Anchor Bolt Capital, LP 13F Holdings

CIK 0001542943 · Chicago, IL

As of Mar 31, 2020, Anchor Bolt Capital, LP reported 21 positions worth 8.0K in its SEC Form 13F filing.

Top 21 holdings

SecurityTickerSectorSharesValue% of portfolio
GRAPHIC PACKAGING HOLDING COGPKConsumer Cyclical203,405$2.5K13.75%
GOLD FIELDS LTDGFIBasic Materials449,614$2.1K11.84%
BERRY GLOBAL GROUP INCBERYConsumer Cyclical55,214 .9K10.31%
CHENIERE ENERGY INCLNGEnergy43,206 .4K8.02%
ARCH COAL INCARCHBasic Materials47,819 .4K7.66%
ELDORADO GOLD CORPEGOBasic Materials148,761$918.05.09%
UNITED RENTALS INCURIIndustrials8,673$892.04.94%
STEEL DYNAMICS INCSTLDBasic Materials37,056$835.04.63%
MERITOR INCMTORConsumer Cyclical60,899$807.04.47%
CF INDUSTRIES HOLDINGS INCCFBasic Materials24,122$656.03.64%
CROWN HOLDINGS INCCCKConsumer Cyclical11,220$651.03.61%
NEWMONT CORPNEMBasic Materials14,288$647.03.59%
COTERRA ENERGY INCCTRAEnergy30,215$519.02.88%
PROPETRO HOLDING CORPPUMPEnergy190,219$476.02.64%
PACCAR INCPCARIndustrials6,664$407.02.26%
WHIRLPOOL CORPWHRConsumer Cyclical4,494$386.02.14%
MASCO CORPMASBasic Materials11,029$381.02.11%
TURQUOISE HILL RESOURCES LTDTRQBasic Materials922,990$352.01.95%
GRAFTECH INTERNATIONAL LTDEAFIndustrials38,775$315.01.75%
DANA INCDANConsumer Cyclical35,878$280.01.55%
XPLR INFRASTRUCTURE LPXIFRUtilities5,002$215.01.19%