13F-HR filed by Anchor Bolt Capital, LP
Anchor Bolt Capital, LP filed this 13F-HR for the quarter ended 2017-12-31, filed 2018-02-14, with 86 holding rows worth $2,761,265,000.
- Accession
- 0000919574-18-001391
- Filer
- CIK 1542943
- Filed
- 2018-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2017
A holdings report, 86 entries on the cover page, a total value of $2,761,265,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,761,265,000 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 | 1,848,273 | $99,511,000 | thousands by filing date | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 1,677,912 | $93,963,000 | thousands by filing date | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 2,264,525 | $92,823,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 586,349 | $92,397,000 | thousands by filing date | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 1,346,350 | $88,119,000 | thousands by filing date | |
| ANDEAVOR | 03349M105 | COM | 664,170 | $75,941,000 | thousands by filing date | |
| DANA INC | 235825205 | COM | 2,189,971 | $70,101,000 | thousands by filing date | |
| NOBLE ENERGY INC | 655044105 | COM | 2,227,242 | $64,902,000 | thousands by filing date | |
| LEAR CORP COM NEW | 521865204 | Stock | 364,042 | $64,312,000 | thousands by filing date | |
| WESTLAKE CORPORATION | 960413102 | COM | 601,203 | $64,046,000 | thousands by filing date | |
| TYSON FOODS INC CL A | 902494103 | Stock | 781,391 | $63,347,000 | thousands by filing date | |
| CARLISLE COS INC COM | 142339100 | Stock | 547,845 | $62,263,000 | thousands by filing date | |
| OSHKOSH CORP COM | 688239201 | Stock | 668,328 | $60,744,000 | thousands by filing date | |
| TURQUOISE HILL RESOURCES LTD | 900435108 | COMMON STOCK-FO | 17,420,558 | $59,753,000 | thousands by filing date | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 1,365,836 | $59,714,000 | thousands by filing date | |
| HALLIBURTON CO COM | 406216101 | Stock | 1,170,836 | $57,219,000 | thousands by filing date | |
| TIMKEN CO | 887389104 | COM | 1,156,766 | $56,855,000 | thousands by filing date | |
| EOG RES INC COM | 26875P101 | Stock | 486,005 | $52,445,000 | thousands by filing date | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 1,197,829 | $50,956,000 | thousands by filing date | |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 397,099 | $50,658,000 | thousands by filing date | |
| SEALED AIR CORP NEW | 81211K100 | COM | 886,825 | $43,720,000 | thousands by filing date | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 673,250 | $43,472,000 | thousands by filing date | |
| GOLD FIELDS LTD SPONSORED ADR | 38059T106 | ADR | 9,987,916 | $42,948,000 | thousands by filing date | |
| PRETIUM RESOURCES INC | 74139C102 | COMMON STOCK-FO | 3,487,183 | $39,789,000 | thousands by filing date | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 1,358,696 | $38,859,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 262,609 | $38,052,000 | thousands by filing date | |
| DOWDUPONT INC | 26078J100 | COM | 531,368 | $37,844,000 | thousands by filing date | |
| MSC INDL DIRECT INC CL A | 553530106 | Stock | 387,919 | $37,496,000 | thousands by filing date | |
| APTIV PLC | G6095L109 | SHS | 434,764 | $36,881,000 | thousands by filing date | |
| DAUCH CORP | 024061103 | COM | 2,118,844 | $36,084,000 | thousands by filing date | |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 03938L203 | ADR | 1,109,314 | $35,842,000 | thousands by filing date | |
| PROPETRO HLDG CORP | 74347M108 | COM | 1,744,509 | $35,169,000 | thousands by filing date | |
| ALCOA CORP COM | 013872106 | Stock | 645,463 | $34,771,000 | thousands by filing date | |
| EQT CORP COM | 26884L109 | Stock | 605,750 | $34,479,000 | thousands by filing date | |
| MASCO CORP | 574599106 | COM | 779,506 | $34,251,000 | thousands by filing date | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 633,594 | $33,739,000 | thousands by filing date | |
| UNITED RENTALS INC COM | 911363109 | Stock | 193,555 | $33,274,000 | thousands by filing date | |
| ALBEMARLE CORP | 012653101 | COM | 254,665 | $32,569,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 202,661 | $31,718,000 | thousands by filing date | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 535,983 | $31,446,000 | thousands by filing date | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 556,880 | $28,974,000 | thousands by filing date | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 240,269 | $28,659,000 | thousands by filing date | |
