10,000+ stock pitches from top investors available on joinyellowbrick.com
Fulcrum Asset Management LLP 13F Holdings
Holdings from the most recent 13F from Fulcrum Asset Management LLP
Filed: 2025-02-03 (Q4 2024) | Holdings: 16 | Value: $21.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| WCN - WASTE CONNECTIONS INC | PUT | Reduce 2% $(80.1K) | 14.79% | $3.2M | |||
| SLB - SCHLUMBERGER LTD | PUT | Reduce 11% $(366.3K) | 13.86% | $3.0M | |||
| BSX - BOSTON SCIENTIFIC CORP | PUT | Add 34% ($735.1K) | 13.56% | $2.9M | |||
| SPGI - S&P GLOBAL INC | PUT | Add 8% ($181.4K) | 12.13% | $2.6M | |||
| JNJ - JOHNSON & JOHNSON | PUT | Reduce 5% $(122.3K) | 12.06% | $2.6M | |||
| PEP - PEPSICO INC | PUT | New Purchase | 8.64% | $1.8M | |||
| CLH - CLEAN HARBORS INC | PUT | Reduce 45% $(1.2M) | 6.66% | $1.4M | |||
| WFG - WEST FRASER TIMBER CO LTD | PUT | Reduce 58% $(1.1M) | 3.86% | $825.5K | |||
| BMY - BRISTOL-MYERS SQUIBB CO | PUT | Reduce 56% $(673.6K) | 2.45% | $524.1K | |||
| ECL - ECOLAB INC | PUT | 2.39% | $510.0K | ||||
| KBH - KB HOME | PUT | Reduce 92% $(5.6M) | 2.35% | $502.8K | |||
| O - REALTY INCOME CORP | PUT | Add 1% ($2.5K) | 2.21% | $472.9K | |||
| CSX - CSX CORP | PUT | Add 14% ($42.6K) | 1.62% | $346.3K | |||
| ZTS - ZOETIS INC | PUT | 1.42% | $302.7K | ||||
| ALL - ALLSTATE CORP | PUT | New Purchase | 1.02% | $217.9K | |||
| HUM - HUMANA INC | PUT | Reduce 82% $(994.7K) | 0.99% | $211.8K | |||
| EQIX - EQUINIX INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| INVH - INVITATION HOMES INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| LGIH - LGI HOMES INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| MTH - MERITAGE HOMES CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| VOYA - VOYA FINANCIAL INC | PUT | Reduce 100% | 0.00% | $0.00 | |||