HoldingsChannel.com
Lateef Investment Management L.P. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
IQVIA HLDGS INC 275,342 -28,992 $41,131
     IQV275,342-28,992$41,131
KEYSIGHT TECHNOLOGIES INC 408,012 -11,124 $39,679
     KEYS408,012-11,124$39,679
EQUINIX INC 66,042 -874 $38,093
     EQIX66,042-874$38,093
ALPHABET INC 28,838 -1,015 $35,215
     GOOGL28,838-1,015$35,215
VISA INC 194,649 -61,825 $33,482
     V194,649-61,825$33,482
MARTIN MARIETTA MATLS INC 119,363 -2,818 $32,717
     MLM119,363-2,818$32,717
DANAHER CORPORATION      $32,152
     DHR216,883-6,878$31,324
     DHR.PRA726+100$828
FISERV INC 304,921 +304,921 $31,587
     FISV304,921+304,921$31,587
CLARIVATE ANALYTICS PLC 1,766,452 +1,766,452 $29,800
     CCC1,766,452+1,766,452$29,800
ARCONIC INC 1,125,393 -13,038 $29,260
     ARNC1,125,393-13,038$29,260
HEXCEL CORP NEW 351,013 -8,276 $28,829
     HXL351,013-8,276$28,829
ELANCO ANIMAL HEALTH INC 1,000,602 +668,947 $26,606
     ELAN1,000,602+668,947$26,606
GUIDEWIRE SOFTWARE INC 246,904 -8,809 $26,019
     GWRE246,904-8,809$26,019
NEW YORK TIMES CO 859,964 -24,416 $24,492
     NYT859,964-24,416$24,492
PROGRESSIVE CORP OHIO 313,503 -13,088 $24,218
     PGR313,503-13,088$24,218
STARBUCKS CORP 261,926 -70,493 $23,160
     SBUX261,926-70,493$23,160
AIR LEASE CORP 537,450 +600 $22,476
     AL537,450+600$22,476
APTIV PLC 228,626 -126,809 $19,987
     APTV228,626-126,809$19,987
INSTRUCTURE INC 483,667 -30,852 $18,737
     INST483,667-30,852$18,737
GRACO INC 382,725 -900 $17,621
     GGG382,725-900$17,621
BALL CORP 239,158 +239,158 $17,413
     BLL239,158+239,158$17,413
ANTHEM INC 71,849 -2,459 $17,251
     ANTM71,849-2,459$17,251
PTC INC 240,507 +240,507 $16,398
     PTC240,507+240,507$16,398
BROWN FORMAN CORP      $15,775
     BF.B251,274-9,012$15,775
D R HORTON INC 274,200 UNCH $14,453
     DHI274,200UNCH$14,453
LAUDER ESTEE COS INC 72,440 -1,295 $14,412
     EL72,440-1,295$14,412
LIBERTY MEDIA CORP DELAWARE 345,250 -3,200 $14,359
     FWONK345,250-3,200$14,359
KLA CORPORATION 88,925 -400 $14,179
     KLAC88,925-400$14,179
AON PLC 70,589 -714 $13,664
     AON70,589-714$13,664
DOCUSIGN INC 181,300 +2,210 $11,226
     DOCU181,300+2,210$11,226
INTERACTIVE BROKERS GROUP IN 199,300 -119,050 $10,718
     IBKR199,300-119,050$10,718
THOR INDS INC 185,840 -37,225 $10,526
     THO185,840-37,225$10,526
ROYAL DUTCH SHELL PLC      $8,848
     RDS.A150,350+14,225$8,848
WELLS FARGO CO NEW 174,950 +174,950 $8,824
     WFC174,950+174,950$8,824
CME GROUP INC 39,900 UNCH $8,432
     CME39,900UNCH$8,432
JPMORGAN CHASE & CO 55,351 +55,351 $6,514
     JPM55,351+55,351$6,514
TJX COS INC NEW 110,400 -100 $6,154
     TJX110,400-100$6,154
CBS CORP NEW 87,357 -221,185 $3,527
     CBS87,357-221,185$3,527
FORESTAR GROUP INC 182,764 +159,464 $3,341
     FOR182,764+159,464$3,341
AUTODESK INC 14,662 -127,341 $2,166
     ADSK14,662-127,341$2,166
SCHWAB STRATEGIC TR 37,498 +3,243 $2,083
     SCHR37,498+3,243$2,083
SCHWAB STRATEGIC TR 35,993 +3,174 $2,043
     SCHP35,993+3,174$2,043
VANGUARD SCOTTSDALE FDS (VMBS) 37,414 +3,415 $1,993
     VMBS37,414+3,415$1,993
BERKSHIRE HATHAWAY INC DEL      $1,871
     BRK.A6UNCH$1,871
INTEL CORP 27,150 -700 $1,399
     INTC27,150-700$1,399
FIRST AMERN FINL CORP 22,000 UNCH $1,298
     FAF22,000UNCH$1,298
ROLLINS INC 22,125 UNCH $754
     ROL22,125UNCH$754
FLEX LTD 60,061 UNCH $629
     FLEX60,061UNCH$629
EXPEDITORS INTL WASH INC 7,000 UNCH $520
     EXPD7,000UNCH$520
VERISK ANALYTICS INC 3,000 UNCH $474
     VRSK3,000UNCH$474

See Full List: All Stocks Held By Lateef Investment Management L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lateef Investment Management L.P.

Size ($ in 1000's)
At 09/30/2019: $808,608
At 06/30/2019: $802,624

Lateef Investment Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lateef Investment Management L.P. 13F filings. Link to 13F filings: SEC filings

Lateef Investment Management L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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