diagnostics Inc. 1.1%
Value ($000) $258,407 Shares 4,203,791 Est. Cost $46.62 Unrealized +21.9%
ORCL Oracle Corporation 1.0%
Value ($000) $238,876 Shares 6,613,412 Est. Cost $27.58 Unrealized +19.3%
PCAR PACCAR Inc. 1.0%
Value ($000) $234,497 Shares 4,494,867 Est. Cost $21.67 Unrealized +24.9%
Laboratory Corporation of America Hldg 0.9%
Value ($000) $220,894 Shares 2,036,449 Est. Cost $98.38 Unrealized
MCO Moody's Corp. 0.8%
Value ($000) $193,937 Shares 1,974,918 Est. Cost $73.12 Unrealized +31.1%
EOG EOG Resources, Inc. 0.7%
Value ($000) $165,266 Shares 2,270,140 Est. Cost $56.65 Unrealized +0.9%
Qihoo 360 Technology Co. ADR 0.7%
Value ($000) $158,145 Shares 3,306,399 Est. Cost $70.29 Unrealized
BRK/B Berkshire Hathaway Inc., Class B 0.6%
Value ($000) $149,192 Shares 1,144,110 Est. Cost $110.02 Unrealized +24.5%
AAP Advanced Auto Parts, Inc. 0.6%
Value ($000) $145,361 Shares 766,953 Est. Cost $133.61 Unrealized +13.5%
Ultra Petroleum Corp 0.5%
Value ($000) $131,768 Shares 20,620,936 Est. Cost $24.00 Unrealized
Soufun Holdings Ltd Class A ADR 0.5%
Value ($000) $124,322 Shares 18,836,617 Est. Cost $14.01 Unrealized
Liberty Interactive Corp QVC Group, Class A 0.4%
Value ($000) $96,204 Shares 3,667,703 Est. Cost $23.18 Unrealized
Wesco Aircraft Holdings, Inc. 0.3%
Value ($000) $80,652 Shares 6,610,849 Est. Cost $19.26 Unrealized
Liberty Ventures Series A 0.3%
Value ($000) $77,815 Shares 1,928,496 Est. Cost $57.87 Unrealized
DEO Diageo PLC - ADR 0.3%
Value ($000) $76,196 Shares 706,893 Est. Cost $114.95 Unrealized
Hunter Douglas N.V. 0.3%
Value ($000) $70,363 Shares 1,653,982 Est. Cost $47.92 Unrealized
Coupons.com, Inc. 0.2%
Value ($000) $47,724 Shares 5,302,613 Est. Cost $13.14 Unrealized
ROK Rockwell Automation Inc. 0.2%
Value ($000) $47,240 Shares 465,561 Est. Cost $93.52 Unrealized -1.2%
IDXX IDEXX Laboratories, Inc. 0.2%
Value ($000) $46,300 Shares 623,573 Est. Cost $62.10 Unrealized +15.3%
JD JD.com Inc ADR 0.2%
Value ($000) $38,099 Shares 1,461,990 Est. Cost $25.95 Unrealized
EG Everest Re Group, Ltd. 0.1%
Value ($000) $35,736 Shares 206,162 Est. Cost $99.45 Unrealized +46.1%
USB US Bancorp 0.1%
Value ($000) $31,025 Shares 756,519 Est. Cost $26.75 Unrealized +11.4%
Liberty Global PLC LiLAC Class C 0.1%
Value ($000) $30,404 Shares 887,980 Est. Cost $34.24 Unrealized
BXP Boston Properties, Inc. 0.1%
Value ($000) $28,223 Shares 238,372 Est. Cost $70.12 Unrealized +11.8%
CyrusOne Inc. 0.1%
Value ($000) $26,866 Shares 822,582 Est. Cost $31.01 Unrealized
MRSH Marsh & McLennan Co. 0.1%
Value ($000) $26,824 Shares 513,670 Est. Cost $38.81 Unrealized +20.4%
SPG Simon Property Group Inc. 0.1%
