New Amsterdam Partners
Latest statistics and disclosures from New Amsterdam Partners Llc/ny's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MASI, GTN, MANH, Insperity Inc, WD, and represent 16.01% of New Amsterdam Partners Llc/ny's stock portfolio.
- Added to shares of these 10 stocks: QDEL, GIII, SNH, ENSG, AIMC, NSIT, PRFT, SCSC, CSL, ALGT.
- Started 25 new stock positions in SCSC, DDS, JLL, CCMP, ALGT, Marcus & Millichap, Tripadvisor, CDNS, AKAM, WBC.
- Reduced shares in these 10 stocks: , AHS, CBM, , SYKE, EXLS, HA, PLUS, EBS, Outfront Media.
- Sold out of its positions in ABD, AHS, AXE, APOG, AWI, BIG, Cbre Group Inc Cl A, Caleres Inc Com stock, CTXS, PLUS.
- New Amsterdam Partners Llc/ny was a net seller of stock by $69.64M.
- New Amsterdam Partners Llc/ny has $272.45M in assets under management (AUM), dropping by -10.30%.
Companies in the New Amsterdam Partners Llc/ny portfolio as of March 2019 quarter
Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
---|---|---|---|---|
Masimo Corporation (MASI) | 3.62 | 71302 | -23% | 138.29 |
Gray Television (GTN) | 3.42 | 436445 | -14% | 21.36 |
Manhattan Associates (MANH) | 3.28 | 162074 | -22% | 55.11 |
Insperity Inc | 2.87 | 63215 | -10% | 123.66 |
Walker & Dunlop (WD) | 2.82 | 150926 | -13% | 50.91 |
CACI International (CACI) | 2.80 | 41974 | -2% | 182.02 |
G-III Apparel (GIII) | 2.79 | 190037 | +108% | 39.96 |
HFF (HF) | 2.78 | 158845 | -10% | 47.75 |
American Equity Investment Life Holding (AEL) | 2.53 | 254727 | -19% | 27.02 |
Emergent BioSolutions (EBS) | 2.29 | 123288 | -37% | 50.52 |
Boston Beer Company (SAM) | 2.26 | 20929 | -4% | 294.71 |
Federated Investors (FII) | 2.25 | 209454 | -23% | 29.31 |
Cirrus Logic (CRUS) | 2.16 | 140003 | -26% | 42.07 |
Ormat Technologies (ORA) | 2.09 | 103234 | -14% | 55.15 |
Ubiquiti Networks | 2.03 | 36864 | -2% | 149.71 |
WESCO International (WCC) | 2.00 | 102723 | -14% | 53.01 |
Pbf Energy Inc cl a | 1.97 | 172496 | -2% | 31.14 |
Atlas Air Worldwide Holdings (AAWW) | 1.87 | 100884 | -14% | 50.56 |
Tenne (TEN) | 1.58 | 194159 | +50% | 22.16 |
Quidel Corporation (QDEL) | 1.58 | 65769 | NEW | 65.47 |
Worthington Industries (WOR) | 1.57 | 114896 | -24% | 37.32 |
Knoll (KNL) | 1.53 | 219909 | -17% | 18.91 |
Senior Housing Properties Trust (SNH) | 1.41 | 326056 | NEW | 11.78 |
Chesapeake Utilities Corporation (CPK) | 1.37 | 40839 | -3% | 91.21 |
Taylor Morrison Hom | 1.37 | 209557 | +9% | 17.75 |
Ensign (ENSG) | 1.36 | 72438 | NEW | 51.19 |
PetMed Express (PETS) | 1.31 | 156257 | +56% | 22.78 |
Euronet Worldwide (EEFT) | 1.29 | 24728 | -50% | 142.59 |
Altra Holdings (AIMC) | 1.23 | 107562 | NEW | 31.05 |
Insight Enterprises (NSIT) | 1.21 | 59797 | NEW | 55.05 |
