Chapter IV Investors

Latest statistics and disclosures from Chapter IV Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MLM, RRC, PKG, VMC, Antero Res. These five stock positions account for 67.25% of Chapter IV Investors's total stock portfolio.
  • Added to shares of these 6 stocks: MWV (+$17.37M), EQT (+$16.27M), Antero Res (+$13.74M), Rice Energy (+$8.75M), COG (+$8.04M), PKG (+$6.87M).
  • Started 3 new stock positions in EQT, MWV, Rice Energy.
  • Reduced shares in these 6 stocks: Lamar Advertising Co-a (-$20.02M), VMC (-$16.79M), APC (-$13.61M), CCO (-$5.07M), RKT, MLM.
  • Sold out of its positions in APC.
  • As of June 30, 2015, Chapter IV Investors has $315.76M in assets under management (AUM). Assets under management grew from a total value of $293.04M to $315.76M.
  • Independent of market fluctuations, Chapter IV Investors was a net buyer by $9.81M worth of stocks in the most recent quarter.

Chapter IV Investors portfolio companies for June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
MLM Martin Marietta Materials 22.41 -3.00% 500000 141.51 137.91
RRC Range Resources 14.07 900000 49.38 47.15
PKG Packaging Corporation of America 13.85 +18.00% 700000 62.49 77.86
VMC Vulcan Materials Company 9.30 -36.00% 350000 83.93 82.73
Antero Res 7.61 +133.00% 700000 34.34 0.00
RKT Rock-Tenn Company 5.75 -13.00% 301521 60.20 63.64
MWV MeadWestva 5.50 NEW 368000 47.19 49.05
EQT EQT Corporation 5.15 NEW 200000 81.34 75.80
COG Cabot Oil & Gas Corporation 4.99 +104.00% 500000 31.54 27.30
Lamar Advertising Co-a 4.58 -58.00% 251755 57.48 0.00
PXD Pioneer Natural Resources 3.36 76500 138.69 153.87
Rice Energy 2.77 NEW 420000 20.83 0.00
CCO Clear Channel Outdoor Holdings 0.64 -71.00% 200000 10.13 9.46

Past 13F-HR SEC Filings for Chapter IV Investors

View All Filings for Chapter IV Investors