Value ($000) $24,999 Shares 136,069 Est. Cost $90.16 Unrealized +20.6%
DCT Industrial Trust Inc. 0.1%
Value ($000) $24,942 Shares 740,987 Est. Cost $35.40 Unrealized
GS Goldman Sachs Group Inc. 0.1%
Value ($000) $24,271 Shares 139,682 Est. Cost $120.06 Unrealized +32.3%
AIG American International Group Inc. 0.1%
Value ($000) $24,089 Shares 423,960 Est. Cost $32.57 Unrealized +44.9%
Time Warner Cable Inc. 0.1%
Value ($000) $22,865 Shares 127,476 Est. Cost $140.96 Unrealized
Brookfield Asset Management Inc., Class A 0.1%
Value ($000) $21,701 Shares 690,245 Est. Cost $36.14 Unrealized
VIPS Vipshop Holdings Ltd. ADS 0.1%
Value ($000) $21,498 Shares 1,279,655 Est. Cost $20.25 Unrealized
AKR Acadia Realty Trust 0.1%
Value ($000) $21,418 Shares 712,278 Est. Cost $26.50 Unrealized
KRG Kite Realty Group Trust 0.1%
Value ($000) $20,893 Shares 877,482 Est. Cost $25.55 Unrealized
Liberty TripAdvisor Holdings Inc., Class A 0.1%
Value ($000) $20,864 Shares 941,078 Est. Cost $33.90 Unrealized
VNO Vornado Realty Trust 0.1%
Value ($000) $20,708 Shares 229,016 Est. Cost $87.54 Unrealized
YY Inc. ADR 0.1%
Value ($000) $20,075 Shares 368,080 Est. Cost $70.71 Unrealized
TDG Transdigm Group Inc. 0.1%
Value ($000) $19,607 Shares 92,306 Est. Cost $79.41 Unrealized +80.1%
Tyson Foods Inc 4.75 07/15/17 0.1%
Value ($000) $19,223 Shares 375,000 Est. Cost $50.78 Unrealized
Chubb Corp. 0.1%
Value ($000) $19,077 Shares 155,539 Est. Cost $103.47 Unrealized
TRNO Terreno Realty Corp. 0.1%
Value ($000) $19,002 Shares 967,502 Est. Cost $19.90 Unrealized
Liberty Property Trust 0.1%
Value ($000) $17,927 Shares 568,937 Est. Cost $36.20 Unrealized
Post Properties Inc. 0.1%
Value ($000) $17,875 Shares 306,648 Est. Cost $51.36 Unrealized
VTR Ventas, Inc. 0.1%
Value ($000) $17,846 Shares 318,341 Est. Cost $46.35 Unrealized -10.4%
Angie's List Inc. 0.1%
Value ($000) $17,666 Shares 3,505,110 Est. Cost $15.70 Unrealized
Intel Corp 3.25% 8/1/39 0.1%
Value ($000) $17,428 Shares 11,551,000 Est. Cost $1.31 Unrealized
American Campus Communities Inc. 0.1%
Value ($000) $17,005 Shares 469,222 Est. Cost $37.92 Unrealized
American Residential Properties, Inc. 0.1%
Value ($000) $16,908 Shares 979,046 Est. Cost $17.90 Unrealized
Youku Tudou Inc. ADR 0.1%
Value ($000) $16,479 Shares 934,723 Est. Cost $22.41 Unrealized
FR First Industrial Realty Trust, Inc. 0.1%
Value ($000) $15,526 Shares 741,089 Est. Cost $20.65 Unrealized
McGraw Hill Financial, Inc. 0.1%
Value ($000) $15,479 Shares 178,950 Est. Cost $88.98 Unrealized
US Steel Corp. Conv. Bond 2.75% 4/1/19 0.1%
Value ($000) $15,355 Shares 15,500,000 Est. Cost $1.07 Unrealized
CatchMark Timber Trust Inc., Class A 0.1%
