Anchor Bolt Capital, LP
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2020, never from the firm's own description.
Closest benchmark: the Russell 1000 as of 2020-03-31, active share 99.5%; sector active share 65.6% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
19 tracked positions · as of Mar 31, 2020Sector Breakdown
As of Mar 31, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 31.8% | $5,191,841 |
| Consumer Cyclical | 23.3% | $3,798,541 |
| Unclassified | 16.4% | $2,668,000 |
| Energy | 15.0% | $2,441,948 |
| Industrials | 12.2% | $1,995,945 |
| Utilities | 1.3% | $215,086 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GPK |
Graphic Packaging Holding Co
Consumer Cyclical
|
First | 203,405 | $2,481,541 | 15.21% | |
| GFI |
Gold Fields Ltd
Basic Materials
|
First | 449,614 | $2,135,666 | 13.09% | |
|
|
First | 55,214 | $1,861,000 | 11.41% | ||
| LNG |
Cheniere Energy, Inc.
Energy
|
First | 43,206 | $1,447,401 | 8.87% | |
| EGO |
Eldorado Gold Corp
Basic Materials
|
First | 148,761 | $917,855 | 5.63% | |
| URI |
United Rentals, Inc.
Industrials
|
First | 8,673 | $892,451 | 5.47% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
First | 37,056 | $835,242 | 5.12% | |
|
|
First | 60,899 | $807,000 | 4.95% | ||
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
First | 24,122 | $656,118 | 4.02% | |
| CCK |
Crown Holdings, Inc.
Consumer Cyclical
|
First | 11,220 | $651,208 | 3.99% | |
| NEM |
NEWMONT Corp
Basic Materials
|
First | 14,288 | $646,960 | 3.97% | |
|
|
First | 30,215 | $519,000 | 3.18% | ||
| PUMP |
ProPetro Holding Corp.
Energy
|
First | 190,219 | $475,547 | 2.92% | |
| PCAR |
Paccar Inc
Industrials
|
First | 6,664 | $407,369 | 2.50% | |
| WHR |
Whirlpool Corp
Consumer Cyclical
|
First | 4,494 | $385,585 | 2.36% | |
| MAS |
Masco Corp
Industrials
|
First | 11,029 | $381,272 | 2.34% | |
| EAF |
Graftech International Ltd
Industrials
|
First | 38,775 | $314,853 | 1.93% | |
| DAN |
DANA Inc
Consumer Cyclical
|
First | 35,878 | $280,207 | 1.72% | |
| XIFR |
XPLR Infrastructure, LP
Utilities
|
First | 5,002 | $215,086 | 1.32% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.