HoldingsChannel.com
Pwmco LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Berkshire Hathaway Inc. Class B      $39,847
     BRK.B175,924-15,627$39,847
Laboratory Corporation of America Hldgs 226,830 -6,200 $38,373
     LH226,830-6,200$38,373
Lamar Advertising Co.      $31,102
     Equity348,439-12,500$31,102
Equity Lifestyle Properties Inc. 347,385 +175,030 $24,532
     ELS347,385+175,030$24,532
Sun Communities 127,119 +2,400 $19,150
     SUI127,119+2,400$19,150
Casey s General Stores Inc. 99,895 +9,405 $15,882
     CASY99,895+9,405$15,882
Johnson & Johnson 104,250 +600 $15,207
     JNJ104,250+600$15,207
First Horizon Natl 912,600 -42,600 $15,204
     FHN912,600-42,600$15,204
Apple Inc. 49,470 UNCH $14,527
     AAPL49,470UNCH$14,527
Kansas City Southern 93,920 UNCH $14,414
     KSU93,920UNCH$14,414
Weyerhaeuser Co. 454,800 -54,750 $13,735
     WY454,800-54,750$13,735
Schwab Charles Corp. 288,675 -150 $13,729
     SCHW288,675-150$13,729
Plains Group Holdings      $12,289
     Equity648,497-158,500$12,289
Home Bancshares (HOMB) 589,825 +589,825 $11,596
     HOMB589,825+589,825$11,596
Schlumberger Ltd. 276,275 +35,375 $11,200
     SLB276,275+35,375$11,200
Potlatch Corp. 229,700 -8,000 $9,939
     PCH229,700-8,000$9,939
Citizens Financial Group 235,600 +235,600 $9,568
     CFG235,600+235,600$9,568
Americold Realty TRUST 269,425 +269,425 $9,488
     COLD269,425+269,425$9,488
Graphic Packaging Holding Co 563,425 +148,725 $9,412
     GPK563,425+148,725$9,412
Cedar Fair L.P. 147,860 +12,243 $8,197
     FUN147,860+12,243$8,197
Occidental Petroleum Corp. 182,400 -117,200 $7,616
     OXY182,400-117,200$7,616
Pinnacle Finl Partners Inc 118,236 -5,200 $7,567
     PNFP118,236-5,200$7,567
A V X Corp 359,550 +359,550 $7,360
     AVX359,550+359,550$7,360
First Community Corp 276,650 +10,100 $5,978
     FCCO276,650+10,100$5,978
Pfizer Inc. 129,475 -25,975 $5,073
     PFE129,475-25,975$5,073
KEMET Corp.      $5,065
     Equity187,250-204,700$5,065
Kroger Co. 170,525 +14,700 $4,944
     KR170,525+14,700$4,944
Stryker Corp. 20,068 UNCH $4,213
     SYK20,068UNCH$4,213
CCB Financial Corp.      $3,692
     Equity224,150+66,250$3,692
1 100 Berkshire Htwy Cla      $3,396
     Equity3,396+278$3,396
Cohen & Steers Inc 44,400 -358,325 $2,787
     CNS44,400-358,325$2,787
Ball Corp. 40,000 UNCH $2,587
     BLL40,000UNCH$2,587
Omnicell Inc. 28,650 UNCH $2,341
     OMCL28,650UNCH$2,341
Thermon Group Hldgs 85,000 UNCH $2,278
     THR85,000UNCH$2,278
Eastgroup Properties 14,420 UNCH $1,924
     EGP14,420UNCH$1,924
Synopsys Inc. 12,950 UNCH $1,803
     SNPS12,950UNCH$1,803
Kaisar Aluminum Corp 15,000 UNCH $1,663
     KALU15,000UNCH$1,663
Check Point Software Technologies 14,650 UNCH $1,626
     CHKP14,650UNCH$1,626
Thermo Fisher Scientific Inc 5,000 UNCH $1,624
     TMO5,000UNCH$1,624
Costco Wholesale Corporation 4,000 UNCH $1,176
     COST4,000UNCH$1,176
Bank of South Carolina Corp 60,411 -605 $1,135
     BKSC60,411-605$1,135
ICON plc 6,000 UNCH $1,033
     ICLR6,000UNCH$1,033
CSX Corp. 12,000 UNCH $868
     CSX12,000UNCH$868
Calavo Growers Inc. 8,669 UNCH $785
     CVGW8,669UNCH$785
Irish Continental Group PLC      $709
     Equity129,550UNCH$709
Dentsply International Inc.      $707
     Equity12,500UNCH$707
Walgreens Boots Allianc 11,600 UNCH $684
     WBA11,600UNCH$684
Alphabet Inc 500 UNCH $670
     GOOGL500UNCH$670
Google Inc.      $669
     Equity500UNCH$669
Evans Bancorp Inc 15,000 +15,000 $602
     EVBN15,000+15,000$602

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 12/31/2019: $424,234
At 09/30/2019: $395,012

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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