Value ($000) $15,326 Shares 1,490,811 Est. Cost $10.99 Unrealized
PLD Prologis, Inc. 0.1%
Value ($000) $14,991 Shares 385,360 Est. Cost $30.67 Unrealized -6.1%
MAC Macerich Co. 0.1%
Value ($000) $14,577 Shares 189,751 Est. Cost $74.85 Unrealized
WCC Wesco International, Inc. 0.1%
Value ($000) $13,798 Shares 296,919 Est. Cost $67.10 Unrealized -16.1%
AVB Avalonbay Communities, Inc. 0.1%
Value ($000) $13,745 Shares 78,626 Est. Cost $98.96 Unrealized +20.8%
NKE Nike Inc 0.1%
Value ($000) $13,715 Shares 111,528 Est. Cost $28.37 Unrealized +74.8%
Party City Holdings, Inc. 0.1%
Value ($000) $13,403 Shares 839,236 Est. Cost $18.43 Unrealized
WELL Welltower Inc. 0.1%
Value ($000) $13,214 Shares 195,128 Est. Cost $44.80 Unrealized 0.0%
Education Realty Trust, Inc. 0.1%
Value ($000) $12,865 Shares 390,440 Est. Cost $35.30 Unrealized
Federal Realty Investment Trust 0.1%
Value ($000) $12,758 Shares 93,500 Est. Cost $112.98 Unrealized
TV Grupo Televisa S.A.B. ADR 0.1%
Value ($000) $12,439 Shares 478,058 Est. Cost $26.99 Unrealized
CABO Cable One, Inc. 0.1%
Value ($000) $12,261 Shares 29,234 Est. Cost $366.69 Unrealized 0.0%
ESS Essex Property Trust, Inc. 0.1%
Value ($000) $12,212 Shares 54,659 Est. Cost $111.90 Unrealized +40.4%
LOW Lowes Cos Inc. 0.1%
Value ($000) $12,096 Shares 175,514 Est. Cost $37.07 Unrealized +53.6%
KSS Kohls Corp. 0.1%
Value ($000) $12,058 Shares 260,370 Est. Cost $51.46 Unrealized +9.3%
Cedar Realty Trust Inc. 0.0%
Value ($000) $11,582 Shares 1,865,120 Est. Cost $6.75 Unrealized
CL Colgate-Palmolive Co. 0.0%
Value ($000) $11,551 Shares 182,023 Est. Cost $45.13 Unrealized +13.7%
Waste Connections Inc. 0.0%
Value ($000) $11,497 Shares 236,660 Est. Cost $41.38 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $11,340 Shares 228,581 Est. Cost $35.92 Unrealized +13.5%
BAC Bank of America Corp. 0.0%
Value ($000) $11,279 Shares 723,936 Est. Cost $10.54 Unrealized +27.6%
PWR Quanta Services, Inc. 0.0%
Value ($000) $11,160 Shares 460,970 Est. Cost $27.53 Unrealized -9.3%
Ramco-Gershenson Properties Trust 0.0%
Value ($000) $10,917 Shares 727,295 Est. Cost $16.53 Unrealized
Univar, Inc. 0.0%
Value ($000) $10,652 Shares 586,885 Est. Cost $23.52 Unrealized
Retail Opportunity Investments Corp. 0.0%
Value ($000) $10,615 Shares 641,764 Est. Cost $18.09 Unrealized
NOAH Noah Holdings Ltd. ADS 0.0%
Value ($000) $10,563 Shares 449,684 Est. Cost $23.49 Unrealized
BRX Brixmor Property Group, Inc. 0.0%
Value ($000) $10,450 Shares 445,074 Est. Cost $26.18 Unrealized
Cousins Properties, Inc. 0.0%
Value ($000) $10,259 Shares 1,112,677 Est. Cost $10.49 Unrealized
UHS Universal Health Services, Inc. 0.0%
