HoldingsChannel.com
Pwmco LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Berkshire Hathaway Inc. Class B      $39,846
     BRK.B191,551-200$39,846
Laboratory Corporation of America Hldgs 233,030 +1,030 $39,149
     LH233,030+1,030$39,149
Lamar Advertising Co.      $29,572
     Equity360,939+550$29,572
Equity Lifestyle Properties Inc. 172,355 -20,798 $23,107
     ELS172,355-20,798$23,107
Cohen & Steers Inc 402,725 -49,725 $22,122
     CNS402,725-49,725$22,122
Sun Communities 124,719 -7,955 $18,585
     SUI124,719-7,955$18,585
Plains Group Holdings      $17,133
     Equity806,997-200$17,133
First Horizon Natl 955,200 -79,900 $15,573
     FHN955,200-79,900$15,573
Casey s General Stores Inc. 90,490 -35,275 $14,583
     CASY90,490-35,275$14,583
Weyerhaeuser Co. 509,550 -41,350 $14,115
     WY509,550-41,350$14,115
Occidental Petroleum Corp. 299,600 +21,325 $13,497
     OXY299,600+21,325$13,497
Johnson & Johnson 103,650 +82,450 $13,410
     JNJ103,650+82,450$13,410
Kansas City Southern 93,920 -250 $12,521
     KSU93,920-250$12,521
Schwab Charles Corp. 288,825 +60,225 $12,082
     SCHW288,825+60,225$12,082
Apple Inc. 49,470 UNCH $11,080
     AAPL49,470UNCH$11,080
Potlatch Corp. 237,700 UNCH $9,766
     PCH237,700UNCH$9,766
Schlumberger Ltd. 240,900 +240,900 $8,320
     SLB240,900+240,900$8,320
Cedar Fair L.P. 135,617 +800 $7,915
     FUN135,617+800$7,915
KEMET Corp.      $7,126
     Equity391,950+391,950$7,126
Pinnacle Finl Partners Inc 123,436 -150 $7,005
     PNFP123,436-150$7,005
Graphic Packaging Holding Co 414,700 -310,650 $6,117
     GPK414,700-310,650$6,117
Pfizer Inc. 155,450 +155,450 $5,585
     PFE155,450+155,450$5,585
First Community Corp 266,550 +13,000 $5,192
     FCCO266,550+13,000$5,192
Stryker Corp. 20,068 UNCH $4,341
     SYK20,068UNCH$4,341
Kroger Co. 155,825 +4,000 $4,017
     KR155,825+4,000$4,017
1 100 Berkshire Htwy Cla      $3,118
     Equity3,118-66$3,118
Ball Corp. 40,000 UNCH $2,912
     BLL40,000UNCH$2,912
CCB Financial Corp.      $2,386
     Equity157,900+32,350$2,386
Omnicell Inc. 28,650 -90,935 $2,071
     OMCL28,650-90,935$2,071
Thermon Group Hldgs 85,000 UNCH $1,953
     THR85,000UNCH$1,953
Eastgroup Properties 14,420 UNCH $1,814
     EGP14,420UNCH$1,814
Synopsys Inc. 12,950 UNCH $1,777
     SNPS12,950UNCH$1,777
Check Point Software Technologies 14,650 UNCH $1,604
     CHKP14,650UNCH$1,604
Kaisar Aluminum Corp 15,000 UNCH $1,485
     KALU15,000UNCH$1,485
Thermo Fisher Scientific Inc 5,000 UNCH $1,456
     TMO5,000UNCH$1,456
Costco Wholesale Corporation 4,000 UNCH $1,152
     COST4,000UNCH$1,152
Bank of South Carolina Corp 61,016 UNCH $1,138
     BKSC61,016UNCH$1,138
ICON plc 6,000 UNCH $884
     ICLR6,000UNCH$884
CSX Corp. 12,000 UNCH $831
     CSX12,000UNCH$831
Calavo Growers Inc. 8,669 UNCH $825
     CVGW8,669UNCH$825
Dentsply International Inc.      $666
     Equity12,500UNCH$666
Walgreens Boots Allianc 11,600 UNCH $642
     WBA11,600UNCH$642
Alphabet Inc 500 UNCH $611
     GOOGL500UNCH$611
Google Inc.      $610
     Equity500UNCH$610
Irish Continental Group PLC      $597
     Equity129,550UNCH$597
Eplus Inc 7,500 UNCH $571
     PLUS7,500UNCH$571
Canadian Tire Ltd      $561
     Equity5,000UNCH$561
Fifth Third Bancorp. 19,041 UNCH $526
     FITB19,041UNCH$526
Holly Energy Partner Lp 20,000 UNCH $505
     HEP20,000UNCH$505
Hormel Foods Corp. 10,000 UNCH $437
     HRL10,000UNCH$437

See Full List: All Stocks Held By Pwmco LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Pwmco LLC

Size ($ in 1000's)
At 09/30/2019: $395,012
At 06/30/2019: $405,837

Pwmco LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pwmco LLC 13F filings. Link to 13F filings: SEC filings

Pwmco LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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