Oz Management as of March 31, 2017
Portfolio Holdings for Oz Management
Oz Management holds 223 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 19.5 | $3.4B | 15M | 235.74 | |
Bank of America Corporation (BAC) | 3.6 | $631M | 27M | 23.59 | |
Time Warner | 3.5 | $610M | 6.2M | 97.71 | |
Jd (JD) | 2.8 | $495M | 16M | 31.11 | |
E.I. du Pont de Nemours & Company | 2.7 | $477M | 5.9M | 80.33 | |
EOG Resources (EOG) | 2.7 | $477M | 4.9M | 97.56 | |
Nxp Semiconductors N V (NXPI) | 2.5 | $445M | 4.3M | 103.50 | |
Facebook Inc cl a (META) | 2.5 | $437M | 3.1M | 142.03 | |
Alphabet Inc Class C cs (GOOG) | 2.3 | $400M | 483k | 829.43 | |
Oracle Corporation (ORCL) | 2.1 | $364M | 8.2M | 44.61 | |
Microsoft Corporation (MSFT) | 1.9 | $330M | 5.0M | 65.86 | |
Extraction Oil And Gas | 1.8 | $310M | 17M | 18.55 | |
Tesla Motors (TSLA) | 1.7 | $296M | 1.1M | 278.29 | |
Home Depot (HD) | 1.6 | $285M | 1.9M | 146.83 | |
EQT Corporation (EQT) | 1.6 | $282M | 4.6M | 61.10 | |
Hilton Worldwide Holdings (HLT) | 1.5 | $269M | 4.6M | 58.46 | |
Comcast Corporation (CMCSA) | 1.5 | $260M | 6.9M | 37.61 | |
Hewlett Packard Enterprise (HPE) | 1.4 | $255M | 11M | 23.70 | |
Wynn Resorts (WYNN) | 1.4 | $244M | 2.1M | 114.61 | |
Marathon Petroleum Corp (MPC) | 1.3 | $234M | 4.6M | 50.54 | |
Anheuser-Busch InBev NV (BUD) | 1.3 | $229M | 2.1M | 109.76 | |
FirstEnergy (FE) | 1.3 | $223M | 7.0M | 31.82 | |
Lowe's Companies (LOW) | 1.2 | $207M | 2.5M | 82.14 | |
Anthem (ELV) | 1.1 | $193M | 1.2M | 165.37 | |
CSX Corporation (CSX) | 1.1 | $191M | 4.1M | 46.55 | |
Charter Communications Inc New Cl A cl a (CHTR) | 1.1 | $192M | 586k | 327.33 | |
Synchrony Financial (SYF) | 1.1 | $187M | 5.5M | 34.30 | |
Rice Energy | 1.0 | $180M | 7.6M | 23.70 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.9 | $157M | 2.9M | 54.58 | |
Energy Transfer Equity (ET) | 0.9 | $154M | 7.8M | 19.73 | |
Priceline.com debt 1.000% 3/1 | 0.8 | $150M | 80M | 1.88 | |
Dow Chemical Company | 0.8 | $144M | 2.3M | 63.53 | |
Wal-Mart Stores (WMT) | 0.8 | $137M | 1.9M | 72.08 | |
Advanced Micro Devices Inc Note 2.125% 9/0 bond | 0.8 | $138M | 70M | 1.98 | |
Humana (HUM) | 0.8 | $131M | 637k | 206.15 | |
Air Products & Chemicals (APD) | 0.7 | $129M | 956k | 135.29 | |
Park Hotels & Resorts Inc-wi (PK) | 0.7 | $127M | 5.0M | 25.67 | |
Coty Inc Cl A (COTY) | 0.7 | $126M | 7.0M | 18.13 | |
FMC Corporation (FMC) | 0.7 | $125M | 1.8M | 69.59 | |
Constellation Brands (STZ) | 0.7 | $122M | 753k | 162.11 | |
Allergan | 0.7 | $122M | 510k | 238.92 | |
