13F-HR filed by Anchor Bolt Capital, LP
Anchor Bolt Capital, LP filed this 13F-HR for the quarter ended 2019-06-30, filed 2019-08-14, with 53 holding rows worth $1,037,264,000.
- Accession
- 0000919574-19-005333
- Filer
- CIK 1542943
- Filed
- 2019-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2019
A holdings report, 53 entries on the cover page, a total value of $1,037,264,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,037,264,000 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 |
|---|---|---|---|---|---|---|
| UNITED RENTALS INC COM | 911363109 | Stock | 492,357 | $65,301,000 | thousands by filing date | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 1,168,610 | $61,457,000 | thousands by filing date | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 883,851 | $60,500,000 | thousands by filing date | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 1,159,300 | $44,668,000 | thousands by filing date | |
| GRAFTECH INTL LTD | 384313508 | COM | 3,470,580 | $39,912,000 | thousands by filing date | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 320,013 | $38,789,000 | thousands by filing date | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 3,628,926 | $38,721,000 | thousands by filing date | |
| DANA INC | 235825205 | COM | 1,881,513 | $37,517,000 | thousands by filing date | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 2,582,572 | $36,104,000 | thousands by filing date | |
| HESS CORP | 42809H107 | COM | 547,062 | $34,777,000 | thousands by filing date | |
| MCDERMOTT INTL INC COM | 580037703 | Stock | 3,389,900 | $32,746,000 | thousands by filing date | call |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 550,876 | $31,262,000 | thousands by filing date | |
| NEWMONT CORP | 651639106 | COM | 795,345 | $30,597,000 | thousands by filing date | |
| CROWN HLDGS INC COM | 228368106 | Stock | 487,826 | $29,806,000 | thousands by filing date | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 298,057 | $26,095,000 | thousands by filing date | |
| ARCH COAL INC | 039380407 | COMMON STOCK | 257,687 | $24,277,000 | thousands by filing date | |
| WARRIOR MET COAL INC | 93627C101 | COM | 815,221 | $21,294,000 | thousands by filing date | |
| ALBEMARLE CORP | 012653101 | COM | 296,647 | $20,887,000 | thousands by filing date | |
| PROPETRO HLDG CORP | 74347M108 | COM | 974,128 | $20,164,000 | thousands by filing date | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 1,869,400 | $19,946,000 | thousands by filing date | call |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 149,225 | $19,429,000 | thousands by filing date | |
| SPIRIT AIRLS INC | 848577102 | COM | 364,246 | $17,385,000 | thousands by filing date | |
| GOLD FIELDS LTD SPONSORED ADR | 38059T106 | ADR | 2,893,579 | $15,654,000 | thousands by filing date | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 669,636 | $15,375,000 | thousands by filing date | |
| TYSON FOODS INC CL A | 902494103 | Stock | 181,114 | $14,623,000 | thousands by filing date | |
| HELMERICH & PAYNE INC | 423452101 | COM | 280,316 | $14,190,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 70,698 | $14,092,000 | thousands by filing date | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 299,387 | $13,984,000 | thousands by filing date | |
| Eaton Corp. Plc | G29183103 | COM | 163,232 | $13,594,000 | thousands by filing date | |
| PARSLEY ENERGY INC | 701877102 | CL A | 694,474 | $13,202,000 | thousands by filing date | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 236,341 | $12,675,000 | thousands by filing date | |
| MCDERMOTT INTL INC COM | 580037703 | Stock | 1,244,337 | $12,020,000 | thousands by filing date | |
| TIMKEN CO | 887389104 | COM | 213,545 | $10,963,000 | thousands by filing date | |
| MASCO CORP | 574599106 | COM | 277,410 | $10,886,000 | thousands by filing date | |
| OSHKOSH CORP COM | 688239201 | Stock | 128,448 | $10,724,000 | thousands by filing date | |
| PRETIUM RESOURCES INC | 74139C102 | COMMON STOCK-FO | 1,070,393 | $10,715,000 | thousands by filing date | |
| ConocoPhillips | 20825C104 | COM | 170,505 | $10,401,000 | thousands by filing date | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 286,892 | $9,422,000 | thousands by filing date | |
| DAUCH CORP | 024061103 | COM | 711,470 | $9,078,000 | thousands by filing date | |
| CONSTELLIUM NV-CLASS A | N22035104 | CL A | 772,347 | $7,754,000 | thousands by filing date | |
| PBF ENERGY INC | 69318G106 | CL A | 239,764 | $7,505,000 | thousands by filing date | |
| TURQUOISE HILL RESOURCES LTD | 900435108 | COMMON STOCK-FO | 5,748,748 | $7,128,000 | thousands by filing date | |
| KEANE GROUP INC | 48669A108 | COM | 1,011,437 | $6,797,000 | thousands by filing date | |
| DELPHI TECHNOLOGIES PLC | G2709G107 | SHS | 314,618 | $6,292,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 36,789 | $6,096,000 | thousands by filing date | |
| NOVAGOLD RESOURCES INC | 66987E206 | COM NEW | 980,234 | $5,793,000 | thousands by filing date | |
| CONSOL ENERGY INC NEW | 20854L108 | COM | 192,125 | $5,112,000 | thousands by filing date | |
| MOSAIC CO COM | 61945C103 | Stock | 195,143 | $4,884,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 457,041 | $4,676,000 | thousands by filing date | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 30,771 | $3,353,000 | thousands by filing date | |
| COMMERCIAL METALS CO COM | 201723103 | Stock | 174,842 | $3,121,000 | thousands by filing date | |
| BORGWARNER INC COM | 099724106 | Stock | 70,805 | $2,972,000 | thousands by filing date | |
| Ramaco Resources Inc | 75134P303 | COM CL B | 479,213 | $2,549,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-19-005333 | this filing | 2019-08-14 | acceptance time not in the bulk data set |