Yg Partners, LLC — Q2 2017 13F保有銘柄

Name: Yg Partners, LLC — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001630409

申告総資産額

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← 最新の四半期に戻る

今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	MIC2EUR	Macquarie Infrastructure Hol	株式-その他	7.98%	-8.80%	EXIT
2	MSGS	Madison Square Garden Sports	株式-通信サービス	7.28%	-6.76%	EXIT
3	VMC	Vulcan Materials Co	株式-素材	6.15%	-5.36%	EXIT
4	CCK	Crown Holdings INC	株式-一般消費財	6.11%	-5.78%	EXIT
5	CLGX	Corelogic INC	株式-その他	6.06%	-7.62%	EXIT
6	CTSH	Cognizant Tech Solutions-a	株式-IT	5.94%	-5.80%	EXIT
7	AXTA	Axalta Coating Systems Ltd.	株式-素材	5.66%	—	-18.33%
8	CNDT	Conduent INC	株式-その他	5.03%	-2.10%	EXIT
9	ICE	Intercontinental Exchange In	株式-金融	5.00%	-1.19%	EXIT
10	MGM	Mgm Resorts International	株式-一般消費財	4.47%	-6.18%	EXIT
11	CABO	Cable One INC	株式-通信サービス	4.23%	-3.97%	EXIT
12	SDA	Sealed Air CORP	株式-一般消費財	3.37%	-3.84%	EXIT
13	SCI	Service CORP International	株式-一般消費財	2.70%	-2.33%	EXIT
14	MGP	Mgm Growth Properties Llc-a	株式-その他	2.41%	-3.04%	EXIT
15	CP	Canadian Pacific Kansa F	株式-資本財	2.41%	-4.35%	EXIT
16	CFG	Citizens Financial Group	株式-金融	2.36%	—	-47.76%
17	FNF	Fidelity National Financial	株式-金融	2.12%	-1.73%	EXIT
18	NOVEUR	National Oilwell Varco INC	株式-その他	2.08%	-2.55%	EXIT
19	IT	Gartner INC	株式-IT	1.83%	-0.77%	EXIT
20	✓	Forest City Realty Trust- A	株式-その他	1.71%	-1.51%	EXIT
21	LDOS	Leidos Holdings INC	株式-IT	1.62%	-2.29%	EXIT
22	✓	Nexeo Solutions Inc	株式-その他	1.43%	-1.48%	EXIT
23	MSGN	Msg Networks Inc- A	株式-その他	1.42%	—	-30.29%
24	✓	Cf CORP Shs	株式-その他	1.38%	-3.08%	EXIT
25	FBIN	Fortune Brands Innovations I	株式-資本財	1.26%	—	-28.34%
26	✓		株式-その他	1.15%	—	-12.49%
27	BALL	Ball CORP	株式-一般消費財	1.13%	—	+104.23%
28	CHTR	Charter Communications Inc-a	株式-通信サービス	1.11%	—	-23.90%
29	AAP	Advance Auto Parts INC	株式-一般消費財	1.01%	—	—
30	ALSN	Allison Transmission Holding	株式-一般消費財	0.86%	—	-65.72%
31	HII	Huntington Ingalls Industrie	株式-資本財	0.77%	—	+1.03%
32	SPB	Spectrum Brands Hldgs INC	株式-その他	0.68%	-2.53%	EXIT
33	STC	Stewart Information Services	株式-その他	0.64%	-2.81%	EXIT
34	FLS	Flowserve CORP	株式-資本財	0.63%	—	+0.16%

今四半期の持株変動

Yg Partners, LLCがQ2 2017時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	VMC	Vulcan Materials Co	+2.6%	+56.60%	増加
2	MIC2EUR	Macquarie Infrastructure Hol	+2.5%	+42.83%	増加
3	CLGX	Corelogic INC	+2.4%	+50.06%	増加
4	CCK	Crown Holdings INC	+1.9%	+23.86%	増加
5	NOVEUR	National Oilwell Varco INC	+0.6%	+63.06%	増加
6	MSGS	Madison Square Garden Sports	+0.6%	+5.87%	増加
7	✓	Nexeo Solutions Inc	+0.4%	+38.91%	増加
8	FNF	Fidelity National Financial	+0.4%	+1.64%	増加
9	CABO	Cable One INC	+0.3%	-9.46%	減少
10	BALL	Ball CORP	+0.2%	+104.23%	増加
11	FLS	Flowserve CORP	—	+0.16%	増加
12	HII	Huntington Ingalls Industrie	0%	+1.03%	増加
13	SCI	Service CORP International	-0.2%	-18.03%	減少
14	CHTR	Charter Communications Inc-a	-0.3%	-23.90%	減少
15	✓		-0.3%	-12.49%	減少
16	FBIN	Fortune Brands Innovations I	-0.3%	-28.34%	減少
17	MGP	Mgm Growth Properties Llc-a	-0.5%	-25.24%	減少
18	MSGN	Msg Networks Inc- A	-0.6%	-30.29%	減少
19	SPB	Spectrum Brands Hldgs INC	-1%	-57.90%	減少
20	AXTA	Axalta Coating Systems Ltd.	-1%	-18.33%	減少
21	MGM	Mgm Resorts International	-1.3%	-34.41%	減少
22	ALSN	Allison Transmission Holding	-1.4%	-65.72%	減少
23	CFG	Citizens Financial Group	-1.9%	-47.76%	減少
24	IT	Gartner INC	-2%	-59.97%	減少
25	ICE	Intercontinental Exchange In	-2%	-38.07%	減少
26	CNDT	Conduent INC	-2.1%	-28.70%	減少
27	LDOS	Leidos Holdings INC	-3.5%	-69.63%	減少
28	CTSH	Cognizant Tech Solutions-a	—	NEW	新規購入
29	SDA	Sealed Air CORP	—	NEW	新規購入
30	KMT	Kennametal INC	—	EXIT	全売却
31	CP	Canadian Pacific Kansa F	—	NEW	新規購入
32	ZTS	Zoetis INC	—	EXIT	全売却
33	✓	Forest City Realty Trust- A	—	NEW	新規購入
34	ENOV	Enovis Corporation	—	EXIT	全売却
35	✓	Cf CORP Shs	—	NEW	新規購入
36	TMUS	T-mobile US INC	—	EXIT	全売却
37	EVTC	Evertec INC	—	EXIT	全売却
38	BFH	Bread Financial Holdings INC	—	EXIT	全売却
39	AAP	Advance Auto Parts INC	—	NEW	新規購入
40	✓		—	EXIT	全売却
41	STC	Stewart Information Services	—	NEW	新規購入