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| Name: |
SANDLER CAPITAL MANAGEMENT |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
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29 |
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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 |
|
SHW |
Sherwin Williams Co |
6 |
New |
$306.45 |
$21,950,000 |
70,374 |
2.83% |
21,950,000 |
70,374 |
0.026 |
General Building Mate... |
|
|
ONTO |
Onto Innovation Inc |
8 |
New |
$189.77 |
$21,240,000 |
138,917 |
2.74% |
21,240,000 |
138,917 |
0.283 |
Scientific & Technica... |
|
|
STLD |
Steel Dynamics Inc |
12 |
New |
$134.04 |
$17,707,000 |
149,933 |
2.29% |
17,707,000 |
149,933 |
0.071 |
Steel & Iron |
|
|
ZM |
Zoom Video Communications, ... |
13 |
New |
$62.00 |
$17,476,000 |
243,027 |
2.26% |
17,476,000 |
243,027 |
0.133 |
N/A |
|
|
TJX |
TJX Companies Inc |
17 |
New |
$96.36 |
$16,066,000 |
171,259 |
2.07% |
16,066,000 |
171,259 |
0.014 |
Discount, Variety Stores |
|
|
AOS |
AO Smith Corp |
19 |
New |
$86.07 |
$15,087,000 |
183,000 |
1.95% |
15,087,000 |
183,000 |
0.135 |
Electronic Equipment |
|
|
ANET |
Arista Networks, Inc. |
25 |
New |
$264.70 |
$12,741,000 |
54,098 |
1.64% |
12,741,000 |
54,098 |
0.018 |
Diversified Computer ... |
|
|
JBHT |
JB Hunt Transport Services Inc |
26 |
New |
$162.01 |
$12,600,000 |
63,082 |
1.63% |
12,600,000 |
63,082 |
0.06 |
Trucking |
|
|
Z |
Zillow Group Inc |
27 |
New |
$43.67 |
$11,977,000 |
207,000 |
1.55% |
11,977,000 |
207,000 |
0.096 |
Business Services |
|
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BLK |
BlackRock Inc A |
29 |
New |
$762.88 |
$11,771,000 |
14,500 |
1.52% |
11,771,000 |
14,500 |
0.009 |
Investment Brokerage ... |
|
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AAON |
AAON Inc |
31 |
New |
$91.15 |
$11,249,000 |
152,285 |
1.45% |
11,249,000 |
152,285 |
0.291 |
General Building Mate... |
|
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RIO |
Rio Tinto Plc (ADR) |
34 |
New |
$68.24 |
$10,817,000 |
145,268 |
1.4% |
10,817,000 |
145,268 |
0.012 |
Gold |
|
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CAT |
Caterpillar Inc |
35 |
New |
$343.38 |
$10,348,000 |
35,000 |
1.34% |
10,348,000 |
35,000 |
0.006 |
Farm & Construction M... |
|
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NUE |
Nucor Corp |
37 |
New |
$175.42 |
$10,036,000 |
57,665 |
1.3% |
10,036,000 |
57,665 |
0.019 |
Steel & Iron |
|
|
ACM |
Aecom Technology Corp |
44 |
New |
$94.05 |
$7,413,000 |
80,200 |
0.96% |
7,413,000 |
80,200 |
0.05 |
Technical Services |
|
|
HD |
Home Depot Inc |
46 |
New |
$335.09 |
$7,278,000 |
21,000 |
0.94% |
7,278,000 |
21,000 |
0.002 |
Home Improvement Stores |
|
|
UNP |
Union Pacific Corp |
49 |
New |
$242.79 |
$6,632,000 |
27,000 |
0.86% |
6,632,000 |
27,000 |
0.004 |
Railroads |
|
|
TOL |
Toll Brothers Inc |
50 |
New |
$120.22 |
$5,962,000 |
58,000 |
0.77% |
5,962,000 |
58,000 |
0.046 |
Residential Construct... |
|
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BAH |
Booz Allen Hamilton Holding... |
51 |
New |
$145.13 |
$5,564,000 |
43,500 |
0.72% |
5,564,000 |
43,500 |
0.032 |
Management Services |
|
|
BX |
Blackstone Group LP |
54 |
New |
$122.49 |
$4,910,000 |
37,500 |
0.63% |
4,910,000 |
37,500 |
0.006 |
Asset Management |
|
|
TDY |
Teledyne Technologies Inc |
55 |
New |
$374.64 |
$4,909,000 |
11,000 |
0.63% |
4,909,000 |
11,000 |
0.024 |
Aerospace/Defense Pro... |
|
|
CW |
Curtiss Wright Corp |
56 |
New |
$254.01 |
$4,901,000 |
22,000 |
0.63% |
4,901,000 |
22,000 |
0.053 |
Aerospace/Defense Pro... |
|
|
KLAC |
KLA-Tencor Corp |
58 |
New |
$706.26 |
$4,738,000 |
8,150 |
0.61% |
4,738,000 |
8,150 |
0.005 |
Semiconductor Equipme... |
|
|
ESTC |
Elastic N.v. |
61 |
New |
$0.00 |
$3,112,000 |
27,610 |
0.4% |
3,112,000 |
27,610 |
0.032 |
N/A |
|
|
FERG |
Ferguson plc |
64 |
New |
$213.33 |
$2,703,000 |
14,000 |
0.35% |
2,703,000 |
14,000 |
0.006 |
N/A |
|
|
XSD |
streetTRACKS Series Trust -... |
65 |
New |
$224.69 |
$2,473,000 |
11,000 |
0.32% |
2,473,000 |
11,000 |
0.239 |
Closed - End Fund - E... |
|
|
EGP |
Eastgroup Properties Inc |
80 |
New |
$155.92 |
$220,000 |
1,200 |
0.03% |
220,000 |
1,200 |
0.003 |
REIT - Diversified |
|
|
MRK |
Merck & Co Inc |
81 |
New |
$131.20 |
$218,000 |
2,000 |
0.03% |
218,000 |
2,000 |
0 |
Drug Manufacturers - ... |
|
|
AVB |
AvalonBay Communities |
82 |
New |
$191.45 |
$215,000 |
1,150 |
0.03% |
215,000 |
1,150 |
0.001 |
REIT - Housing/Apartm... |
|
