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13F-HR filed by Anchor Bolt Capital, LP

Anchor Bolt Capital, LP filed this 13F-HR for the quarter ended 2014-03-31, filed 2014-05-15, with 82 holding rows worth $849,866,000.

Accession
0000919574-14-003252
Filed
2014-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2014

A holdings report, 82 entries on the cover page, a total value of $849,866,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $849,873,000 with VALUE read as thousands by filing date, 13F file number 028-15307. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CHENIERE ENERGY INC COM NEW16411R208Stock554,100$30,669,000thousands by filing datecall
CHENIERE ENERGY INC COM NEW16411R208Stock522,508$28,921,000thousands by filing date
AMERICAN AIRLINES GROUP INC COM02376R102Stock757,868$27,738,000thousands by filing date
CF INDUSTRIES HOLD COM125269100Stock101,060$26,340,000thousands by filing date
EOG RES INC COM26875P101Stock122,561$24,043,000thousands by filing date
VALERO ENERGY CORP COM91913Y100Stock450,845$23,940,000thousands by filing date
MOSAIC CO COM61945C103Stock462,966$23,148,000thousands by filing date
GRAPHIC PACKAGING HLDG CO COM388689101Stock2,067,001$21,001,000thousands by filing date
MOSAIC CO COM61945C103Stock403,800$20,190,000thousands by filing datecall
LEAR CORP COM NEW521865204Stock222,707$18,645,000thousands by filing date
NOBLE ENERGY INC655044105COM256,181$18,199,000thousands by filing date
UNITED RENTALS INC COM911363109Stock190,783$18,113,000thousands by filing date
DELPHI AUTOMOTIVE PLCG27823106COMMON STOCK-FO266,218$18,066,000thousands by filing date
Rentech Nitrogen Partners, LP760113100LTD942,200$17,534,000thousands by filing datecall
TESORO CORP881609101COM340,870$17,245,000thousands by filing date
TRINITY INDS INC896522109COM239,232$17,241,000thousands by filing date
DELTA AIR LINES INC COM NEW247361702Stock484,819$16,799,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock487,702$16,787,000thousands by filing date
SWIFT TRANSPORTATION CO87074U101COM648,182$16,043,000thousands by filing date
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock174,158$15,490,000thousands by filing date
ATWOOD OCEANICS INC050095108COM292,147$14,721,000thousands by filing date
CONTINENTAL RES INC212015101COM114,415$14,218,000thousands by filing date
EQT CORP COM26884L109Stock144,694$14,031,000thousands by filing date
UNITED STATES STL CORP NEW912909108COM498,505$13,764,000thousands by filing date
FREEPORT MCMORAN INC CL B35671D857Stock397,454$13,144,000thousands by filing date
Honeywell Technologies438516106COM140,747$13,056,000thousands by filing date
FORD MTR CO COM345370860Stock811,907$12,666,000thousands by filing date
Union Pacific Corporation907818108COM66,506$12,481,000thousands by filing date
Deere & Company244199105COM117,970$10,712,000thousands by filing date
COPA HOLDINGS SAP31076105CL A73,620$10,689,000thousands by filing date
ROWAN COMPANIES PLCG7665A101SHS CL A314,159$10,581,000thousands by filing date
HESS CORP42809H107COM127,315$10,552,000thousands by filing date
HORNBECK OFFSHORE SVCS INC N440543106COM250,448$10,471,000thousands by filing date
UNITED TECHNOLOGIES CORP913017109COM82,550$9,645,000thousands by filing date
PBF ENERGY INC69318G106CL A371,463$9,584,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock270,500$9,311,000thousands by filing datecall
CHORD ENERGY CORPORATION674215108COMMON STOCK222,875$9,301,000thousands by filing date