Value ($000) $10,249 Shares 82,120 Est. Cost $63.78 Unrealized +108.9%
HIW Highwoods Properties Inc. 0.0%
Value ($000) $10,212 Shares 263,541 Est. Cost $42.47 Unrealized
General Electric Co. 0.0%
Value ($000) $10,168 Shares 403,170 Est. Cost $23.64 Unrealized
Grubhub Inc 0.0%
Value ($000) $9,861 Shares 405,148 Est. Cost $34.91 Unrealized
TXT Textron Inc. 0.0%
Value ($000) $9,829 Shares 261,133 Est. Cost $28.08 Unrealized +45.4%
Salesforce.com Inc., 0.25%, 04/01/2018 0.0%
Value ($000) $9,800 Shares 8,000,000 Est. Cost $1.20 Unrealized
LendingClub Corp. 0.0%
Value ($000) $9,526 Shares 720,041 Est. Cost $22.99 Unrealized
MAS Masco Corp. 0.0%
Value ($000) $9,453 Shares 375,420 Est. Cost $15.01 Unrealized +46.6%
EQR Equity Residential 0.0%
Value ($000) $9,392 Shares 125,032 Est. Cost $43.33 Unrealized -0.1%
Biomed Realty Trust, Inc. 0.0%
Value ($000) $9,316 Shares 466,250 Est. Cost $19.98 Unrealized
UDR UDR, Inc. 0.0%
Value ($000) $9,107 Shares 264,117 Est. Cost $22.43 Unrealized +3.2%
Whole Foods Market Inc. 0.0%
Value ($000) $9,012 Shares 284,724 Est. Cost $42.85 Unrealized
AMH American Homes 4 Rent, Class A 0.0%
Value ($000) $8,996 Shares 559,469 Est. Cost $16.82 Unrealized
CCI Crown Castle International Corp. 0.0%
Value ($000) $8,786 Shares 111,393 Est. Cost $54.11 Unrealized -2.7%
DDR Corporation 0.0%
Value ($000) $8,745 Shares 568,604 Est. Cost $18.04 Unrealized
URI United Rentals, Inc. 0.0%
Value ($000) $8,636 Shares 143,806 Est. Cost $100.08 Unrealized -32.8%
CRM Salesforce.com Inc 0.0%
Value ($000) $8,461 Shares 121,862 Est. Cost $46.61 Unrealized +50.3%
DVN Devon Energy Corp. 0.0%
Value ($000) $8,392 Shares 226,271 Est. Cost $37.09 Unrealized -15.0%
Nabors Industries Ltd. 0.0%
Value ($000) $8,149 Shares 862,322 Est. Cost $14.11 Unrealized
RTI International Metals, 1.625%, 10/15/2019 0.0%
Value ($000) $8,147 Shares 7,750,000 Est. Cost $1.12 Unrealized
ARE Alexandria Real Estate Equities, Inc. 0.0%
Value ($000) $8,048 Shares 95,055 Est. Cost $47.62 Unrealized +30.7%
ATI Allegheny Technologies, Inc. 0.0%
Value ($000) $7,889 Shares 556,319 Est. Cost $25.31 Unrealized -20.5%
AMT American Tower Corp. 0.0%
Value ($000) $7,850 Shares 89,225 Est. Cost $72.97 Unrealized +0.0%
Apartment Investment & Management 0.0%
Value ($000) $7,675 Shares 207,320 Est. Cost $39.36 Unrealized
BIDU Baidu, Inc. Class A, ADR 0.0%
Value ($000) $7,667 Shares 55,797 Est. Cost $180.99 Unrealized
ALEX Alexander & Baldwin, Inc. 0.0%
Value ($000) $7,642 Shares 222,616 Est. Cost $39.30 Unrealized
SAP SAP AG ADR 0.0%
Value ($000) $7,424 Shares 114,590 Est. Cost $73.83 Unrealized
AES Trust III,6.75%,10/15/29 0.0%
