Amerigo Asset Management as of Sept. 30, 2017
Portfolio Holdings for Amerigo Asset Management
Amerigo Asset Management holds 14 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 26.0 | $272M | 6.9M | 39.33 | |
| Philip Morris International (PM) | 19.7 | $205M | 1.8M | 111.01 | |
| United States Steel Corporation (X) | 15.2 | $159M | 6.2M | 25.66 | |
| Skechers USA (SKX) | 12.8 | $134M | 5.3M | 25.09 | |
| 11.1 | $116M | 6.9M | 16.87 | ||
| Western Digital (WDC) | 7.5 | $78M | 900k | 86.40 | |
| Red Hat | 3.5 | $37M | 330k | 110.86 | |
| Fitbit | 1.6 | $16M | 2.4M | 6.96 | |
| Century Aluminum Company (CENX) | 1.3 | $14M | 814k | 16.58 | |
| Euronav Sa (CMBT) | 0.4 | $4.2M | 519k | 8.10 | |
| Dht Holdings (DHT) | 0.3 | $3.3M | 841k | 3.98 | |
| Frontline | 0.3 | $2.9M | 480k | 6.04 | |
| SK Tele | 0.2 | $2.2M | 89k | 24.59 | |
| Gener8 Maritime | 0.1 | $1.2M | 261k | 4.51 |