| VALE S A | 91912E105 | SPONSORED ADS | 2,336,762 | $28,579,000 | thousands by filing date | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 142,527 | $28,446,000 | thousands by filing date | |
| DAUCH CORP | 024061103 | COM | 1,661,800 | $28,300,000 | thousands by filing date | call |
| RAYTHEON CO | 755111507 | COM NEW | 134,947 | $25,350,000 | thousands by filing date | |
| HUBBELL INC COM | 443510607 | Stock | 186,730 | $25,272,000 | thousands by filing date | |
| CNH INDL N V SHS | N20944109 | Stock | 1,836,585 | $24,610,000 | thousands by filing date | |
| WARRIOR MET COAL INC | 93627C101 | COM | 975,821 | $24,542,000 | thousands by filing date | |
| SCHNEIDER NATIONAL INC | 80689H102 | CL B | 722,078 | $20,623,000 | thousands by filing date | |
| PACCAR INC COM | 693718108 | Stock | 266,503 | $18,943,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 478,993 | $18,733,000 | thousands by filing date | |
| HALCON RES CORP | 40537Q605 | COM PAR NEW | 2,347,558 | $17,771,000 | thousands by filing date | |
| UNITED STATES STL CORP NEW | 912909108 | COM | 504,273 | $17,745,000 | thousands by filing date | |
| NUCOR CORP COM | 670346105 | Stock | 275,758 | $17,533,000 | thousands by filing date | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 88,266 | $17,331,000 | thousands by filing date | |
| CROWN HLDGS INC COM | 228368106 | Stock | 272,835 | $15,347,000 | thousands by filing date | |
| AK STEEL HOLDING CORP | 001547108 | COM | 2,596,000 | $14,693,000 | thousands by filing date | call |
| PRETIUM RESOURCES INC | 74139C102 | COMMON STOCK-FO | 1,249,700 | $14,259,000 | thousands by filing date | call |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 196,574 | $13,387,000 | thousands by filing date | |
| CONTINENTAL RES INC | 212015101 | COM | 247,171 | $13,093,000 | thousands by filing date | |
| DELEK US HLDGS INC NEW COM | 24665A103 | Stock | 366,592 | $12,809,000 | thousands by filing date | |
| PATTERSON-UTI ENERGY INC | 703481101 | COM | 555,120 | $12,773,000 | thousands by filing date | |
| EMERSON ELEC CO COM | 291011104 | Stock | 181,109 | $12,621,000 | thousands by filing date | |
| TE CONNECTIVITY LTD | H84989104 | SHS | 131,568 | $12,504,000 | thousands by filing date | |
| DELPHI TECHNOLOGIES PLC | G2709G107 | SHS | 237,438 | $12,458,000 | thousands by filing date | |
| Ramaco Resources Inc | 75134P303 | COM CL B | 1,751,907 | $12,053,000 | thousands by filing date | |
| ALTRA HOLDINGS INC | 02208R106 | COMMON STOCK | 205,617 | $10,363,000 | thousands by filing date | |
| MOSAIC CO COM | 61945C103 | Stock | 399,310 | $10,246,000 | thousands by filing date | |
| EQM MIDSTREAM PARTNERS LP | 26885B100 | UNIT LTD PARTN | 133,072 | $9,728,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 152,661 | $9,654,000 | thousands by filing date | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 222,671 | $9,599,000 | thousands by filing date | |
| NOBLE MIDSTREAM PARTNERS LP | 65506L105 | COM UNIT REPST | 185,916 | $9,296,000 | thousands by filing date | |
| LANDSTAR SYS INC COM | 515098101 | Stock | 85,034 | $8,852,000 | thousands by filing date | |
| AZUL S A | 05501U106 | OPT | 350,836 | $8,360,000 | thousands by filing date | |
| HUB GROUP INC | 443320106 | CL A | 157,081 | $7,524,000 | thousands by filing date | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 55,223 | $6,972,000 | thousands by filing date | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 296,268 | $6,456,000 | thousands by filing date | |
| PBF ENERGY INC | 69318G106 | CL A | 177,035 | $6,276,000 | thousands by filing date | |
| TUTOR PERINI CORP | 901109108 | COM | 245,729 | $6,229,000 | thousands by filing date | |
| ATI INC COM | 01741R102 | Stock | 212,182 | $5,122,000 | thousands by filing date | |
| MERITOR INC | 59001K100 | COMMON STOCK | 193,788 | $4,546,000 | thousands by filing date | |
| CVR Partners, LP | 126633106 | LTD | 1,177,961 | $3,864,000 | thousands by filing date | |
| ELDORADO GOLD CORP NEW | 284902103 | COM | 2,615,319 | $3,740,000 | thousands by filing date | |
| TELLURIAN INC NEW | 87968A104 | COM | 251,646 | $2,451,000 | thousands by filing date | |
| Delek Logistics Partners LP | 24664T103 | Com | 66,456 | $2,107,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-18-001391 | this filing | 2018-02-14 | acceptance time not in the bulk data set |