3G Capital Partners as of Dec. 31, 2017
Portfolio Holdings for 3G Capital Partners
3G Capital Partners holds 34 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Nucor Corporation (NUE) | 83.6 | $6.8B | 1.0M | 6571.43 | |
SPDR S&P Metals and Mining (XME) | 1.7 | $140M | 40k | 3500.00 | |
Comcast Corporation (CMCSA) | 1.7 | $137M | 3.4M | 40.05 | |
Canadian Pacific Railway | 1.3 | $106M | 580k | 182.76 | |
Microsoft Corporation (MSFT) | 0.9 | $70M | 820k | 85.54 | |
Chevron Corporation (CVX) | 0.8 | $63M | 500k | 125.19 | |
Constellation Brands (STZ) | 0.7 | $60M | 262k | 228.57 | |
Suncor Energy (SU) | 0.7 | $55M | 1.5M | 36.72 | |
SPDR S&P Oil & Gas Explore & Prod. | 0.7 | $56M | 15k | 3700.00 | |
Royal Dutch Shell | 0.7 | $53M | 800k | 66.71 | |
Rsp Permian | 0.6 | $49M | 1.2M | 40.68 | |
Parsley Energy Inc-class A | 0.5 | $44M | 1.5M | 29.44 | |
Liberty Broadband Cl C (LBRDK) | 0.5 | $40M | 465k | 85.16 | |
Teck Resources Ltd cl b (TECK) | 0.4 | $34M | 1.3M | 26.17 | |
Wheaton Precious Metals Corp (WPM) | 0.4 | $33M | 1.5M | 22.13 | |
Praxair | 0.4 | $31M | 200k | 154.68 | |
Berry Plastics (BERY) | 0.4 | $29M | 500k | 58.67 | |
Altaba | 0.4 | $30M | 425k | 69.85 | |
Altice Usa Inc cl a (ATUS) | 0.4 | $29M | 1.4M | 21.23 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $27M | 79k | 335.96 | |
Reliance Steel & Aluminum (RS) | 0.3 | $26M | 300k | 85.79 | |
Marathon Petroleum Corp (MPC) | 0.3 | $26M | 400k | 65.98 | |
Domino's Pizza (DPZ) | 0.3 | $23M | 122k | 188.96 | |
Rio Tinto (RIO) | 0.3 | $21M | 400k | 52.93 | |
Cheniere Energy (LNG) | 0.3 | $22M | 400k | 53.84 | |
BHP Billiton | 0.2 | $20M | 500k | 40.30 | |
Potash Corp. Of Saskatchewan I | 0.2 | $21M | 1.0M | 20.65 | |
Lamb Weston Hldgs (LW) | 0.2 | $17M | 300k | 56.45 | |
Vail Resorts (MTN) | 0.2 | $16M | 75k | 212.47 | |
Turquoisehillres | 0.2 | $14M | 4.0M | 3.43 | |
Bunge | 0.2 | $13M | 200k | 67.08 | |
Delphi Automotive Inc international (APTV) | 0.2 | $13M | 150k | 84.83 | |
Range Resources (RRC) | 0.1 | $12M | 700k | 17.06 | |
Delphi Technologies | 0.1 | $5.2M | 100k | 52.47 |