Amerigo Asset Management — Q4 2017 13F Holdings

Name: Amerigo Asset Management — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001641891

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PM	Philip Morris International	Stock-Consumer Staples	32.03%	—	+38.65%
2	USX1	United States Steel CORP	Stock-Other	29.00%	-39.50%	EXIT
3	SKAA	Skechers USA Inc-cl A	Stock-Other	13.98%	—	-41.41%
4	MU	Micron Technology INC	Stock-Tech	13.15%	—	-60.84%
5	P	Everpure Inc-a	Stock-Tech	6.02%	—	—
6	CENX	Century Aluminum Company	Stock-Materials	4.21%	—	+122.95%
7	FITEUR	Fitbit INC - A	Stock-Other	1.59%	—	—

Position changes disclosed by Amerigo Asset Management for the quarter ending Q4 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	USX1	United States Steel CORP	+13.8%	+12.80%	Add
2	PM	Philip Morris International	+12.4%	+38.65%	Add
3	CENX	Century Aluminum Company	+2.9%	+122.95%	Add
4	SKAA	Skechers USA Inc-cl A	+1.2%	-41.41%	Trim
5	FITEUR	Fitbit INC - A	0%	—	Unchanged
6	MU	Micron Technology INC	-12.9%	-60.84%	Trim
7	TWTRUSD	Twitter INC	—	EXIT	Sold out
8	WDC	Western Digital CORP	—	EXIT	Sold out
9	P	Everpure Inc-a	—	NEW	New buy
10	RHT1EUR	Red Hat INC	—	EXIT	Sold out
11	✓	Cmb Tech NV	—	EXIT	Sold out
12	DHT	DHT Holdings, Inc.	—	EXIT	Sold out
13	FRO	Frontline plc	—	EXIT	Sold out
14	SKMEUR	Sk Telecom Co Ltd-spon Adr	—	EXIT	Sold out
15	✓	Gener8 Maritime INC	—	EXIT	Sold out