METATRON CAPITAL SICAV PLC
Latest 13F filing data - Q4 2021
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXP | 39.51M | $1.07B |
 | LII | 36.63M | $648.70M |
 | GTLS | 36.38M | $382.70M |
 | WSO | 33.03M | $688.30M |
 | LAD | 30.28M | $1.91B |
 | DECK | 27.24M | $439.50M |
 | LGIH | 24.27M | $278.00M |
 | RH | 21.47M | $1.19B |
 | CHE | 15.40M | $952.20M |
 | NVR | 3.45M | $827.20M |
 | MSFT | 23K | $7.67M |
 | UNH | 9K | $4.62M |
 | CF | 7K | $481.30K |
 | V | 3K | $736.80K |
 | GOOG | 3K | $8.10M |
 | TMO | 3K | $1.87M |
 | LOW | 3K | $723.70K |
 | WDAY | 2K | $655.60K |
 | IQV | 2K | $677.10K |
 | TW | 2K | $200.20K |
Eagle Materials Inc.
EXP
Shares Held
39.51M
Value
$1.07B
Lennox International Inc.
LII
Shares Held
36.63M
Value
$648.70M
Chart Industries, Inc.
GTLS
Shares Held
36.38M
Value
$382.70M
Watsco, Inc.
WSO
Shares Held
33.03M
Value
$688.30M
Lithia Motors, Inc.
LAD
Shares Held
30.28M
Value
$1.91B
Deckers Outdoor Corporation
DECK
Shares Held
27.24M
Value
$439.50M
LGI Homes, Inc.
LGIH
Shares Held
24.27M
Value
$278.00M
Rh
RH
Shares Held
21.47M
Value
$1.19B
Chemed Corporation
CHE
Shares Held
15.40M
Value
$952.20M
NVR, Inc.
NVR
Shares Held
3.45M
Value
$827.20M
Microsoft Corporation
MSFT
Shares Held
23K
Value
$7.67M
UnitedHealth Group Incorporated
UNH
Shares Held
9K
Value
$4.62M
CF Industries Holdings, Inc.
CF
Shares Held
7K
Value
$481.30K
Visa Inc.
V
Shares Held
3K
Value
$736.80K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$8.10M
Thermo Fisher Scientific Inc.
TMO
Shares Held
3K
Value
$1.87M
Lowe's Companies, Inc.
LOW
Shares Held
3K
Value
$723.70K
Workday, Inc.
WDAY
Shares Held
2K
Value
$655.60K
IQVIA Holdings Inc.
IQV
Shares Held
2K
Value
$677.10K
Tradeweb Markets Inc.
TW
Shares Held
2K
Value
$200.20K