ASHLER CAPITAL LLC
Latest 13F filing data - Q4 2018
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIG | 3.09M | $21.48M |
 | ATI | 3.06M | $66.64M |
 | FLR | 2.76M | $88.78M |
 | CAT | 797K | $101.29M |
 | PNR | 700K | $26.44M |
 | MSM | 661K | $50.82M |
 | UNP | 659K | $91.12M |
 | NSC | 658K | $98.40M |
 | SAIC | 604K | $38.50M |
 | UAL | 548K | $45.90M |
 | DAL | 446K | $22.27M |
 | OC | 438K | $19.27M |
 | CHRW | 365K | $30.67M |
 | AME | 316K | $21.39M |
 | ITW | 269K | $34.07M |
 | MLM | 228K | $39.20M |
 | J | 208K | $12.14M |
 | LMT | 202K | $52.77M |
 | BA | 136K | $43.70M |
 | RIO | 94K | $4.54M |
Transocean Ltd.
RIG
Shares Held
3.09M
Value
$21.48M
ATI Inc.
ATI
Shares Held
3.06M
Value
$66.64M
Fluor Corporation
FLR
Shares Held
2.76M
Value
$88.78M
Caterpillar Inc.
CAT
Shares Held
797K
Value
$101.29M
Pentair plc
PNR
Shares Held
700K
Value
$26.44M
MSC Industrial Direct Co., Inc.
MSM
Shares Held
661K
Value
$50.82M
Union Pacific Corporation
UNP
Shares Held
659K
Value
$91.12M
Norfolk Southern Corporation
NSC
Shares Held
658K
Value
$98.40M
Science Applications International Corporation
SAIC
Shares Held
604K
Value
$38.50M
United Airlines Holdings, Inc.
UAL
Shares Held
548K
Value
$45.90M
Delta Air Lines, Inc.
DAL
Shares Held
446K
Value
$22.27M
Owens Corning
OC
Shares Held
438K
Value
$19.27M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
365K
Value
$30.67M
AMETEK, Inc.
AME
Shares Held
316K
Value
$21.39M
Illinois Tool Works Inc.
ITW
Shares Held
269K
Value
$34.07M
Martin Marietta Materials, Inc.
MLM
Shares Held
228K
Value
$39.20M
Jacobs Solutions Inc.
J
Shares Held
208K
Value
$12.14M
Lockheed Martin Corporation
LMT
Shares Held
202K
Value
$52.77M
The Boeing Company
BA
Shares Held
136K
Value
$43.70M
Rio Tinto Group
RIO
Shares Held
94K
Value
$4.54M