Amerigo Asset Management as of Dec. 31, 2015
Portfolio Holdings for Amerigo Asset Management
Amerigo Asset Management holds 8 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Level 3 Communications | 21.9 | $257M | 4.7M | 54.36 | |
NVIDIA Corporation (NVDA) | 15.1 | $178M | 5.4M | 32.96 | |
Johnson Controls | 14.1 | $166M | 4.2M | 39.49 | |
Western Digital (WDC) | 14.0 | $165M | 2.7M | 60.05 | |
Micron Technology (MU) | 12.9 | $151M | 11M | 14.16 | |
SK Tele | 12.3 | $144M | 7.1M | 20.15 | |
Hertz Global Holdings | 9.5 | $111M | 7.8M | 14.23 | |
58 Com Inc spon adr rep a | 0.2 | $2.7M | 42k | 65.95 |