Stock Taper 
CGM TRUST
Latest 13F filing data - Q3 2020
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 STAG Industrial, Inc. | STAG | 340K | $10.37M |
 American Homes 4 Rent | AMH | 350K | $9.97M |
 DICK'S Sporting Goods, Inc. | DKS | 475K | $27.49M |
 First Industrial Realty Trust, Inc. | FR | 500K | $19.9M |
 PulteGroup, Inc. | PHM | 535K | $24.77M |
 Nutrien Ltd. | NTR | 550K | $21.58M |
 Meritage Homes Corporation | MTH | 620K | $68.44M |
 Gold Fields Limited | GFI | 800K | $9.83M |
 Freeport-McMoRan Inc. | FCX | 800K | $12.51M |
 Lennar Corporation | LEN | 805K | $65.75M |
 Signet Jewelers Limited | SIG | 810K | $15.15M |
 D.R. Horton, Inc. | DHI | 880K | $66.55M |
 Toll Brothers, Inc. | TOL | 930K | $45.25M |
 Teck Resources Limited | TECK | 1.1M | $15.31M |
| TM TAYLOR MORRISON HOME CORP | TMHC | 1.21M | $29.75M |
 Tapestry, Inc. | TPR | 1.31M | $20.55M |
 Companhia Siderúrgica Nacional | SID | 9.4M | $27.64M |