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.
Rail-Splitter Capital Management, LLC (CIK 1350312) reported $89.4M across 40 reported positions in its SEC 13F filing for 2016-12-31. Largest positions: HDS ($4.5M, 5.00%), FIS ($3.8M, 4.23%), TSS ($3.5M, 3.87%), MDT ($3.3M, 3.68%), AAPL ($3.3M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HDS | HD Supply Holdings Inc. HDS | $4.5M | 5.00% | 105,258 | Trimmed |
| 2 | FIS | Fidelity National Information Services Inc. FIS | $3.8M | 4.23% | 49,960 | Trimmed |
| 3 | TSS | Total System Services Inc. TSS | $3.5M | 3.87% | 70,525 | New |
| 4 | MDT | Medtronic Inc. MDT | $3.3M | 3.68% | 46,186 | Trimmed |
| 5 | AAPL | Apple Inc. AAPL | $3.3M | 3.65% | 28,215 | New |
| 6 | UNH | UnitedHealth Group Incorporated UNH | $3.1M | 3.48% | 19,465 | Trimmed |
| 7 | BLDR | Builders FirstSource Inc. BLDR | $3.1M | 3.44% | 280,708 | Trimmed |
| 8 | DELL | Dell Technologies Inc. Class V DVMT | $3.0M | 3.36% | 54,700 | New |
| 9 | PWR | Quanta Services Inc. PWR | $2.9M | 3.28% | 84,230 | Trimmed |
| 10 | VWR | VWR Corp. VWR | $2.9M | 3.25% | 116,065 | Trimmed |
| 11 | DY | Dycom Industries Inc. DY | $2.9M | 3.20% | 35,635 | New |
| 12 | ZD | j2 Global Inc JCOM | $2.8M | 3.17% | 34,677 | Trimmed |
| 13 | META | Facebook Inc. Class A FB | $2.8M | 3.09% | 24,000 | Trimmed |
| 14 | SBUX | Starbucks Corporation SBUX | $2.7M | 3.00% | 48,360 | New |
| 15 | EA | Electronic Arts Inc. EA | $2.6M | 2.94% | 33,386 | Trimmed |
| 16 | SUM | Summit Materials Inc. Class A SUM | $2.6M | 2.92% | 109,767 | New |
| 17 | INXN | Interxion Holding N.V. INXN | $2.4M | 2.73% | 69,648 | Trimmed |
| 18 | AMT | American Tower Corporation AMT | $2.4M | 2.66% | 22,505 | Trimmed |
| 19 | CVLT | CommVault Systems Inc. CVLT | $2.3M | 2.57% | 44,693 | Trimmed |
| 20 | PLNT | Planet Fitness Inc. Class A PLNT | $2.2M | 2.46% | 109,387 | Trimmed |
| 21 | TRU | TransUnion TRU | $2.2M | 2.44% | 70,611 | Trimmed |
| 22 | AMZN | Amazon.com Inc. AMZN | $2.1M | 2.40% | 2,865 | New |
| 23 | AVT | Avnet Inc. AVT | $2.1M | 2.32% | 43,544 | New |
| 24 | NXPI | NXP Semiconductors NV NXPI | $2.0M | 2.22% | 20,265 | Trimmed |
| 25 | AMG | Affiliated Managers Group Inc. AMG | $2.0M | 2.22% | 13,655 | New |
Source: SEC Form 13F filings · as of 2016-12-31