Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PWMCO, LLC (CIK 1263568) reported $298.9M across 56 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: BRK/B ($32.6M, 10.91%), LH ($30.3M, 10.13%), LAMR ($20.0M, 6.70%), ELS ($19.5M, 6.53%), SUI ($15.3M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway, Inc. - Class B | $32.6M | 10.91% | 178,449 | Added |
| 2 | LH | Laboratory Corporation of America Hldgs | $30.3M | 10.13% | 239,487 | Added |
| 3 | LAMR | Lamar Advertising Co. | $20.0M | 6.70% | 390,660 | Added |
| 4 | ELS | Equity Lifestyle Properties Inc. | $19.5M | 6.53% | 337,960 | Trimmed |
| 5 | SUI | Sun Communities | $15.3M | 5.11% | 121,810 | Trimmed |
| 6 | JNJ | Johnson & Johnson | $13.2M | 4.40% | 100,300 | Trimmed |
| 7 | CASY | Casey's General Stores, Inc. | $12.7M | 4.26% | 96,175 | Trimmed |
| 8 | AAPL | Apple Inc. | $12.5M | 4.19% | 49,245 | Trimmed |
| 9 | FHN | First Horizon Natl | $12.2M | 4.08% | 1.5M | Added |
| 10 | KSU | Kansas City Southern | $11.8M | 3.94% | 92,400 | Trimmed |
| 11 | CFG | Citizens Financial Group | $10.8M | 3.60% | 572,225 | Added |
| 12 | SCHW | Schwab (Charles) Corp. | $10.3M | 3.45% | 306,650 | Added |
| 13 | WY | Weyerhaeuser Co. | $8.7M | 2.90% | 510,600 | Added |
| 14 | PCH | Potlatch Corp. | $7.4M | 2.47% | 235,550 | Added |
| 15 | SLB | Schlumberger Ltd. | $7.3M | 2.44% | 534,100 | Added |
| 16 | FFIV | F5 Networks Inc. | $6.8M | 2.28% | 63,790 | New |
| 17 | HOMB | Home Bancshares | $5.5M | 1.85% | 462,400 | Trimmed |
| 18 | PAGP | Plains Group Holdings | $5.2M | 1.74% | 927,650 | Added |
| 19 | FCCO | First Community Corp | $4.3M | 1.45% | 276,100 | Trimmed |
| 20 | COLD | Americold Realty TRUST | $4.2M | 1.39% | 121,750 | Trimmed |
| 21 | PNFP | Pinnacle Finl Partners Inc | $3.4M | 1.13% | 90,203 | Trimmed |
| 22 | KR | Kroger Co. | $3.3M | 1.11% | 110,550 | Trimmed |
| 23 | CHKP | Check Point Software Technologies | $3.0M | 1.01% | 29,900 | Added |
| 24 | FUN | Cedar Fair -L.P. | $3.0M | 1.00% | 163,660 | Added |
| 25 | RYCEY | Rolls-Royce Hldgs | $2.7M | 0.92% | 639,700 | New |
Source: SEC Form 13F filings · as of 2020-03-31