Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Convector Capital Management, LP 13F Holdings -- Portfolio & Top Positions (2016-09-30)

Convector Capital Management, LP (CIK 1665054) reported $54.5M across 28 reported positions in its SEC 13F filing for 2016-09-30. Largest positions: SPY ($4.6M, 8.50%), PG ($3.6M, 6.57%), AAPL ($3.4M, 6.27%), GILD ($3.4M, 6.24%), BHC ($3.3M, 6.15%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$4.6M8.50%21,400Hold
2PGPROCTER AND GAMBLE CO$3.6M6.57%39,885Hold
3AAPLAPPLE INC$3.4M6.27%30,200Trimmed
4GILDGILEAD SCIENCES INC$3.4M6.24%42,928Trimmed
5BHCVALEANT PHARMACEUTICALS INTL$3.3M6.15%136,374Trimmed
6LLFLQLUMBER LIQUIDATORS HLDGS INC$2.8M5.15%142,630Trimmed
7YUMYUM BRANDS INC$2.7M5.00%30,000Hold
8QRVOQORVO INC$2.6M4.78%46,663Trimmed
9JPMJPMORGAN CHASE & CO$2.4M4.34%35,525Added
10UALUNITED CONTL HLDGS INC$2.3M4.30%44,660Trimmed
11OAORBITAL ATK INC$2.2M4.07%29,044Added
12CSCOCISCO SYS INC$2.1M3.90%67,000Trimmed
13LBTYALIBERTY GLOBAL PLC$1.9M3.46%55,092Trimmed
14QCOMQUALCOMM INC$1.8M3.36%26,726Trimmed
15CVXCHEVRON CORP NEW$1.8M3.28%17,365Trimmed
16TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.6M2.90%35,000Trimmed
17BWBABCOCK & WILCOX ENTERPRIS I$1.5M2.82%40,019Trimmed
18AERIAERIE PHARMACEUTICALS INC$1.5M2.66%38,444Trimmed
19MNKKQMALLINCKRODT PUB LTD CO$1.4M2.51%19,617Trimmed
20TWTRTWITTER INC$1.2M2.21%52,305Added
21YHOOYAHOO INC$1.1M2.06%26,000Trimmed
22JEFLEUCADIA NATL CORP$1.0M1.91%54,500Trimmed
23GSGOLDMAN SACHS GROUP INC$1.0M1.85%6,250New
24TIVO1TIVO INC$949,0001.74%48,700New
25FOLDAMICUS THERAPEUTICS INC$752,0001.38%101,600Trimmed

Source: SEC Form 13F filings · as of 2016-09-30