13F-HR filed by Anchor Bolt Capital, LP
Anchor Bolt Capital, LP filed this 13F-HR for the quarter ended 2014-06-30, filed 2014-08-14, with 81 holding rows worth $1,188,855,000.
- Accession
- 0000919574-14-004517
- Filer
- CIK 1542943
- Filed
- 2014-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2014
A holdings report, 81 entries on the cover page, a total value of $1,188,855,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,188,855,000 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 720,013 | $51,625,000 | thousands by filing date | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 946,471 | $40,660,000 | thousands by filing date | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 489,900 | $35,126,000 | thousands by filing date | call |
| MOSAIC CO COM | 61945C103 | Stock | 693,477 | $34,292,000 | thousands by filing date | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 2,884,375 | $33,747,000 | thousands by filing date | |
| EOG RES INC COM | 26875P101 | Stock | 271,760 | $31,758,000 | thousands by filing date | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 804,407 | $31,147,000 | thousands by filing date | |
| LEAR CORP COM NEW | 521865204 | Stock | 340,270 | $30,393,000 | thousands by filing date | |
| TESORO CORP | 881609101 | COM | 492,113 | $28,872,000 | thousands by filing date | |
| UNITED RENTALS INC COM | 911363109 | Stock | 259,102 | $27,136,000 | thousands by filing date | |
| AK STEEL HOLDING CORP | 001547108 | COM | 3,209,100 | $25,544,000 | thousands by filing date | call |
| GENERAL MTRS CO COM | 37045V100 | Stock | 699,292 | $25,384,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 693,639 | $25,318,000 | thousands by filing date | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 103,958 | $25,005,000 | thousands by filing date | |
| NOBLE ENERGY INC | 655044105 | COM | 303,521 | $23,511,000 | thousands by filing date | |
| COOPER TIRE & RUBR CO | 216831107 | COM | 759,726 | $22,792,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 1,282,133 | $22,104,000 | thousands by filing date | |
| TRINITY INDS INC | 896522109 | COM | 505,190 | $22,087,000 | thousands by filing date | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 431,018 | $21,594,000 | thousands by filing date | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 218,980 | $21,383,000 | thousands by filing date | |
| AK STEEL HOLDING CORP | 001547108 | COM | 2,651,899 | $21,109,000 | thousands by filing date | |
| CENTURY ALUM CO | 156431108 | COM | 1,336,154 | $20,951,000 | thousands by filing date | |
| HESS CORP | 42809H107 | COM | 210,096 | $20,776,000 | thousands by filing date | |
| ELDORADO GOLD CORP NEW | 284902103 | COM | 2,620,495 | $20,021,000 | thousands by filing date | |
| CHORD ENERGY CORPORATION | 674215108 | COMMON STOCK | 352,103 | $19,679,000 | thousands by filing date | |
| DELPHI AUTOMOTIVE PLC | G27823106 | COMMON STOCK-FO | 283,961 | $19,519,000 | thousands by filing date | |
| DAUCH CORP | 024061103 | COM | 985,853 | $18,623,000 | thousands by filing date | |
| HORNBECK OFFSHORE SVCS INC N | 440543106 | COM | 377,838 | $17,728,000 | thousands by filing date | |
| DANA INC | 235825205 | COM | 721,151 | $17,611,000 | thousands by filing date | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 965,917 | $17,338,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 175,368 | $16,300,000 | thousands by filing date | |
| MAGNA INTL INC COM | 559222401 | Stock | 145,457 | $15,673,000 | thousands by filing date | |
| CONTINENTAL RES INC | 212015101 | COM | 97,152 | $15,354,000 | thousands by filing date | |
| HALLIBURTON CO COM | 406216101 | Stock | 216,038 | $15,341,000 | thousands by filing date | |
| SWIFT TRANSPORTATION CO | 87074U101 | COM | 604,368 | $15,248,000 | thousands by filing date | |
| TIMKEN CO | 887389104 | COM | 214,220 | $14,533,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 137,114 | $13,677,000 | thousands by filing date | |
| EQT CORP COM | 26884L109 | Stock | 127,892 | $13,672,000 | thousands by filing date | |
| INGERSOLL-RAND PLC | G47791101 | SHS | 203,979 | $12,751,000 | thousands by filing date | |
