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Fulcrum Asset Management LLP 13F Holdings
Holdings from the most recent 13F from Fulcrum Asset Management LLP
Filed: 2024-10-15 (Q3 2024) | Holdings: 19 | Value: $43.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| KBH - KB HOME | PUT | Add 68% ($3.0M) | 17.32% | $7.5M | |||
| INVH - INVITATION HOMES INC | PUT | New Purchase | 7.94% | $3.5M | |||
| SLB - SCHLUMBERGER LTD | PUT | Add 27% ($738.9K) | 7.93% | $3.5M | |||
| WCN - WASTE CONNECTIONS INC | PUT | Add 7% ($205.8K) | 7.21% | $3.1M | |||
| EQIX - EQUINIX INC | PUT | Add 3% ($76.4K) | 7.11% | $3.1M | |||
| CLH - CLEAN HARBORS INC | PUT | Reduce 14% $(492.8K) | 6.73% | $2.9M | |||
| JNJ - JOHNSON & JOHNSON | PUT | Reduce 3% $(75.5K) | 6.46% | $2.8M | |||
| MTH - MERITAGE HOMES CORP | PUT | Add 89% ($1.3M) | 6.15% | $2.7M | |||
| LGIH - LGI HOMES INC | PUT | Add 89% ($1.2M) | 6.01% | $2.6M | |||
| SPGI - S&P GLOBAL INC | PUT | Reduce 3% $(64.5K) | 5.35% | $2.3M | |||
| WFG - WEST FRASER TIMBER CO LTD | PUT | Reduce 2% $(32.2K) | 4.74% | $2.1M | |||
| BSX - BOSTON SCIENTIFIC CORP | PUT | Reduce 3% $(51.5K) | 4.34% | $1.9M | |||
| VOYA - VOYA FINANCIAL INC | PUT | Reduce 3% $(38.4K) | 3.27% | $1.4M | |||
| HUM - HUMANA INC | PUT | Add 12% ($151.8K) | 3.21% | $1.4M | |||
| BMY - BRISTOL-MYERS SQUIBB CO | PUT | Reduce 3% $(27.5K) | 2.34% | $1.0M | |||
| O - REALTY INCOME CORP | PUT | Add 12% ($56.1K) | 1.24% | $538.8K | |||
| ECL - ECOLAB INC | PUT | New Purchase | 1.18% | $516.2K | |||
| ZTS - ZOETIS INC | PUT | New Purchase | 0.77% | $337.2K | |||
| CSX - CSX CORP | PUT | Add 9% ($24.5K) | 0.70% | $305.8K | |||