PERKINS INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2017
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GPK | 6.81M | $87.59M |
 | SBH | 4.77M | $97.42M |
 | TRN | 4.24M | $112.57M |
 | MFA | 3.78M | $30.54M |
 | VVV | 3.54M | $86.98M |
 | CAG | 2.88M | $116.02M |
 | IVZ | 2.85M | $87.45M |
 | TUSK | 2.81M | $60.46M |
 | BWXT | 2.76M | $131.34M |
 | THR | 2.52M | $52.56M |
 | SSD | 2.42M | $104.23M |
 | HTLD | 2.29M | $45.84M |
 | LNT | 2.17M | $85.88M |
 | PFE | 2.16M | $74.04M |
 | FHB | 2.16M | $64.68M |
 | DAN | 2.10M | $40.57M |
 | SNPS | 2.07M | $149.39M |
 | NOMD | 2.01M | $23.04M |
 | CCK | 1.99M | $105.12M |
 | VSH | 1.93M | $31.82M |
Graphic Packaging Holding Company
GPK
Shares Held
6.81M
Value
$87.59M
Sally Beauty Holdings, Inc.
SBH
Shares Held
4.77M
Value
$97.42M
Trinity Industries, Inc.
TRN
Shares Held
4.24M
Value
$112.57M
MFA Financial, Inc.
MFA
Shares Held
3.78M
Value
$30.54M
Valvoline Inc.
VVV
Shares Held
3.54M
Value
$86.98M
Conagra Brands, Inc.
CAG
Shares Held
2.88M
Value
$116.02M
Invesco Ltd.
IVZ
Shares Held
2.85M
Value
$87.45M
Mammoth Energy Services, Inc.
TUSK
Shares Held
2.81M
Value
$60.46M
BWX Technologies, Inc.
BWXT
Shares Held
2.76M
Value
$131.34M
Thermon Group Holdings, Inc.
THR
Shares Held
2.52M
Value
$52.56M
Simpson Manufacturing Co., Inc.
SSD
Shares Held
2.42M
Value
$104.23M
Heartland Express, Inc.
HTLD
Shares Held
2.29M
Value
$45.84M
Alliant Energy Corporation
LNT
Shares Held
2.17M
Value
$85.88M
Pfizer Inc.
PFE
Shares Held
2.16M
Value
$74.04M
First Hawaiian, Inc.
FHB
Shares Held
2.16M
Value
$64.68M
Dana Incorporated
DAN
Shares Held
2.10M
Value
$40.57M
Synopsys, Inc.
SNPS
Shares Held
2.07M
Value
$149.39M
Nomad Foods Limited
NOMD
Shares Held
2.01M
Value
$23.04M
Crown Holdings, Inc.
CCK
Shares Held
1.99M
Value
$105.12M
Vishay Intertechnology, Inc.
VSH
Shares Held
1.93M
Value
$31.82M