Cabela's Incorporated | 0.7 | $117M | 2.2M | 53.11 | |
Fidelity National Information Services (FIS) | 0.7 | $116M | 1.5M | 79.63 | |
Apple (AAPL) | 0.6 | $112M | 780k | 143.66 | |
Dell Technologies Inc Class V equity | 0.6 | $106M | 1.6M | 64.09 | |
Momo | 0.6 | $102M | 3.0M | 34.07 | |
Tesoro Corporation | 0.5 | $92M | 1.1M | 81.06 | |
Phillips 66 (PSX) | 0.5 | $91M | 1.1M | 79.21 | |
Ctrip.com Inter Ltd. conv | 0.5 | $91M | 70M | 1.31 | |
Pepsi (PEP) | 0.5 | $88M | 790k | 111.86 | |
Dick's Sporting Goods (DKS) | 0.5 | $86M | 1.8M | 48.67 | |
Metropcs Communications (TMUS) | 0.5 | $83M | 1.3M | 64.57 | |
Navistar International Corporation | 0.4 | $77M | 3.1M | 24.62 | |
Sensata Technologies Hldg Bv | 0.4 | $77M | 1.7M | 43.92 | |
Verisign Inc sdcv 3.250% 8/1 | 0.4 | $71M | 28M | 2.55 | |
58 Com Inc spon adr rep a | 0.4 | $72M | 2.0M | 35.39 | |
Kate Spade & Co | 0.4 | $72M | 3.1M | 23.23 | |
Herbalife Ltd Com Stk (HLF) | 0.4 | $68M | 1.2M | 58.14 | |
Conduent Incorporate (CNDT) | 0.4 | $64M | 3.8M | 16.77 | |
Tesla Motors Inc bond | 0.3 | $55M | 55M | 1.00 | |
Verizon Communications (VZ) | 0.3 | $55M | 1.1M | 48.75 | |
iShares Russell 2000 Index (IWM) | 0.3 | $55M | 400k | 137.54 | |
Allergan Plc pfd conv ser a | 0.3 | $54M | 63k | 847.58 | |
Liberty Media 4.000 11/15/29 deb 4.000% | 0.3 | $49M | 78M | 0.62 | |
Microchip Technology Inc note 1.625% 2/1 | 0.3 | $49M | 34M | 1.44 | |
Pampa Energia (PAM) | 0.3 | $46M | 853k | 54.22 | |
Honeywell International (HON) | 0.2 | $44M | 353k | 125.13 | |
Liberty Media 3.750 2/15/30 deb 3.750% | 0.2 | $40M | 66M | 0.61 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.2 | $39M | 1.0M | 38.49 | |
Wells Fargo & Company (WFC) | 0.2 | $38M | 685k | 55.58 | |
Middleby Corporation (MIDD) | 0.2 | $38M | 281k | 136.47 | |
Alibaba Group Holding (BABA) | 0.2 | $39M | 365k | 107.83 | |
Herbalife Ltd conv | 0.2 | $38M | 40M | 0.96 | |
Seagate Technology Com Stk | 0.2 | $37M | 801k | 45.92 | |
KKR & Co | 0.2 | $34M | 1.9M | 18.22 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $36M | 42k | 847.81 | |
Berkshire Hathaway (BRK.B) | 0.2 | $31M | 187k | 166.68 | |
Ashland (ASH) | 0.2 | $32M | 257k | 123.65 | |
Veon | 0.2 | $32M | 7.8M | 4.08 | |
Aetna | 0.2 | $30M | 238k | 127.62 | |
UnitedHealth (UNH) | 0.2 | $29M | 179k | 164.01 | |
Deere & Company (DE) | 0.2 | $27M | 250k | 108.84 | |
Philip Morris International (PM) | 0.2 | $28M | 250k | 112.79 | |
Arvinmeritor Inc frnt 4.000% 2/1 | 0.2 | $27M | 26M | 1.05 | |
Penntex Midstream Partners L | 0.2 | $28M | 1.6M | 17.24 | |
