Bronson Point Management as of Dec. 31, 2018
Portfolio Holdings for Bronson Point Management
Bronson Point Management holds 24 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellium Holdco B V cl a | 19.2 | $11M | 1.5M | 6.99 | |
| United Rentals (URI) | 9.0 | $5.1M | 49k | 102.54 | |
| Stanley Black & Decker (SWK) | 7.6 | $4.3M | 36k | 119.75 | |
| Lennar Corporation (LEN) | 7.6 | $4.3M | 109k | 39.15 | |
| Anadarko Petroleum Corporation | 6.4 | $3.6M | 82k | 43.84 | |
| Nxp Semiconductors N V (NXPI) | 5.8 | $3.3M | 45k | 73.29 | |
| Wal-Mart Stores (WMT) | 5.1 | $2.9M | 31k | 93.16 | |
| Xpo Logistics Inc equity (XPO) | 5.1 | $2.9M | 50k | 57.04 | |
| Timkensteel (MTUS) | 4.5 | $2.5M | 287k | 8.74 | |
| Fortune Brands (FBIN) | 3.9 | $2.2M | 59k | 37.98 | |
| Alcoa (AA) | 3.9 | $2.2M | 84k | 26.57 | |
| Delphi Automotive Inc international (APTV) | 3.5 | $2.0M | 32k | 61.56 | |
| General Motors Company (GM) | 3.0 | $1.7M | 50k | 33.46 | |
| Analog Devices (ADI) | 2.8 | $1.6M | 19k | 85.84 | |
| Alphabet Inc Class C cs (GOOG) | 2.8 | $1.6M | 1.5k | 1035.33 | |
| General Electric Company | 2.4 | $1.4M | 180k | 7.57 | |
| Honeywell International (HON) | 2.1 | $1.2M | 9.0k | 132.11 | |
| Baidu (BIDU) | 1.1 | $634k | 4.0k | 158.50 | |
| Visteon Corporation (VC) | 1.1 | $603k | 10k | 60.30 | |
| Westlake Chemical Corporation (WLK) | 1.1 | $596k | 9.0k | 66.22 | |
| Candj Energy Svcs | 0.7 | $405k | 30k | 13.50 | |
| NVIDIA Corporation (NVDA) | 0.5 | $300k | 2.3k | 133.33 | |
| Verizon Communications (VZ) | 0.5 | $281k | 5.0k | 56.20 | |
| Delta Air Lines (DAL) | 0.4 | $225k | 4.5k | 50.00 |
