PP

PRECISION PATH CAPITAL, LP

13F
PRECISION PATH CAPITAL, LP
Last update 2019-02-14 16 Stocks (3 new)
Value $233.00 Mil Turnover 70 %
Countries:
Top Holdings: URI(13.19%)UNP(13.04%)CSL(10.13%)NSC(8.66%)DAN(8.01%)
Summary Stock Picks Current Portfolio
PRECISION PATH CAPITAL, LP Top Holdings of 2018-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
URI
United Rentals Inc
300,000
30,759.0
+361.54%
13.190
+10.33%
0.420
+36.95%
+15.27%
52,522.5
Business Services
UNP
Union Pacific Corp
220,000
30,411.0
+423.81%
13.040
+10.55%
0.040
+2.71%
-0.25%
134,354.3
Transportation
CSL
Carlisle Companies Inc
235,000
23,622.0
+683.33%
10.130
+8.84%
0.450
+16.23%
+11.63%
17,716.2
Construction
NSC
Norfolk Southern Corp
135,000
20,188.0
+309.09%
8.660
+6.54%
0.050
+26.62%
+19.24%
62,371.2
Transportation
DAN
Dana Inc
1,370,000
18,673.0
+270.27%
8.010
+5.85%
0.950
+39.61%
+42.98%
2,377.0
Vehicles & Parts
GT
Goodyear Tire & Rubber Co
750,000
15,308.0
+119.94%
6.560
+3.58%
0.270
+9.44%
+18.56%
3,048.5
Vehicles & Parts
LEA
Lear Corp
117,000
14,375.0
New Holding
6.160
+6.16%
0.200
+32.10%
+11.70%
5,560.2
Vehicles & Parts
LECO
Lincoln Electric Holdings Inc
179,000
14,114.0
+411.43%
6.050
+4.87%
0.310
+25.59%
+19.30%
12,392.3
Industrial Products
TT
Trane Technologies PLC
150,000
13,685.0
+63.04%
5.870
+2.27%
0.060
+34.56%
+21.71%
99,762.6
Construction
CAT
Caterpillar Inc
80,000
10,166.0
-24.81%
4.360
-2.74%
0.010
+41.28%
+15.01%
194,574.0
Farm & Heavy Construction Machinery

PRECISION PATH CAPITAL, LP's Historical Top Holdings Breakdowns

PRECISION PATH CAPITAL, LP Total Holding History ($B)

To

PRECISION PATH CAPITAL, LP's Asset Allocation

To

PRECISION PATH CAPITAL, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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PRECISION PATH CAPITAL, LP's Hypothetical Growth since 2018-12-31

PRECISION PATH CAPITAL, LP's Yearly Returns

Year Portfolio % % Excess Gain %

PRECISION PATH CAPITAL, LP's Holdings Heat Map

Size field:

PRECISION PATH CAPITAL, LP's Holdings Bubble Chart

PRECISION PATH CAPITAL, LP News

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