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13F-HR filed by Anchor Bolt Capital, LP

Anchor Bolt Capital, LP filed this 13F-HR for the quarter ended 2018-12-31, filed 2019-02-14, with 54 holding rows worth $1,423,033,000.

Accession
0000919574-19-001518
Filed
2019-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2018

A holdings report, 54 entries on the cover page, a total value of $1,423,033,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,423,033,000 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 NEW16411R208Stock2,143,419$126,869,000thousands by filing date
BERRY GLOBAL GROUP INC08579W103COM2,240,092$106,472,000thousands by filing date
UNITED RENTALS INC COM911363109Stock593,512$60,853,000thousands by filing date
Caterpillar Inc.149123101COM466,798$59,316,000thousands by filing date
AMERICAN AIRLINES GROUP INC COM02376R102Stock1,803,914$57,924,000thousands by filing date
CROWN HLDGS INC COM228368106Stock1,348,693$56,065,000thousands by filing date
DANA INC235825205COM3,965,700$54,052,000thousands by filing date
DANA INC235825205COM3,840,700$52,349,000thousands by filing datecall
DELTA AIR LINES INC COM NEW247361702Stock983,278$49,066,000thousands by filing date
COTERRA ENERGY INC COM127097103Stock2,125,968$47,515,000thousands by filing date
ROYAL CARIBBEAN GROUP COMV7780T103Stock405,086$39,613,000thousands by filing date
UNITED AIRLS HLDGS INC COM910047109Stock459,284$38,456,000thousands by filing date
DAUCH CORP024061103COM3,236,322$35,923,000thousands by filing date
WARRIOR MET COAL INC93627C101COM1,393,536$33,598,000thousands by filing date
OSHKOSH CORP COM688239201Stock525,405$32,213,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock927,700$31,032,000thousands by filing datecall
UNITED TECHNOLOGIES CORP913017109COM291,331$31,021,000thousands by filing date
PRETIUM RESOURCES INC74139C102COMMON STOCK-FO3,626,200$30,641,000thousands by filing datecall
VALE S A91912E105SPONSORED ADS2,305,883$30,415,000thousands by filing date
PACCAR INC COM693718108Stock483,784$27,643,000thousands by filing date
GRAPHIC PACKAGING HLDG CO COM388689101Stock2,502,776$26,630,000thousands by filing date
CF INDUSTRIES HOLD COM125269100Stock516,037$22,453,000thousands by filing date
TURQUOISE HILL RESOURCES LTD900435108COMMON STOCK-FO12,982,170$21,421,000thousands by filing date
PRETIUM RESOURCES INC74139C102COMMON STOCK-FO2,315,411$19,565,000thousands by filing date
PIONEER NATURAL RESOURCES CO723787107COM146,023$19,205,000thousands by filing date
DOWDUPONT INC26078J100COM355,605$19,018,000thousands by filing date
BARRICK GOLD CORP067901108COM1,309,268$17,727,000thousands by filing date
HELMERICH & PAYNE INC423452101COM365,357$17,515,000thousands by filing date
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A691,975$17,348,000thousands by filing date
NEWMONT CORP651639106COM498,612$17,277,000thousands by filing date
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock194,748$16,376,000thousands by filing date
NORFOLK SOUTHN CORP COM655844108Stock101,239$15,139,000thousands by filing date
HESS CORP42809H107COM354,057$14,339,000thousands by filing date
Tesla Motors, Inc88160R101COM38,860$12,933,000thousands by filing date
NUCOR CORP COM670346105Stock245,866$12,738,000thousands by filing date
ALBEMARLE CORP012653101COM165,210$12,733,000thousands by filing date
Chevron Corporation166764100COM117,023$12,731,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock352,091$11,777,000thousands by filing date
TYSON FOODS INC CL A902494103Stock218,124$11,648,000thousands by filing date
ALTRA HOLDINGS INC02208R106COMMON STOCK416,007$10,463,000thousands by filing date
Eaton Corp. PlcG29183103COM147,580$10,133,000thousands by filing date
MERITOR INC59001K100COMMON STOCK591,560$10,003,000thousands by filing date
STAR BULK CARRIERS CORP.Y8162K204SHS PAR1,036,094$9,470,000thousands by filing date
HUBBELL INC COM443510607Stock94,343$9,372,000thousands by filing date
CONSOL ENERGY INC NEW20854L108COM282,002$8,942,000thousands by filing date
ARCH COAL INC039380407COMMON STOCK103,293$8,572,000thousands by filing date
DAUCH CORP024061103COM637,600$7,077,000thousands by filing datecall
BORGWARNER INC COM099724106Stock190,085$6,604,000thousands by filing date
RANGE RES CORP COM75281A109Stock637,604$6,102,000thousands by filing date
TRINITY INDS INC896522109COM283,579$5,839,000thousands by filing date
GASLOG LTDG37585109SHS339,976$5,596,000thousands by filing date
NOVAGOLD RESOURCES INC66987E206COM NEW742,581$2,933,000thousands by filing date
Ramaco Resources Inc75134P303COM CL B425,483$2,106,000thousands by filing date
MOSAIC CO COM61945C103Stock7,260$212,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-19-001518this filing2019-02-14acceptance time not in the bulk data set