MARK MORRIS ET AL 13F Holdings

CIK 0000845833 · NEW YORK, NY

As of Jun 30, 2013, MARK MORRIS ET AL reported 238 positions worth $276.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET AGOOGLCommunication Services18,966 6.7K6.03%
STARBUCKS CORPSBUXConsumer Cyclical205,605 3.5K4.87%
APPLE INCAAPLTechnology33,834 3.4K4.85%
YAHOO INC——529,542 3.3K4.81%
EOG RESOURCES INCEOGEnergy99,624 3.1K4.74%
TOLL BROTHERS INCTOLConsumer Cyclical398,349 3.0K4.70%
CME GROUP INCCMEFinancial Services160,627 2.2K4.41%
LENNAR CORPLENConsumer Cyclical336,384 2.1K4.38%
SCHWAB CHARLES CORPSCHWEquity500,718 0.6K3.84%
MGM RESORTS INTERNATIONALMGMConsumer Cyclical629,482$9.3K3.36%
COTERRA ENERGY INCCTRAEnergy124,165$8.8K3.19%
The Blackstone Group Inc.BXFinancial Services413,107$8.7K3.14%
PRICELINE GRP INCBKNGIndustrials10,422$8.6K3.11%
AMAZON.COM INCAMZNEquity29,551$8.2K2.97%
CUMMINS INCCMIIndustrials72,924$7.9K2.86%
LINKEDIN CORPLNKDCommunication Services43,521$7.8K2.80%
BOEING COBAIndustrials57,175$5.9K2.12%
HOME DEPOT INCHDConsumer Cyclical74,723$5.8K2.09%
RADIAN GROUP INCRDNFinancial Services478,015$5.6K2.01%
EBAY INCEBAYConsumer Cyclical97,050$5.0K1.81%
META PLATFORMS INCMETACommunication Services199,600$5.0K1.79%
VISA INC-CLASS A SHARESVFinancial Services27,092$5.0K1.79%
PIONEER NAT RES COMPANY——30,129$4.4K1.58%
TAYLOR MORRISON HOME CORPTMHCConsumer Cyclical171,198$4.2K1.51%
YUM BRANDS INCYUMConsumer Cyclical54,235$3.8K1.36%