COOPER TIRE & RUBR CO216831107COM379,792$9,229,000thousands by filing date
FREEPORT MCMORAN INC CL B35671D857Stock269,200$8,902,000thousands by filing datecall
DANA INC235825205COM378,181$8,800,000thousands by filing date
CLOUD PEAK ENERGY INC18911Q102COM412,004$8,710,000thousands by filing date
HALLIBURTON CO COM406216101Stock139,446$8,212,000thousands by filing date
CONSTELLIUM NV-CLASS AN22035104CL A272,999$8,013,000thousands by filing date
CHICAGO BRIDGE & IRON CO NV167250109N Y REGISTRY SH91,072$7,937,000thousands by filing date
GOODYEAR TIRE & RUBBER CO382550101COM301,615$7,881,000thousands by filing date
STEEL DYNAMICS INC COM858119100Stock441,687$7,858,000thousands by filing date
DAUCH CORP024061103COM411,099$7,614,000thousands by filing date
TENNECO INC880349105COM130,752$7,593,000thousands by filing date
H&E EQUIPMENT SERVICES INC404030108COM183,714$7,431,000thousands by filing date
VISTEON CORP92839U206COM NEW83,990$7,428,000thousands by filing date
WHIRLPOOL CORP COM963320106Stock44,461$6,645,000thousands by filing date
TEREX CORP NEW COM880779103Stock138,320$6,128,000thousands by filing date
ELDORADO GOLD CORP NEW284902103COM1,091,959$6,093,000thousands by filing date
CAESARSTONE LTDM20598104ORD SHS109,870$5,975,000thousands by filing date
DELEK US HOLDINGS INC246647101COMMON STOCK203,724$5,916,000thousands by filing date
CUMMINS INC COM231021106Stock39,147$5,833,000thousands by filing date
EAGLE MATLS INC COM26969P108Stock62,640$5,554,000thousands by filing date
ROCKET COMPANIES CLA A CLASS A772739207COM52,226$5,513,000thousands by filing date
AK STEEL HOLDING CORP001547108COM748,844$5,407,000thousands by filing date
PDC ENERGY INC69327R101COM84,327$5,250,000thousands by filing date
AGCO CORP001084102COM91,456$5,045,000thousands by filing date
TIMKEN CO887389104COM73,767$4,336,000thousands by filing date
PACCAR INC COM693718108Stock63,265$4,267,000thousands by filing date
CHART INDS INC16115Q308COM52,258$4,152,000thousands by filing date
GOLDCORP INC NEW380956409COM161,282$3,948,000thousands by filing date
ROCKWELL AUTOMATION INC COM773903109Stock31,543$3,929,000thousands by filing date
MERITOR INC59001K100COMMON STOCK313,249$3,837,000thousands by filing date
KAPSTONE PAPER AND PACKAGING C48562P103COM130,454$3,762,000thousands by filing date
SPIRIT AIRLS INC848577102COM62,070$3,687,000thousands by filing date
INGERSOLL-RAND PLCG47791101SHS60,188$3,445,000thousands by filing date
PRECISION DRILLING CORP74022D308COM 2010285,161$3,413,000thousands by filing date
Schlumberger Limited806857108COM34,737$3,387,000thousands by filing date
ANADARKO PETROLEUM CORP032511107COM37,595$3,187,000thousands by filing date
HUNT J B TRANS SVCS INC COM445658107Stock42,474$3,055,000thousands by filing date
HONDA MOTOR CO LTD ADR ECH CNV IN 3438128308ADR85,133$3,009,000thousands by filing date
ESTERLINE TECHNOLOGIES CORP297425100COM26,918$2,868,000thousands by filing date
AURICO GOLD INC05155C105COMMON STOCK-FO606,850$2,640,000thousands by filing date
GOLD FIELDS LTD SPONSORED ADR38059T106ADR665,501$2,456,000thousands by filing date
ENSCO PLCG3157S106SHS CLASS A39,240$2,071,000thousands by filing date
PLATINUM GROUP METALS LTD72765Q205COMM STK2,018,715$2,039,000thousands by filing date
AXIALL CORP05463D100COM30,433$1,367,000thousands by filing date
AK STEEL HOLDING CORP001547108COM134,600$972,000thousands by filing datecall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-14-003252this filing2014-05-15acceptance time not in the bulk data set