Value ($000) $7,196 Shares 145,027 Est. Cost $50.50 Unrealized
Hewlett Packard Co. 0.0%
Value ($000) $7,182 Shares 280,425 Est. Cost $24.80 Unrealized
BDN Brandywine Realty Trust 0.0%
Value ($000) $6,902 Shares 560,230 Est. Cost $15.55 Unrealized
Ctrip.com International, Ltd. ADR 0.0%
Value ($000) $6,866 Shares 108,675 Est. Cost $34.43 Unrealized
Fairchild Semiconductor International 0.0%
Value ($000) $6,745 Shares 480,407 Est. Cost $13.93 Unrealized
SHW The Sherwin Williams Co. 0.0%
Value ($000) $6,645 Shares 29,829 Est. Cost $52.88 Unrealized +50.5%
TJX TJX Companies Inc. 0.0%
Value ($000) $6,632 Shares 92,854 Est. Cost $22.68 Unrealized +33.8%
Twenty-First Century Fox Inc Class A 0.0%
Value ($000) $6,328 Shares 234,546 Est. Cost $33.52 Unrealized
EGP Eastgroup Properties, Inc. 0.0%
Value ($000) $5,929 Shares 109,439 Est. Cost $57.71 Unrealized
DRH DiamondRock Hospitality Co. 0.0%
Value ($000) $5,836 Shares 528,171 Est. Cost $14.13 Unrealized
Qihoo 360 Technology Co., 2.5%, 9/15/2018 0.0%
Value ($000) $5,771 Shares 6,000,000 Est. Cost $0.95 Unrealized
IBN ICICI Bank Limited ADR 0.0%
Value ($000) $5,622 Shares 670,875 Est. Cost $16.89 Unrealized
RIG Transocean Ltd. 0.0%
Value ($000) $5,457 Shares 422,356 Est. Cost $42.45 Unrealized -67.3%
INTC Intel Corp. 0.0%
Value ($000) $5,299 Shares 175,822 Est. Cost $17.50 Unrealized +29.3%
NHI National Health Investors, Inc. 0.0%
Value ($000) $5,135 Shares 89,315 Est. Cost $70.11 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $5,124 Shares 348,818 Est. Cost $13.15 Unrealized +12.1%
DuPont Fabros Technology Inc. 0.0%
Value ($000) $4,757 Shares 183,810 Est. Cost $25.88 Unrealized
CBL & Associates Properties, Inc 0.0%
Value ($000) $4,654 Shares 338,460 Est. Cost $13.75 Unrealized
FCX Freeport-McMoRan Copper & Gold, Inc. 0.0%
Value ($000) $4,342 Shares 448,084 Est. Cost $20.99 Unrealized -48.4%
Wells Fargo & Co. Warrants 0.0%
Value ($000) $3,927 Shares 217,100 Est. Cost $14.62 Unrealized
BKD Brookdale Senior Living, Inc. 0.0%
Value ($000) $3,847 Shares 167,543 Est. Cost $36.74 Unrealized -19.6%
IVE iShares S&P 500 Value Index Fund 0.0%
Value ($000) $3,396 Shares 40,419 Est. Cost $84.02 Unrealized
H Hyatt Hotels Corp. Class A 0.0%
Value ($000) $3,134 Shares 66,545 Est. Cost $55.82 Unrealized -7.5%
IBM International Business Machines 0.0%
Value ($000) $2,864 Shares 19,759 Est. Cost $114.37 Unrealized -16.6%
DENTSPLY International, Inc. 0.0%
Value ($000) $2,807 Shares 55,500 Est. Cost $50.58 Unrealized
InterXion Holding NV 0.0%
Value ($000) $2,640 Shares 97,501 Est. Cost $27.65 Unrealized
Forest City Enterprises Inc. Class A 0.0%
Value ($000) $2,436 Shares 121,035 Est. Cost $22.40 Unrealized