Ctrip.com International | 0.1 | $27M | 552k | 49.15 | |
Ypf Sa (YPF) | 0.1 | $26M | 1.1M | 24.28 | |
Intel Corporation (INTC) | 0.1 | $25M | 700k | 36.10 | |
Deutsche Bank Ag-registered (DB) | 0.1 | $24M | 1.4M | 17.16 | |
Snap Inc cl a (SNAP) | 0.1 | $25M | 1.1M | 22.54 | |
Amazon (AMZN) | 0.1 | $23M | 26k | 886.54 | |
STMicroelectronics (STM) | 0.1 | $23M | 1.5M | 15.39 | |
Zayo Group Hldgs | 0.1 | $24M | 714k | 33.16 | |
Noble Midstream Partners Lp Com Unit Repst | 0.1 | $23M | 433k | 52.08 | |
Mulesoft Inc cl a | 0.1 | $22M | 917k | 24.13 | |
Red Hat | 0.1 | $22M | 249k | 86.50 | |
salesforce (CRM) | 0.1 | $21M | 250k | 82.38 | |
Ally Financial (ALLY) | 0.1 | $20M | 1.0M | 20.31 | |
Melco Crown Entertainment (MLCO) | 0.1 | $17M | 935k | 18.55 | |
Ford Motor Company (F) | 0.1 | $18M | 1.5M | 11.63 | |
Whole Foods Market | 0.1 | $17M | 572k | 29.70 | |
priceline.com Incorporated | 0.1 | $17M | 9.6k | 1780.00 | |
Sears Holdings Corporation | 0.1 | $17M | 1.5M | 11.49 | |
Ttm Technologies Inc conv | 0.1 | $18M | 10M | 1.77 | |
Kraft Heinz (KHC) | 0.1 | $17M | 190k | 90.81 | |
Delta Air Lines (DAL) | 0.1 | $17M | 361k | 45.96 | |
Utilities SPDR (XLU) | 0.1 | $15M | 300k | 51.37 | |
Zions Bancorporation *w exp 05/22/202 | 0.1 | $16M | 1.4M | 11.43 | |
Interdigital Inc 1.5% 3/1/20 convertible bond | 0.1 | $16M | 13M | 1.30 | |
Coupa Software | 0.1 | $16M | 646k | 25.36 | |
Encana Corp | 0.1 | $14M | 1.1M | 11.71 | |
Weyerhaeuser Company (WY) | 0.1 | $15M | 431k | 34.00 | |
Lennar Corporation (LEN.B) | 0.1 | $14M | 328k | 41.84 | |
American International (AIG) | 0.1 | $14M | 216k | 62.43 | |
Gopro (GPRO) | 0.1 | $14M | 1.6M | 8.70 | |
Qorvo (QRVO) | 0.1 | $14M | 201k | 68.53 | |
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.1 | $12M | 9.3k | 1240.05 | |
CIGNA Corporation | 0.1 | $12M | 79k | 146.49 | |
Yahoo! | 0.1 | $13M | 280k | 46.41 | |
ON Semiconductor (ON) | 0.1 | $12M | 777k | 15.51 | |
Activision Blizzard | 0.1 | $12M | 230k | 49.75 | |
MasTec (MTZ) | 0.1 | $12M | 307k | 39.84 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.1 | $12M | 910k | 13.36 | |
Washington Prime (WB) | 0.1 | $12M | 224k | 52.18 | |
Blackstone | 0.1 | $10M | 349k | 29.58 | |
Biogen Idec (BIIB) | 0.1 | $11M | 39k | 272.86 | |
Ii-vi | 0.1 | $11M | 294k | 36.08 | |
Cypress Semiconductor Corporation | 0.1 | $10M | 748k | 13.93 | |
Bank Of America Corporation warrant | 0.1 | $9.8M | 869k | 11.31 | |
Ryland Group note | 0.1 | $10M | 8.2M | 1.26 | |
Molina Healthcare Inc. conv | 0.1 | $10M | 7.8M | 1.28 | |