Perficient (PRFT) | 1.18 | 117062 | NEW | 27.39 |
Customers Ban | 1.17 | 174719 | 18.31 | |
Group 1 Automotive (GPI) | 1.14 | 47853 | -2% | 64.70 |
Arrow Electronics (ARW) | 1.13 | 40074 | -38% | 77.06 |
Carlisle Companies (CSL) | 1.06 | 23637 | +647% | 122.60 |
Virtus Investment Partners (VRTS) | 1.06 | 29518 | 97.53 | |
Meritage Homes Corporation (MTH) | 1.04 | 63229 | -34% | 44.71 |
Lennox International (LII) | 1.02 | 10500 | +541% | 264.38 |
InterDigital (IDCC) | 1.01 | 41837 | -2% | 65.97 |
EnerSys (ENS) | 1.00 | 41742 | -2% | 65.16 |
Telephone And Data Systems | 1.00 | 88475 | +3% | 30.73 |
United Rentals (URI) | 0.97 | 23035 | -39% | 114.26 |
Copart (CPRT) | 0.95 | 42730 | -7% | 60.59 |
ScanSource (SCSC) | 0.95 | 72382 | NEW | 35.82 |
Allegiant Travel Company (ALGT) | 0.92 | 19331 | NEW | 129.48 |
Medical Properties Trust (MPW) | 0.87 | 128052 | -9% | 18.51 |
Penske Automotive (PAG) | 0.86 | 52696 | -33% | 44.65 |
SVB Financial (SIVB) | 0.85 | 10432 | -9% | 222.39 |
Marcus & Millichap | 0.82 | 55091 | NEW | 40.73 |
MAXIMUS (MMS) | 0.80 | 30517 | -25% | 70.98 |
Newpark Resources (NR) | 0.80 | 237440 | 9.16 | |
Commscope Hldg | 0.75 | 93830 | -32% | 21.73 |
Encompass Health Corp | 0.72 | 33762 | +9% | 58.41 |
Jones Lang LaSalle Incorporated (JLL) | 0.67 | 11881 | NEW | 154.20 |
Reliance Steel & Aluminum (RS) | 0.67 | 20360 | -4% | 90.28 |
United Natural Foods (UNFI) | 0.67 | 137668 | 13.22 | |
Encore Wire Corporation (WIRE) | 0.65 | 30947 | +39% | 57.23 |
Discovery Communications (DISCA) | 0.64 | 64422 | -39% | 27.02 |
Oshkosh Corporation (OSK) | 0.64 | 23208 | +10% | 75.15 |
CoreSite Realty (COR) | 0.64 | 16330 | NEW | 107.04 |
National Fuel Gas (NFG) | 0.63 | 27959 | -6% | 60.95 |
Inter Parfums (IPAR) | 0.54 | 19227 | -68% | 75.88 |
Foot Locker (FL) | 0.51 | 23069 | -56% | 60.60 |
U.s. Concrete Inc Cmn | 0.51 | 33246 | -2% | 41.42 |
Evercore Partners (EVR) | 0.50 | 14828 | NEW | 90.98 |
United Therapeutics Corporation (UTHR) | 0.47 | 11007 | -7% | 117.38 |
PGT (PGTI) | 0.46 | 91124 | NEW | 13.85 |
Dillard's (DDS) | 0.45 | 16927 | NEW | 72.02 |
Ingevity | 0.43 | 11199 | NEW | 105.63 |
Align Technology (ALGN) | 0.42 | 4064 | -65% | 284.45 |
NetScout Systems (NTCT) | 0.34 | 32610 | -64% | 28.06 |
Cabot Microelectronics Corporation (CCMP) | 0.32 | 7891 | NEW | 111.90 |
Tyler Technologies (TYL) | 0.30 | 4032 | NEW | 204.37 |
Cimarex Energy Co | 0.29 | 11309 | +8% | 69.86 |
Air Lease Corp Com | 0.28 | 22315 | -59% | 34.37 |
Wright Express | 0.27 | 3821 | -65% | 192.10 |
AmerisourceBergen (ABC) | 0.21 | 7342 | -63% | 79.54 |
Intuit (INTU) | 0.21 | 2200 | 261.36 | |
Cambrex Corporation (CBM) | 0.19 | 13137 | -89% | 38.82 |
