FOURPOINTS Investment Managers, S.A.S. - Q1 2019 holdings

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$27.2 Million is the total value of FOURPOINTS Investment Managers, S.A.S.'s 6 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 33.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
DOFSQ BuyDIAMOND OFFSHORE DRILLING$10,097,000
+36.7%
962,505
+23.0%
34.40%
+37.8%
MKL BuyMARKEL CORP$6,525,000
-1.0%
6,550
+3.1%
22.23%
-0.3%
L SellLOEWS CORP$4,975,000
+1.4%
103,800
-3.7%
16.95%
+2.2%
DE SellDEERE & CO$3,221,000
-30.7%
20,150
-35.3%
10.97%
-30.1%
MHK BuyMOHAWK INDUSTRIES$2,409,000
+11.3%
19,100
+3.2%
8.21%
+12.2%
BRKB NewBERKSHIRE HATHAWAY CLASS B$2,129,000–10,600
+100.0%
7.25%–
JEF ExitJEFFERIES FINANCIAL GROUP INC$0–-223,962
-100.0%
-13.14%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-04-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DEERE & CO19Q3 201915.7%
Howard Hughes Corp16Q1 20174.1%
Alexander & Baldwin Inc16Q1 20173.5%
Citigroup Inc16Q1 20173.4%
TE Connectivity Ltd16Q1 20173.5%
Compass Minerals Intl Inc16Q1 20173.3%
Regions Financial Corp New16Q1 20173.1%
RPM Intl Inc16Q1 20172.8%
Hubbell Inc Cl B16Q1 20172.8%
Urban Outfitters Inc16Q1 20173.1%

View FOURPOINTS Investment Managers, S.A.S.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2020-01-14
13F-HR2019-10-02
13F-HR2019-07-15
13F-HR2019-04-18
13F-HR2019-02-07
13F-HR2017-05-15
13F-HR2017-02-06
13F-HR2016-11-09
13F-HR2016-08-11
13F-HR/A2016-05-05

View FOURPOINTS Investment Managers, S.A.S.'s complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (27227000.0 != 29356000.0)

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