| ROWAN COMPANIES PLC | G7665A101 | SHS CL A | 397,370 | $12,688,000 | thousands by filing date | |
| CUMMINS INC COM | 231021106 | Stock | 78,685 | $12,140,000 | thousands by filing date | |
| PBF ENERGY INC | 69318G106 | CL A | 441,592 | $11,768,000 | thousands by filing date | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 123,912 | $11,682,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 92,825 | $10,819,000 | thousands by filing date | |
| TRW AUTOMOTIVE HLDGS CORP | 87264S106 | COM | 119,279 | $10,678,000 | thousands by filing date | |
| ATWOOD OCEANICS INC | 050095108 | COM | 196,904 | $10,334,000 | thousands by filing date | |
| KAPSTONE PAPER AND PACKAGING C | 48562P103 | COM | 310,032 | $10,271,000 | thousands by filing date | |
| COPA HOLDINGS SA | P31076105 | CL A | 70,206 | $10,009,000 | thousands by filing date | |
| PRECISION DRILLING CORP | 74022D308 | COM 2010 | 704,971 | $9,982,000 | thousands by filing date | |
| H&E EQUIPMENT SERVICES INC | 404030108 | COM | 268,941 | $9,773,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 257,000 | $9,381,000 | thousands by filing date | call |
| CAESARSTONE LTD | M20598104 | ORD SHS | 190,345 | $9,342,000 | thousands by filing date | |
| GOODYEAR TIRE & RUBBER CO | 382550101 | COM | 333,511 | $9,265,000 | thousands by filing date | |
| TENNECO INC | 880349105 | COM | 139,269 | $9,150,000 | thousands by filing date | |
| TEREX CORP NEW COM | 880779103 | Stock | 205,494 | $8,446,000 | thousands by filing date | |
| PDC ENERGY INC | 69327R101 | COM | 128,429 | $8,110,000 | thousands by filing date | |
| UNITED STATES STL CORP NEW | 912909108 | COM | 309,821 | $8,068,000 | thousands by filing date | |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 67,754 | $7,822,000 | thousands by filing date | |
| CONSTELLIUM NV-CLASS A | N22035104 | CL A | 226,827 | $7,272,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 69,820 | $6,322,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 164,314 | $5,682,000 | thousands by filing date | |
| MERITOR INC | 59001K100 | COMMON STOCK | 426,127 | $5,557,000 | thousands by filing date | |
| ANADARKO PETROLEUM CORP | 032511107 | COM | 50,505 | $5,529,000 | thousands by filing date | |
| OSHKOSH CORP COM | 688239201 | Stock | 93,420 | $5,188,000 | thousands by filing date | |
| PLATINUM GROUP METALS LTD | 72765Q205 | COMM STK | 4,286,147 | $5,059,000 | thousands by filing date | |
| CLOUD PEAK ENERGY INC | 18911Q102 | COM | 261,987 | $4,826,000 | thousands by filing date | |
| GOLDCORP INC NEW | 380956409 | COM | 163,498 | $4,563,000 | thousands by filing date | |
| ALPHA NATURAL RESOURCES INC | 02076X102 | COM | 1,219,244 | $4,523,000 | thousands by filing date | |
| CHICAGO BRIDGE & IRON CO NV | 167250109 | N Y REGISTRY SH | 64,173 | $4,377,000 | thousands by filing date | |
| GOLD FIELDS LTD SPONSORED ADR | 38059T106 | ADR | 1,153,779 | $4,292,000 | thousands by filing date | |
| THOMPSON CREEK METALS CO INC | 884768102 | COMMON STOCK | 1,283,414 | $3,799,000 | thousands by filing date | |
| NAVIGATOR HLDGS LTD SHS | Y62132108 | Stock | 128,343 | $3,771,000 | thousands by filing date | |
| SPIRIT AIRLS INC | 848577102 | COM | 59,192 | $3,743,000 | thousands by filing date | |
| RICE ENERGY INC | 762760106 | COM | 101,542 | $3,092,000 | thousands by filing date | |
| HORNBECK OFFSHORE SVCS INC N | 440543106 | COM | 64,200 | $3,012,000 | thousands by filing date | call |
| ESTERLINE TECHNOLOGIES CORP | 297425100 | COM | 25,668 | $2,955,000 | thousands by filing date | |
| CHART INDS INC | 16115Q308 | COM | 30,910 | $2,557,000 | thousands by filing date | |
| AURICO GOLD INC | 05155C105 | COMMON STOCK-FO | 578,716 | $2,465,000 | thousands by filing date | |
| HUNTSMAN CORP | 447011107 | COM | 68,855 | $1,935,000 | thousands by filing date | |
| CELANESE CORP DEL COM | 150870103 | Stock | 30,058 | $1,932,000 | thousands by filing date | |
| BARRICK GOLD CORP | 067901108 | COM | 70,714 | $1,294,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-14-004517 | this filing | 2014-08-14 | acceptance time not in the bulk data set |