GIOVINE CAPITAL GROUP LLC
Latest 13F filing data - Q4 2015
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MOS | 54K | $1.49M |
 | WY | 50K | $1.49M |
 | GPK | 47K | $599.00K |
 | LAMR | 46K | $2.73M |
 | SPR | 37K | $1.86M |
 | POST | 36K | $2.25M |
 | PCAR | 34K | $1.61M |
 | IBKR | 26K | $1.15M |
 | ADSK | 26K | $1.58M |
 | LEN | 25K | $1.23M |
 | ENR | 25K | $836.00K |
 | HD | 24K | $3.21M |
 | ZTS | 24K | $1.15M |
 | AAPL | 23K | $2.41M |
 | V | 21K | $1.63M |
 | TMUS | 21K | $821.00K |
 | MA | 21K | $2.02M |
 | ETN | 21K | $1.07M |
 | LOW | 20K | $1.52M |
 | CL | 18K | $1.20M |
The Mosaic Company
MOS
Shares Held
54K
Value
$1.49M
Weyerhaeuser Company
WY
Shares Held
50K
Value
$1.49M
Graphic Packaging Holding Company
GPK
Shares Held
47K
Value
$599.00K
Lamar Advertising Company
LAMR
Shares Held
46K
Value
$2.73M
Spirit AeroSystems Holdings, Inc.
SPR
Shares Held
37K
Value
$1.86M
Post Holdings, Inc.
POST
Shares Held
36K
Value
$2.25M
PACCAR Inc
PCAR
Shares Held
34K
Value
$1.61M
Interactive Brokers Group, Inc.
IBKR
Shares Held
26K
Value
$1.15M
Autodesk, Inc.
ADSK
Shares Held
26K
Value
$1.58M
Lennar Corporation
LEN
Shares Held
25K
Value
$1.23M
Energizer Holdings, Inc.
ENR
Shares Held
25K
Value
$836.00K
The Home Depot, Inc.
HD
Shares Held
24K
Value
$3.21M
Zoetis Inc.
ZTS
Shares Held
24K
Value
$1.15M
Apple Inc.
AAPL
Shares Held
23K
Value
$2.41M
Visa Inc.
V
Shares Held
21K
Value
$1.63M
T-Mobile US, Inc.
TMUS
Shares Held
21K
Value
$821.00K
Mastercard Incorporated
MA
Shares Held
21K
Value
$2.02M
Eaton Corporation plc
ETN
Shares Held
21K
Value
$1.07M
Lowe's Companies, Inc.
LOW
Shares Held
20K
Value
$1.52M
Colgate-Palmolive Company
CL
Shares Held
18K
Value
$1.20M