Seminole Management as of March 31, 2018
Portfolio Holdings for Seminole Management
Seminole Management holds 22 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | 14.5 | $63M | 1.1M | 54.81 | |
| Bank of America Corporation (BAC) | 13.7 | $59M | 2.0M | 29.99 | |
| American Express Company (AXP) | 13.2 | $57M | 612k | 93.28 | |
| Citigroup (C) | 13.0 | $56M | 831k | 67.50 | |
| Magna Intl Inc cl a (MGA) | 5.5 | $24M | 420k | 56.35 | |
| Total (TTE) | 4.8 | $21M | 356k | 57.69 | |
| Facebook Inc cl a (META) | 3.4 | $15M | 91k | 159.79 | |
| Lear Corporation (LEA) | 3.3 | $15M | 78k | 186.09 | |
| BP (BP) | 3.1 | $14M | 335k | 40.54 | |
| AllianceBernstein Holding (AB) | 3.1 | $14M | 507k | 26.85 | |
| Lincoln National Corporation (LNC) | 3.1 | $13M | 182k | 73.06 | |
| Hp (HPQ) | 2.8 | $12M | 550k | 21.92 | |
| Verizon Communications (VZ) | 2.7 | $12M | 244k | 47.82 | |
| Tesla Motors (TSLA) | 1.8 | $8.0M | 30k | 266.13 | |
| Netflix (NFLX) | 1.8 | $7.7M | 26k | 295.35 | |
| Boeing Company (BA) | 1.7 | $7.2M | 22k | 327.86 | |
| Suntrust Banks Inc $1.00 Par Cmn | 1.6 | $7.1M | 105k | 68.04 | |
| Micron Technology (MU) | 1.6 | $7.0M | 135k | 52.14 | |
| Intel Corporation (INTC) | 1.6 | $7.0M | 135k | 52.08 | |
| Fifth Third Ban (FITB) | 1.6 | $6.8M | 214k | 31.75 | |
| Celgene Corporation | 1.4 | $6.0M | 68k | 89.21 | |
| Industries N shs - a - (LYB) | 0.8 | $3.5M | 34k | 105.67 |
