PWMCO LLC 13F Holdings

CIK 02810528 · CHICAGO, IL

As of Mar 31, 2020, PWMCO LLC reported 60 positions worth $298.9K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services178,449$32.6K10.91%
Labcorp HoldingsLHHealthcare239,487$30.3K10.13%
LAMAR ADVERTISINGLAMRReal Estate390,660$20.0K6.70%
EQUITY LIFESTYLE PROPERTIESELSReal Estate337,960 9.5K6.53%
SUN COMMUNITIES INCSUIReal Estate121,810 5.3K5.11%
JOHNSON & JOHNSONJNJHealthcare100,300 3.2K4.40%
CASEYS GENERAL STORES INCCASYConsumer Cyclical96,175 2.7K4.26%
APPLE INCAAPLTechnology49,245 2.5K4.19%
FIRST HORIZON CORPFHNFinancial Services1,496,313 2.2K4.08%
KANSAS CITY SOUTHERNKSUIndustrials92,400 1.8K3.94%
CITIZENS FINANCIAL GROUP INCCFGFinancial Services572,225 0.8K3.60%
SCHWAB CHARLES CORPSCHWEquity306,650 0.3K3.45%
WEYERHAEUSER COWYReal Estate510,600$8.7K2.90%
POTLATCHDELTIC CORPPCHReal Estate235,550$7.4K2.47%
SLB LIMITEDSLBEquity534,100$7.3K2.44%
F5 INCFFIVTechnology63,790$6.8K2.28%
HOME BANCSHARES INCHOMBFinancial Services462,400$5.5K1.85%
Plains Group HoldingsPAGPEnergy927,650$5.2K1.74%
FIRST COMMUNITY CORPFCCOFinancial Services276,100$4.3K1.45%
AMERICOLD REALTY TRUSTCOLDReal Estate121,750$4.2K1.39%
PINNACLE FINANCIAL PARTNERS INCPNFPFinancial Services90,203$3.4K1.13%
KROGER COKRConsumer Defensive110,550$3.3K1.11%
CHECK POINT SOFTWARE ORDCHKPTechnology29,900$3.0K1.01%
Cedar FairFUNConsumer Cyclical163,660$3.0K1.00%
Rolls Royce Holdings ADRRYCEY—639,700$2.7K0.92%