Seminole Management as of Dec. 31, 2017
Portfolio Holdings for Seminole Management
Seminole Management holds 27 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 10.7 | $58M | 2.0M | 29.52 | |
| American Express Company (AXP) | 10.5 | $58M | 582k | 99.31 | |
| Citigroup (C) | 9.8 | $54M | 721k | 74.41 | |
| Delta Air Lines (DAL) | 9.0 | $49M | 881k | 56.00 | |
| Total (TTE) | 8.4 | $46M | 830k | 55.28 | |
| Micron Technology (MU) | 6.4 | $35M | 851k | 41.12 | |
| Vodafone Group New Adr F (VOD) | 4.9 | $27M | 844k | 31.90 | |
| Lear Corporation (LEA) | 4.5 | $25M | 139k | 176.66 | |
| Magna Intl Inc cl a (MGA) | 4.3 | $24M | 420k | 56.67 | |
| Verizon Communications (VZ) | 4.1 | $22M | 423k | 52.93 | |
| Celgene Corporation | 2.8 | $16M | 149k | 104.36 | |
| Prudential Financial (PRU) | 2.5 | $14M | 117k | 114.98 | |
| Royal Dutch Shell | 2.4 | $13M | 195k | 66.71 | |
| Legg Mason | 2.4 | $13M | 309k | 41.98 | |
| At&t (T) | 2.4 | $13M | 334k | 38.88 | |
| BP (BP) | 2.0 | $11M | 258k | 42.03 | |
| Tyson Foods (TSN) | 2.0 | $11M | 133k | 81.07 | |
| Amgen (AMGN) | 1.9 | $10M | 60k | 173.90 | |
| Lincoln National Corporation (LNC) | 1.8 | $9.9M | 128k | 76.87 | |
| Valero Energy Corporation (VLO) | 1.4 | $7.8M | 85k | 91.91 | |
| Alphabet Inc Class A cs (GOOGL) | 1.4 | $7.6M | 7.2k | 1053.44 | |
| Spirit AeroSystems Holdings (SPR) | 1.1 | $6.2M | 71k | 87.25 | |
| AllianceBernstein Holding (AB) | 1.1 | $6.0M | 239k | 25.05 | |
| Amazon (AMZN) | 1.0 | $5.7M | 4.8k | 1169.42 | |
| Intel Corporation (INTC) | 0.6 | $3.0M | 65k | 46.15 | |
| Facebook Inc cl a (META) | 0.5 | $2.8M | 16k | 176.43 | |
| Embraer S A (ERJ) | 0.3 | $1.9M | 81k | 23.93 |
