PRECISION PATH CAPITAL, LP 13F Holdings

CIK 0001654407 · NEW YORK, NY

As of Dec 31, 2018, PRECISION PATH CAPITAL, LP reported 15 positions worth $233.2K in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
UNITED RENTALS INCURIIndustrials300,000$30.8K13.19%
UNION PACIFIC CORPUNPIndustrials220,000$30.4K13.04%
CARLISLE COMPANIES INCCSLBasic Materials235,000$23.6K10.13%
NORFOLK SOUTHERN CORPNSCIndustrials135,000$20.2K8.66%
DANA INCDANConsumer Cyclical1,370,000 8.7K8.01%
GOODYEAR TIRE & RUBBER COGTConsumer Cyclical750,000 5.3K6.56%
LEAR CORPLEAConsumer Cyclical117,000 4.4K6.16%
LINCOLN ELECTRIC HOLDINGS INCLECOIndustrials179,000 4.1K6.05%
IRTTBasic Materials150,000 3.7K5.87%
CATERPILLAR INCCATIndustrials80,000 0.2K4.36%
LENNOX INTERNATIONAL INCLIIBasic Materials45,000$9.8K4.22%
GRACE W R & CO DEL NEW——145,000$9.4K4.04%
STANLEY BLACK & DECKER INCSWKIndustrials75,000$9.0K3.85%
CANADIAN PAC RY LTDCPIndustrials50,000$8.9K3.81%
ALLEGION PLCALLEIndustrials60,000$4.8K2.05%