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13F-HR filed by Anchor Bolt Capital, LP

Anchor Bolt Capital, LP filed this 13F-HR for the quarter ended 2018-03-31, filed 2018-05-15, with 74 holding rows worth $2,467,963,000.

Accession
0000919574-18-003673
Filed
2018-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2018

A holdings report, 74 entries on the cover page, a total value of $2,467,963,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,467,963,000 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 NEW16411R208Stock3,278,229$175,221,000thousands by filing date
DELTA AIR LINES INC COM NEW247361702Stock2,891,570$158,487,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock3,229,223$117,350,000thousands by filing date
LEAR CORP COM NEW521865204Stock617,054$114,828,000thousands by filing date
ANDEAVOR03349M105COM1,061,002$106,694,000thousands by filing date
NOBLE ENERGY INC655044105COM3,409,805$103,317,000thousands by filing date
DAUCH CORP024061103COM5,052,781$76,903,000thousands by filing date
UNITED STATES STL CORP NEW912909108COM1,753,704$61,713,000thousands by filing date
OSHKOSH CORP COM688239201Stock750,465$57,988,000thousands by filing date
Caterpillar Inc.149123101COM377,445$55,628,000thousands by filing date
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH03938L203ADR1,744,420$55,490,000thousands by filing date
DANA INC235825205COM2,013,742$51,874,000thousands by filing date
DOWDUPONT INC26078J100COM743,889$47,393,000thousands by filing date
TURQUOISE HILL RESOURCES LTD900435108COMMON STOCK-FO15,407,603$47,301,000thousands by filing date
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A987,154$45,419,000thousands by filing date
ANDEAVOR03349M105COM440,400$44,287,000thousands by filing datecall
GOLD FIELDS LTD SPONSORED ADR38059T106ADR10,962,825$44,071,000thousands by filing date
CROWN HLDGS INC COM228368106Stock840,503$42,656,000thousands by filing date
COTERRA ENERGY INC COM127097103Stock1,716,995$41,174,000thousands by filing date
LENNAR CORP CL A526057104Stock693,520$40,876,000thousands by filing date
BERRY GLOBAL GROUP INC08579W103COM745,055$40,836,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock1,115,900$40,552,000thousands by filing datecall
SOUTHWESTAIRLSCO844741108STOK673,896$38,601,000thousands by filing date
Eaton Corp. PlcG29183103COM473,230$37,816,000thousands by filing date
NUCOR CORP COM670346105Stock569,535$34,793,000thousands by filing date
TE CONNECTIVITY LTDH84989104SHS346,108$34,576,000thousands by filing date
HALLIBURTON CO COM406216101Stock694,419$32,596,000thousands by filing date
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock600,820$31,825,000thousands by filing date
Boeing Company097023105COM95,938$31,456,000thousands by filing date
RAYTHEON CO755111507COM NEW144,239$31,130,000thousands by filing date
ALBEMARLE CORP012653101COM315,077$29,220,000thousands by filing date
CSX Corporation126408103COM485,955$27,073,000thousands by filing date
Deere & Company244199105COM174,130$27,046,000thousands by filing date
CF INDUSTRIES HOLD COM125269100Stock708,097$26,716,000thousands by filing date
ROYAL CARIBBEAN GROUP COMV7780T103Stock221,979$26,136,000thousands by filing date
CARLISLE COS INC COM142339100Stock248,660$25,963,000thousands by filing date
ROCKWELL AUTOMATION INC COM773903109Stock147,891$25,763,000thousands by filing date
UNITED TECHNOLOGIES CORP913017109COM198,491$24,974,000thousands by filing date
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock337,893$24,632,000thousands by filing date
APTIV PLCG6095L109SHS272,683$23,170,000thousands by filing date
PRETIUM RESOURCES INC74139C102COMMON STOCK-FO3,421,727$22,789,000thousands by filing date
HUBBELL INC COM443510607Stock185,749$22,621,000thousands by filing date
TYSON FOODS INC CL A902494103Stock300,539$21,996,000thousands by filing date
MSC INDL DIRECT INC CL A553530106Stock233,692$21,432,000thousands by filing date
LANDSTAR SYS INC COM515098101Stock177,811$19,497,000thousands by filing date
LEIDOS HOLDINGS INC COM525327102Stock276,020$18,052,000thousands by filing date
QUANTA SVCS INC74762E102COM499,956$17,173,000thousands by filing date
ALTRA HOLDINGS INC02208R106COMMON STOCK359,224$16,506,000thousands by filing date
VALE S A91912E105SPONSORED ADS1,259,169$16,017,000thousands by filing date
WESTLAKE CORPORATION960413102COM136,270$15,146,000thousands by filing date
WARRIOR MET COAL INC93627C101COM536,678$15,032,000thousands by filing date
NOBLE MIDSTREAM PARTNERS LP65506L105COM UNIT REPST317,442$14,802,000thousands by filing date
AZUL S A05501U106OPT413,243$14,360,000thousands by filing date
AMERICAN AIRLINES GROUP INC COM02376R102Stock254,906$13,245,000thousands by filing date
DELEK US HLDGS INC NEW COM24665A103Stock322,084$13,109,000thousands by filing date
HILTON WORLDWIDE HLDGS INC COM43300A203Stock153,114$12,059,000thousands by filing date
SEALED AIR CORP NEW81211K100COM278,039$11,897,000thousands by filing date
ALCOA CORP COM013872106Stock205,665$9,247,000thousands by filing date
PRETIUM RESOURCES INC74139C102COMMON STOCK-FO1,376,700$9,169,000thousands by filing datecall
Ramaco Resources Inc75134P303COM CL B1,269,354$9,127,000thousands by filing date
XPLR INFRASTRUCTURE LP65341B106COM UNIT PART IN199,200$7,966,000thousands by filing date
JACOBS ENGINEERING GROUP INC469814107COM115,641$6,840,000thousands by filing date
PACCAR INC COM693718108Stock99,532$6,586,000thousands by filing date
NORFOLK SOUTHN CORP COM655844108Stock43,931$5,965,000thousands by filing date
MAGNA INTL INC COM559222401Stock89,087$5,020,000thousands by filing date
AECOM COM00766T100Stock140,233$4,997,000thousands by filing date
EOG RES INC COM26875P101Stock40,144$4,226,000thousands by filing date
CHENIERE ENERGY INC COM NEW16411R208Stock63,000$3,367,000thousands by filing datecall
LIBERTY ENERGY INC53115L104COM CL A133,279$2,251,000thousands by filing date
NOVAGOLD RESOURCES INC66987E206COM NEW361,498$1,565,000thousands by filing date
ELDORADO GOLD CORP NEW284902103COM1,227,202$1,031,000thousands by filing date
FTS INTERNATIONAL INC30283W104COM41,843$769,000thousands by filing date
UNITED RENTALS INC COM911363109Stock1,862$322,000thousands by filing date
ECHO GLOBAL LOGISTICS INC27875T101COM8,626$238,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-18-003673this filing2018-05-15acceptance time not in the bulk data set