Latest statistics and disclosures from Bodenholm Capital AB's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Lamb Weston Hldgs, Varex Imaging, ANSS, DHR, Hilton Grand Vacations, and represent 89.89% of Bodenholm Capital AB's stock portfolio.
- Added to shares of these 3 stocks: DHR (+$6.72M), Hilton Grand Vacations, Lamb Weston Hldgs.
- Reduced shares in these 4 stocks: EBAY (-$27.74M), Cars (-$21.25M), Dxc Technology (-$14.04M), ANSS (-$9.24M).
- Sold out of its positions in Cars, Dxc Technology, EBAY.
- Bodenholm Capital AB was a net seller of stock by $59.25M.
- Bodenholm Capital AB has $168.06M in assets under management (AUM), dropping by -24.74%.
Companies in the Bodenholm Capital AB portfolio as of September 2017 quarter
|Company (Ticker)||Portfolio Weight||Share Count||Change in Shares||Price|
|Lamb Weston Hldgs||25.94||936000||+6%||46.58|
|Danaher Corporation (DHR)||15.54||307000||+34%||85.05|
|Hilton Grand Vacations||15.46||670000||+15%||38.79|
|Gcp Applied Technologies||10.11||557000||30.50|