PERKINS INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2017
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXTA | 1.92M | $61.94M |
 | CFG | 1.87M | $64.65M |
 | PTEN | 1.81M | $43.97M |
 | GNRC | 1.79M | $66.77M |
 | WY | 1.51M | $51.38M |
 | ORCL | 1.51M | $67.36M |
 | BANR | 1.49M | $82.95M |
 | OII | 1.47M | $39.79M |
 | WFC | 1.44M | $80.18M |
 | CMP | 1.43M | $97.08M |
 | FUN | 1.37M | $92.64M |
 | WLK | 1.36M | $89.84M |
 | CALM | 1.34M | $49.45M |
 | AME | 1.34M | $72.61M |
 | LAMR | 1.34M | $99.83M |
 | CSX | 1.26M | $58.55M |
 | ELS | 1.25M | $96.67M |
 | DOC | 1.25M | $24.82M |
 | WTFC | 1.25M | $86.31M |
 | GPOR | 1.19M | $20.51M |
Axalta Coating Systems Ltd.
AXTA
Shares Held
1.92M
Value
$61.94M
Citizens Financial Group, Inc.
CFG
Shares Held
1.87M
Value
$64.65M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
1.81M
Value
$43.97M
Generac Holdings Inc.
GNRC
Shares Held
1.79M
Value
$66.77M
Weyerhaeuser Company
WY
Shares Held
1.51M
Value
$51.38M
Oracle Corporation
ORCL
Shares Held
1.51M
Value
$67.36M
Banner Corporation
BANR
Shares Held
1.49M
Value
$82.95M
Oceaneering International, Inc.
OII
Shares Held
1.47M
Value
$39.79M
Wells Fargo & Company
WFC
Shares Held
1.44M
Value
$80.18M
Compass Minerals International, Inc.
CMP
Shares Held
1.43M
Value
$97.08M
Six Flags Entertainment Corporation
FUN
Shares Held
1.37M
Value
$92.64M
Westlake Corporation
WLK
Shares Held
1.36M
Value
$89.84M
Cal-Maine Foods, Inc.
CALM
Shares Held
1.34M
Value
$49.45M
AMETEK, Inc.
AME
Shares Held
1.34M
Value
$72.61M
Lamar Advertising Company
LAMR
Shares Held
1.34M
Value
$99.83M
CSX Corporation
CSX
Shares Held
1.26M
Value
$58.55M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
1.25M
Value
$96.67M
Healthpeak Properties, Inc.
DOC
Shares Held
1.25M
Value
$24.82M
Wintrust Financial Corporation
WTFC
Shares Held
1.25M
Value
$86.31M
Gulfport Energy Corporation
GPOR
Shares Held
1.19M
Value
$20.51M