Institutions / Ivory Investment Management. L.P.
Ivory Investment Management. L.P.
CIK 1116544 · Institution · as of Dec 31, 2014
Portfolio value
$2.76B
Positions
65
As of
Dec 31, 2014
Top holdings
Dec 31, 2014View all 65 →
| Company | Value | % of portfolio |
|---|---|---|
| Hd Supply Hldgs Inc | $127.53M | 4.6% |
| Bank of New York Mellon CorpBK | $122.15M | 4.4% |
| Valeant Pharmaceuticals Intl | $121.24M | 4.4% |
| Hertz Global Holdings Inc | $119.64M | 4.3% |
| Ebay IncEBAY | $115.81M | 4.2% |
| American Airlines Group Inc.AAL | $112.98M | 4.1% |
| Applied Materials Inc /DeAMAT | $109.67M | 4.0% |
| Actavis PLC | $106.39M | 3.8% |
| T-Mobile US, Inc.TMUS | $104.28M | 3.8% |
| Flex Ltd.FLEX | $100.05M | 3.6% |
| B/E Aerospace Inc | $92.28M | 3.3% |
| Jds Uniphase Corp | $89.42M | 3.2% |
| Best Buy Co IncBBY | $86.30M | 3.1% |
| Medtronic Inc | $82.55M | 3.0% |
| Avis Budget Group, Inc.CAR | $80.96M | 2.9% |
| Yahoo Inc | $80.35M | 2.9% |
| AecomACM | $80.08M | 2.9% |
| Salix Pharmaceuticals Inc | $75.10M | 2.7% |
| Micron Technology IncMU | $72.15M | 2.6% |
| Cisco Systems, Inc.CSCO | $69.91M | 2.5% |
| SPDR Gold TrustGLD | $68.09M | 2.5% |
| E M C Corp Mass | $66.63M | 2.4% |
| Service Corporation InternationalSCI | $59.34M | 2.1% |
| Dollar General CorpDG | $47.30M | 1.7% |
| Walgreens Boots Alliance, Inc.WBA | $41.11M | 1.5% |
Activity
Dec 31, 2014
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.