Amerigo Asset Management as of March 31, 2015
Portfolio Holdings for Amerigo Asset Management
Amerigo Asset Management holds 8 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Level 3 Communications Com New | 24.5 | $267M | 5.0M | 53.84 | |
| Micron Technology (MU) | 23.1 | $253M | 9.3M | 27.13 | |
| Johnson Controls | 19.6 | $214M | 4.2M | 50.44 | |
| Sk Telecom Sponsored Adr | 17.4 | $191M | 7.0M | 27.21 | |
| Hertz Global Holdings | 8.4 | $91M | 4.2M | 21.68 | |
| United States Steel Corporation (X) | 6.3 | $69M | 2.8M | 24.40 | |
| Avis Budget (CAR) | 0.7 | $8.1M | 137k | 59.01 | |
| Western Digital (WDC) | 0.0 | $464k | 5.1k | 91.00 |
