Amerigo Asset Management as of June 30, 2017
Portfolio Holdings for Amerigo Asset Management
Amerigo Asset Management holds 8 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 27.1 | $241M | 8.1M | 29.86 | |
| Philip Morris International (PM) | 23.5 | $209M | 1.8M | 117.45 | |
| Skechers USA (SKX) | 20.3 | $181M | 6.1M | 29.50 | |
| Western Digital (WDC) | 13.3 | $119M | 1.3M | 88.60 | |
| 9.4 | $84M | 4.7M | 17.87 | ||
| SK Tele | 4.6 | $41M | 1.6M | 25.67 | |
| Fitbit | 1.4 | $13M | 2.4M | 5.31 | |
| Atlas Air Worldwide Holdings | 0.3 | $2.4M | 46k | 52.16 |