Seritage Growth Pptys Cl A (SRG) | 0.1 | $10M | 234k | 43.14 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $9.4M | 72k | 130.12 | |
Electronic Arts (EA) | 0.1 | $9.0M | 100k | 89.52 | |
Tempur-Pedic International (TPX) | 0.1 | $8.2M | 177k | 46.46 | |
Hca Holdings (HCA) | 0.1 | $8.2M | 92k | 88.99 | |
Gnc Holdings Inc Cl A | 0.1 | $9.3M | 1.3M | 7.35 | |
Yelp Inc cl a (YELP) | 0.1 | $8.2M | 250k | 32.79 | |
Cemex Sab De Cv conv bnd | 0.1 | $9.4M | 8.0M | 1.17 | |
Kite Pharma | 0.1 | $8.1M | 104k | 78.50 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $9.1M | 215k | 42.12 | |
RPM International (RPM) | 0.0 | $6.8M | 124k | 55.02 | |
Prudential Financial (PRU) | 0.0 | $7.9M | 74k | 106.68 | |
Advanced Micro Devices (AMD) | 0.0 | $6.9M | 479k | 14.51 | |
Under Armour (UAA) | 0.0 | $6.9M | 350k | 19.78 | |
Meritage Homes Corp conv | 0.0 | $6.8M | 6.8M | 1.00 | |
Tesla Motors Inc bond | 0.0 | $6.9M | 7.0M | 0.98 | |
Navistar Intl Corp conv | 0.0 | $7.6M | 7.8M | 0.98 | |
Paypal Holdings (PYPL) | 0.0 | $7.4M | 173k | 43.02 | |
S&p Global (SPGI) | 0.0 | $6.3M | 48k | 130.75 | |
Allegheny Technologies Inc note 4.750% 7/0 | 0.0 | $7.3M | 4.9M | 1.49 | |
Vulcan Materials Company (VMC) | 0.0 | $5.2M | 43k | 120.49 | |
International Paper Company (IP) | 0.0 | $5.8M | 114k | 50.78 | |
Allstate Corporation (ALL) | 0.0 | $5.4M | 66k | 81.48 | |
Fiserv (FI) | 0.0 | $4.7M | 41k | 115.32 | |
Centene Corporation (CNC) | 0.0 | $4.6M | 65k | 71.26 | |
Cheniere Energy (LNG) | 0.0 | $5.6M | 119k | 47.33 | |
Intrexon | 0.0 | $4.9M | 245k | 19.82 | |
Intercontinental Exchange (ICE) | 0.0 | $6.0M | 101k | 59.87 | |
Yahoo Inc note 12/0 | 0.0 | $5.2M | 5.0M | 1.04 | |
Navistar Intl Corp conv | 0.0 | $5.3M | 5.5M | 0.96 | |
Smith & Wesson Holding Corpora | 0.0 | $4.9M | 250k | 19.81 | |
Gnc Hldgs Inc note 1.500% 8/1 | 0.0 | $5.4M | 9.2M | 0.59 | |
Cme (CME) | 0.0 | $3.6M | 30k | 118.80 | |
Lumber Liquidators Holdings (LLFLQ) | 0.0 | $3.8M | 183k | 20.99 | |
Regions Financial Corporation (RF) | 0.0 | $4.3M | 296k | 14.53 | |
Weight Watchers International | 0.0 | $2.7M | 172k | 15.56 | |
Frontier Communications | 0.0 | $3.1M | 1.4M | 2.13 | |
Lannett Company | 0.0 | $2.7M | 122k | 22.35 | |
Macquarie Infrastructure Company | 0.0 | $3.0M | 38k | 80.53 | |
Siliconware Precision Industries | 0.0 | $4.2M | 520k | 8.07 | |
Coca Cola European Partners (CCEP) | 0.0 | $3.9M | 105k | 37.69 | |
Twilio Inc cl a (TWLO) | 0.0 | $4.3M | 150k | 28.87 | |
Deutsche Bk Ag right 04/06/2017 | 0.0 | $3.4M | 1.4M | 2.36 | |
