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| Name: |
Sustainable Insight Capital Management LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10010 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
1 |
- |
$192.25 |
$10,889,000 |
63,501 |
7.86% |
9,137,000 |
54,400 |
0 |
Personal Computers |
|
|
TMUS |
T-Mobile Us Inc |
3 |
- |
$174.96 |
$9,667,000 |
59,228 |
6.97% |
4,356,000 |
26,100 |
0.005 |
Wireless Communications |
|
|
LRCX |
Lam Research Corp |
4 |
- |
$932.44 |
$9,600,000 |
9,881 |
6.93% |
9,600,000 |
9,881 |
0.007 |
Semiconductor Equipme... |
|
|
ABT |
Abbott Laboratories |
7 |
- |
$102.19 |
$5,831,000 |
51,300 |
4.21% |
5,831,000 |
51,300 |
0.003 |
Drug Manufacturers - ... |
|
|
AMZN |
Amazon.com Inc |
10 |
- |
$176.44 |
$3,563,000 |
19,751 |
2.57% |
2,628,000 |
13,600 |
0 |
Internet Software & S... |
|
|
NVDA |
NVIDIA Corporation |
11 |
- |
$1,096.33 |
$3,456,000 |
3,825 |
2.49% |
2,354,000 |
1,600 |
0 |
Semiconductor - Speci... |
|
|
JPM |
JP Morgan Chase & Co |
12 |
- |
$202.63 |
$3,174,000 |
15,848 |
2.29% |
495,000 |
100 |
0.001 |
Domestic Money Center... |
|
|
SPGI |
S&P Global Inc |
13 |
- |
$427.51 |
$2,959,000 |
6,954 |
2.13% |
512,000 |
1,400 |
0.002 |
Publishing |
|
|
ACGL |
Arch Capital Group Ltd |
19 |
- |
$102.63 |
$2,884,000 |
31,200 |
2.08% |
2,646,000 |
28,000 |
0.008 |
Property & Casualty I... |
|
|
CMG |
Chipotle Mexican Grill Inc |
20 |
- |
$3,129.52 |
$2,767,000 |
952 |
2% |
738,000 |
65 |
0.003 |
Restaurants |
|
|
RCL |
Royal Caribbean Cruises Ltd |
22 |
- |
$147.68 |
$2,558,000 |
18,400 |
1.85% |
577,000 |
3,100 |
0.008 |
Sporting and Park Ent... |
|
|
SBUX |
Starbucks Corp |
23 |
- |
$80.22 |
$2,532,000 |
27,700 |
1.83% |
353,000 |
5,000 |
0.002 |
Specialty Eateries |
|
|
DE |
Deere & Co |
24 |
- |
$374.76 |
$1,966,000 |
4,786 |
1.42% |
212,000 |
400 |
0.002 |
Farm & Construction M... |
|
|
CSX |
CSX Corp |
25 |
- |
$33.75 |
$1,891,000 |
51,000 |
1.36% |
442,000 |
9,200 |
0.002 |
Railroads |
|
|
CPRT |
Copart Inc |
26 |
- |
$53.06 |
$1,879,000 |
32,448 |
1.36% |
456,000 |
3,400 |
0.003 |
Auto Dealerships |
|
|
WM |
Waste Management Inc |
27 |
- |
$210.73 |
$1,869,000 |
8,770 |
1.35% |
424,000 |
700 |
0.002 |
Waste Management |
|
|
PH |
Parker Hannifin Corp |
29 |
- |
$531.52 |
$1,858,000 |
3,343 |
1.34% |
410,000 |
200 |
0.003 |
Industrial Equipment ... |
|
|
GOOGL |
Alphabet Inc |
32 |
- |
$172.50 |
$1,346,000 |
8,920 |
0.97% |
840,000 |
5,300 |
0 |
Search Engines & Info... |
|
|
PG |
Procter & Gamble Co |
33 |
- |
$164.54 |
$1,042,000 |
6,423 |
0.75% |
702,000 |
4,100 |
0 |
Cleaning Products |
|
|
WMT |
Wal-Mart Stores Inc |
34 |
- |
$60.24 |
$723,000 |
12,011 |
0.52% |
723,000 |
12,011 |
0 |
Discount, Variety Stores |
|
|
PEP |
Pepsico Inc |
37 |
- |
$172.90 |
$595,000 |
3,400 |
0.43% |
595,000 |
3,400 |
0 |
Beverage Soft Drinks... |
|
|
INTU |
Intuit Inc |
44 |
- |
$576.44 |
$412,000 |
634 |
0.3% |
78,000 |
100 |
0 |
Application Software |
|
|
NOW |
Servicenow, Inc. |
47 |
- |
$656.93 |
$355,000 |
466 |
0.26% |
96,000 |
100 |
0 |
Information Technolog... |
|
|
COST |
Costco Wholesale Corp |
61 |
- |
$809.89 |
$219,000 |
299 |
0.16% |
219,000 |
299 |
0 |
Discount, Variety Stores |
|
|
TPIC |
Tpi Composites, Inc |
67 |
- |
$5.48 |
$40,000 |
13,900 |
0.03% |
-17,000 |
200 |
0.037 |
N/A |
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