Ss&c Technologies Holding | 0.18 | 7640 | 63.74 | |
TJX Companies (TJX) | 0.17 | 8751 | 53.25 | |
Arista Networks | 0.17 | 1494 | 314.59 | |
Tractor Supply Company (TSCO) | 0.15 | 4314 | -4% | 97.82 |
Fortinet (FTNT) | 0.15 | 4949 | NEW | 84.06 |
Regeneron Pharmaceuticals (REGN) | 0.14 | 896 | -3% | 410.71 |
Adobe Systems Incorporated (ADBE) | 0.14 | 1458 | +2% | 266.80 |
Netflix (NFLX) | 0.14 | 1036 | 356.18 | |
Best Buy (BBY) | 0.13 | 4905 | -2% | 71.15 |
Mettler-Toledo International (MTD) | 0.13 | 487 | -2% | 722.79 |
O'reilly Automotive Inc | 0.13 | 878 | -35% | 388.38 |
Equinix | 0.13 | 802 | 452.62 | |
Torchmark Corporation (TMK) | 0.12 | 3950 | +2% | 82.03 |
Edwards Lifesciences (EW) | 0.11 | 1554 | -32% | 191.12 |
Laboratory Corp. of America Holdings (LH) | 0.11 | 1874 | +2% | 153.15 |
Cadence Design Systems (CDNS) | 0.11 | 4700 | NEW | 63.40 |
Clorox Company (CLX) | 0.11 | 1926 | 160.44 | |
WABCO Holdings (WBC) | 0.11 | 2252 | NEW | 131.88 |
Applied Materials (AMAT) | 0.11 | 7386 | +2% | 39.67 |
RPC (RES) | 0.11 | 25268 | -65% | 11.40 |
Akamai Technologies (AKAM) | 0.10 | 3769 | NEW | 71.64 |
Principal Financial (PFG) | 0.09 | 4828 | +3% | 50.12 |
T. Rowe Price (TROW) | 0.09 | 2512 | +2% | 100.32 |
Acuity Brands (AYI) | 0.09 | 2094 | 119.87 | |
ONEOK (OKE) | 0.09 | 3342 | NEW | 69.72 |
Illumina (ILMN) | 0.08 | 692 | NEW | 310.69 |
Albemarle Corporation (ALB) | 0.08 | 2763 | +4% | 82.16 |
Tripadvisor | 0.08 | 4240 | NEW | 51.42 |
Green Brick Partners | 0.04 | 13338 | NEW | 8.77 |
Past 13F-HR SEC Filings by New Amsterdam Partners Llc/ny
- New Amsterdam Partners Llc/ny 2018 Q4 filed Feb. 4, 2019
- New Amsterdam Partners Llc/ny 2018 Q3 filed Nov. 5, 2018
- New Amsterdam Partners Llc/ny 2018 Q2 filed July 31, 2018
- New Amsterdam Partners Llc/ny 2018 Q1 filed May 7, 2018
- New Amsterdam Partners Llc/ny 2017 Q4 filed Feb. 2, 2018
- New Amsterdam Partners Llc/ny 2017 Q3 filed Nov. 2, 2017
- New Amsterdam Partners Llc/ny 2017 Q2 filed Aug. 2, 2017
- New Amsterdam Partners Llc/ny 2017 Q1 filed May 3, 2017
- New Amsterdam Partners Llc/ny 2016 Q4 filed Feb. 8, 2017
- New Amsterdam Partners Llc/ny 2016 Q3 filed Nov. 2, 2016
- New Amsterdam Partners Llc/ny 2016 Q2 filed Aug. 1, 2016
- New Amsterdam Partners Llc/ny 2016 Q1 filed May 11, 2016
- New Amsterdam Partners Llc/ny 2015 Q4 filed Feb. 9, 2016
- New Amsterdam Partners Llc/ny 2015 Q3 filed Nov. 10, 2015
- New Amsterdam Partners Llc/ny 2015 Q2 filed Aug. 7, 2015
- New Amsterdam Partners Llc/ny 2015 Q1 filed May 11, 2015
- New Amsterdam Partners Llc/ny 2014 Q4 filed Feb. 9, 2015
- New Amsterdam Partners Llc/ny 2014 Q3 filed Nov. 12, 2014
- New Amsterdam Partners Llc/ny 2014 Q2 filed Aug. 13, 2014