J.C. Penney Company | 0.0 | $2.0M | 320k | 6.16 | |
Nuance Communications | 0.0 | $2.6M | 150k | 17.31 | |
Supervalu | 0.0 | $1.6M | 415k | 3.86 | |
Chesapeake Energy Corporation | 0.0 | $1.6M | 272k | 5.94 | |
Ship Finance Intl | 0.0 | $1.8M | 123k | 14.70 | |
Immunomedics | 0.0 | $1.6M | 246k | 6.47 | |
ZIOPHARM Oncology | 0.0 | $1.1M | 170k | 6.34 | |
Kandi Technolgies | 0.0 | $1.5M | 399k | 3.80 | |
Sprint | 0.0 | $1.5M | 175k | 8.68 | |
Gogo (GOGO) | 0.0 | $1.1M | 96k | 11.01 | |
Sirius Xm Holdings (SIRI) | 0.0 | $2.3M | 451k | 5.15 | |
Energous | 0.0 | $1.1M | 69k | 15.60 | |
Cara Therapeutics (CARA) | 0.0 | $963k | 52k | 18.38 | |
Ep Energy | 0.0 | $1.5M | 317k | 4.75 | |
Cimpress N V Shs Euro | 0.0 | $2.6M | 30k | 86.20 | |
Hortonworks | 0.0 | $2.3M | 230k | 9.97 | |
Vuzix Corp Com Stk (VUZI) | 0.0 | $2.1M | 344k | 6.20 | |
Amplify Snack Brands | 0.0 | $939k | 112k | 8.41 | |
Square Inc cl a (SQ) | 0.0 | $2.2M | 125k | 17.28 | |
Line Corp- | 0.0 | $2.4M | 63k | 38.47 | |
Rh (RH) | 0.0 | $2.5M | 55k | 46.25 | |
Zto Express Cayman (ZTO) | 0.0 | $998k | 76k | 13.10 | |
Bioverativ Inc Com equity | 0.0 | $1.1M | 20k | 54.29 | |
Keryx Biopharmaceuticals | 0.0 | $109k | 18k | 6.16 | |
ICICI Bank (IBN) | 0.0 | $616k | 72k | 8.60 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $450k | 14k | 32.11 | |
HDFC Bank (HDB) | 0.0 | $323k | 4.3k | 75.12 | |
Canadian Solar (CSIQ) | 0.0 | $620k | 51k | 12.25 | |
Seabridge Gold (SA) | 0.0 | $840k | 76k | 10.99 | |
Rockwell Medical Technologies | 0.0 | $550k | 88k | 6.25 | |
Sunpower (SPWRQ) | 0.0 | $152k | 25k | 6.08 | |
Dynegy Inc New Del *w exp 99/99/999 | 0.0 | $149k | 3.7M | 0.04 | |
Exone | 0.0 | $496k | 49k | 10.21 | |
Egalet | 0.0 | $56k | 11k | 5.09 | |
Lands' End (LE) | 0.0 | $388k | 18k | 21.44 | |
Lendingclub | 0.0 | $76k | 14k | 5.51 | |
Xbiotech (XBIT) | 0.0 | $290k | 18k | 16.48 | |
Fitbit | 0.0 | $459k | 78k | 5.92 | |
Frontier Communications Corp pfd conv ser-a | 0.0 | $11k | 228.00 | 48.25 | |
Lexicon Pharmaceuticals (LXRX) | 0.0 | $216k | 15k | 14.40 | |
Zynerba Pharmaceuticals | 0.0 | $386k | 19k | 20.10 | |
Acacia Communications | 0.0 | $773k | 13k | 58.57 | |
Ctrip Com Intl Ltd Note 1.000% 7/0 bond | 0.0 | $9.0k | 8.0k | 1.12 | |
Concordia Intl | 0.0 | $32k | 19k | 1.65 | |
Orexigen Therapeutics | 0.0 | $210k | 61k | 3.43 | |
Ctrip Com Intl Ltd note 1.990% 7/0 | 0.0 | $375k | 323k | 1.16 | |
Comstock Resources (CRK) | 0.0 | $528k | 57k | 9.23 | |
Impinj (PI) | 0.0 | $412k | 14k | 30.29 | |
Verso Corp cl a | 0.0 | $0 | 102k | 0.00 |