A Agilent Technologies, Inc. 0.0%
Value ($000) $2,369 Shares 69,007 Est. Cost $27.97 Unrealized +24.5%
Extended Stay America, Inc. 0.0%
Value ($000) $2,364 Shares 140,859 Est. Cost $19.31 Unrealized
Starwood Hotels & Resorts Worldwide, Inc. 0.0%
Value ($000) $2,196 Shares 33,031 Est. Cost $66.48 Unrealized
Altera Corp. 0.0%
Value ($000) $1,943 Shares 38,800 Est. Cost $33.22 Unrealized
Forest City Ent FCE 5% 10/15/16 0.0%
Value ($000) $1,802 Shares 1,120,000 Est. Cost $1.48 Unrealized
KBR KBR, Inc. 0.0%
Value ($000) $1,754 Shares 105,300 Est. Cost $18.33 Unrealized -17.4%
BLD TopBuild Corp. 0.0%
Value ($000) $1,529 Shares 49,379 Est. Cost $30.95 Unrealized 0.0%
MA Mastercard, Inc. 0.0%
Value ($000) $1,379 Shares 15,300 Est. Cost $71.12 Unrealized +24.2%
58.com Inc ADR 0.0%
Value ($000) $1,073 Shares 22,796 Est. Cost $38.89 Unrealized
Jumei International ADR 0.0%
Value ($000) $958 Shares 97,080 Est. Cost $26.33 Unrealized
REXR Rexford Industrial Realty, Inc. 0.0%
Value ($000) $871 Shares 63,175 Est. Cost $13.79 Unrealized
Jarden Corp. 0.0%
Value ($000) $807 Shares 16,500 Est. Cost $55.29 Unrealized
CNQ Canadian Natural Resources Ltd. 0.0%
Value ($000) $769 Shares 39,557 Est. Cost $8.76 Unrealized -19.3%
RSG Republic Services, Inc. 0.0%
Value ($000) $685 Shares 16,630 Est. Cost $26.37 Unrealized +30.2%
Allergan PLC 0.0%
Value ($000) $571 Shares 2,100 Est. Cost $303.33 Unrealized
KEYS Keysight Technologies, Inc. 0.0%
Value ($000) $435 Shares 14,117 Est. Cost $32.07 Unrealized -2.9%
Tiffany & Co. 0.0%
Value ($000) $386 Shares 5,000 Est. Cost $72.84 Unrealized
AAPL Apple Inc. 0.0%
Value ($000) $363 Shares 3,290 Est. Cost $18.03 Unrealized +45.8%
Precision Castparts Corp. 0.0%
Value ($000) $303 Shares 1,320 Est. Cost $199.87 Unrealized
WRB W.R. Berkley Corp. 0.0%
Value ($000) $276 Shares 5,080 Est. Cost $9.58 Unrealized +35.6%
DIS Disney Walt Holdings 0.0%
Value ($000) $268 Shares 2,619 Est. Cost $56.81 Unrealized +75.6%
BEN Franklin Resources Inc 0.0%
Value ($000) $261 Shares 7,000 Est. Cost $32.74 Unrealized -19.1%
Boardwalk Pipeline Partners 0.0%
Value ($000) $260 Shares 22,090 Est. Cost $13.40 Unrealized
GWW WW Grainger, Inc. 0.0%
Value ($000) $249 Shares 1,160 Est. Cost $204.21 Unrealized -6.9%
UPS United Parcel Service, Inc., Class B 0.0%
Value ($000) $242 Shares 2,456 Est. Cost $57.13 Unrealized +18.7%
APD Air Products & Chemicals, Inc. 0.0%
Value ($000) $227 Shares 1,783 Est. Cost $61.55 Unrealized +59.9%
PGR Progressive Corp. 0.0%
Value ($000) $225 Shares 7,350 Est. Cost $20.09 Unrealized +10.8%
CX Cemex SA ADR 0.0%
Value ($000) $165 Shares 23,540 Est. Cost $10.62 Unrealized