Amerigo Asset Management

Amerigo Asset Management as of March 31, 2016

Portfolio Holdings for Amerigo Asset Management

Amerigo Asset Management holds 8 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Level 3 Communications 23.4 $282M 5.3M 52.85
Western Digital (WDC) 16.7 $201M 4.3M 47.24
Micron Technology (MU) 14.5 $175M 17M 10.47
NVIDIA Corporation (NVDA) 13.1 $158M 4.4M 35.63
Hertz Global Holdings 10.3 $124M 12M 10.53
SK Tele 10.2 $123M 6.1M 20.17
58 Com Inc spon adr rep a 6.0 $73M 1.3M 55.65
United States Steel Corporation (X) 5.8 $70M 4.4M 16.05