Selz Capital LLC 13F Holdings

CIK 0001288125 · New York, NY

As of Dec 31, 2019, Selz Capital LLC reported 62 positions worth $569.8K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AIR LEASE CORP CL AALIndustrials1,010,000$48.0K8.42%
SPX CORPSPXCIndustrials716,444$36.5K6.40%
TRILOGY METALS INC NEWTMQBasic Materials13,093,262$34.0K5.98%
ATHENE HOLDING LTDATHFinancial Services565,200$26.6K4.67%
WILLSCOT CORPWSCIndustrials1,397,800$25.8K4.54%
AMAZON.COM INCAMZNEquity13,800$25.5K4.48%
AMERICAN AIRLS GROUP INCAALIndustrials845,000$24.2K4.25%
WPX Energy IncWPXEnergy1,395,626 9.2K3.37%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services75,000 7.0K2.98%
MICROSOFT CORPMSFTTechnology97,000 5.3K2.68%
UNION PACIFIC CORPUNPIndustrials83,000 5.0K2.63%
LENNOX INTERNATIONAL INCLIIBasic Materials54,084 3.2K2.32%
HEICO CORPHEIIndustrials107,500 2.3K2.15%
SLACK TECHNOLOGIES INC CLASS AWORKTechnology542,000 2.2K2.14%
LIBERTY MEDIA CORP DEL——230,250 1.1K1.95%
NEXSTAR BROADCASTINGNXSTCommunication Services91,600 0.7K1.89%
CME GROUP INC COMCMEFinancial Services53,000 0.6K1.87%
ALPHABET INCGOOGLCommunication Services7,800 0.4K1.83%
FIDELITY NATL INFO SVC COMFISTechnology73,000 0.2K1.78%
Sinclair Broadcast Group IncSBGICommunication Services291,600$9.7K1.71%
FEDEX CORPFDXIndustrials63,000$9.5K1.67%
BARRICK MINING CORPBBasic Materials500,000$9.3K1.63%
CROWDSTRIKE HOLDINGS INCCRWDTechnology182,000$9.1K1.59%
Waste Connections IncWCNIndustrials99,500$9.0K1.59%
RingCentral IncRNGTechnology51,200$8.6K1.52%