Fund HoldingsAusbil Investment Management Ltd

Total Portfolio Value
$161.03M
Total Bought
$37.14M
Total Sold
$31.01M
Net Transaction
+$6.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TC Energy Corp(TRP)0161,860+161,86005,4193.37%+5,419
Kinder Morgan Inc(KMI)0251,825+251,82504,0692.53%+4,069
Freeport-McMoRan Inc(FCX)085,000+85,00003,1141.93%+3,114
Cheniere Energy Inc(LNG)48,99263,377+14,3857,46410,3016.40%+2,836
APA Corp(APA)062,000+62,00002,4511.52%+2,451
Crown Castle Inc(CCI)020,979+20,97901,9081.18%+1,908
NexGen Energy Ltd(NXE)0280,000+280,00001,6161.00%+1,616
Vertiv Holdings Co(VRT)51,69171,711+20,0201,2802,7541.71%+1,474
Uranium Energy Corp(UEC)150,000300,000+150,0005101,4550.90%+945
Bank OZK(OZK)024,988+24,98808940.56%+894
Pinnacle Financial Partners In16,72628,101+11,3759481,8321.14%+884
Sterling Infrastructure Inc(STRL)22,40329,464+7,0611,2502,1311.32%+880
Patrick Industries Inc(PATK)011,697+11,69708780.55%+878
Hess Corp05,000+5,00007460.46%+746
Applied Industrial Technologie(AIT)9,12513,362+4,2371,3222,0651.28%+744
AGCO Corp05,423+5,42306370.40%+637
Medpace Holdings Inc(MEDP)3,0325,407+2,3757281,3120.81%+583
Selective Insurance Group Inc(SIGI)14,70919,234+4,5251,4111,9811.23%+570
LSB Industries Inc(LXU)17,70269,104+51,4021746970.43%+522
Primerica Inc(PRI)02,295+2,29504390.27%+439
Lithium Americas Corp89,558139,558+50,0001,8142,2411.39%+426
Sprouts Farmers Market Inc(SFM)12,26119,835+7,5744508330.52%+383
Freeport-McMoRan Inc(Put)
PUT
0150,000+150,0000344+344
TriNet Group Inc(TNET)02,889+2,88903350.21%+335
EMCOR Group Inc(EME)8,0348,770+7361,4851,8151.13%+331
LeMaitre Vascular Inc(LMAT)7,31513,272+5,9574927320.45%+240
RLI Corp(RLI)5,4697,054+1,5857469450.59%+199
Camtek Ltd/Israel(CAMT)03,221+3,22101970.12%+197
Onto Innovation Inc(ONTO)01,424+1,42401810.11%+181
Materials Select Sector SPDR F(Put)
PUT
0100,000+100,0000180+180
Nova Ltd(NVMI)01,524+1,52401680.10%+168
Mueller Industries Inc(MLI)13,54918,250+4,7011,1831,3480.84%+165
Axcelis Technologies Inc01,009+1,00901640.10%+164
Eagle Materials Inc(EXP)7,1749,007+1,8331,3371,4860.92%+149
LXP Industrial Trust(LXP)31,51031,737+2273072780.17%-29
SPDR S&P Metals & Mining ETF(Put)
PUT
300,0000-300,000420-42
SPDR S&P Metals & Mining ETF(Call)
CALL
150,0000-150,0001010-100
Evercore Inc(EVR)8,2036,481-1,7221,0148700.54%-144
Atkore Inc19,34619,688+3423,0172,8551.77%-162
EastGroup Properties Inc(EGP)11,55710,970-5872,0061,8031.12%-204
Chemed Corp(CHE)1,351941-4107324860.30%-246
Occidental Petroleum Corp(OXY)57,50050,000-7,5003,3813,1151.93%-266
Freeport-McMoRan Inc(Call)
CALL
700,0000-700,0003150-315
Schlumberger NV(SLB)60,00044,000-16,0002,9472,5491.58%-398
Marten Transport Ltd(MRTN)54,71738,564-16,1531,1767540.47%-423
Louisiana-Pacific Corp(LPX)5,7280-5,7284290-429
Community Bank System Inc(CBU)9,6690-9,6694530-453
Exelon Corp(EXC)100,63899,141-1,4974,1003,6302.25%-470
Installed Building Products In(IBP)7,7624,581-3,1811,0885630.35%-525
Xcel Energy Inc(XEL)84,99084,99005,2844,6772.90%-607
Napco Security Technologies In(NSSC)19,3790-19,3796710-671
LGI Homes Inc(LGIH)5,0620-5,0626830-683
Inmode Ltd(INMD)50,50037,319-13,1811,8861,1240.70%-762
Shoals Technologies Group Inc(SHLS)29,8700-29,8707630-763
Cavco Industries Inc(CVCO)2,6190-2,6197730-773
Meritage Homes Corp(MTH)5,5760-5,5767930-793
Century Communities Inc(CCS)10,8550-10,8558320-832
Trex Co Inc(TREX)14,4330-14,4339460-946
Williams Cos Inc/The(WMB)307,623273,481-34,14210,0389,0065.59%-1,032
Edison International(EIX)92,82787,315-5,5126,4475,3303.31%-1,117
American Water Works Co Inc47,76047,460-3006,8185,6833.53%-1,134
TopBuild Corp7,9573,912-4,0452,1179700.60%-1,146
Ormat Technologies Inc(ORA)94,18694,18607,5786,4223.99%-1,157
Silgan Holdings Inc(SLGN)26,3680-26,3681,2360-1,236
Ameren Corp(AEE)85,64880,900-4,7486,9955,7543.57%-1,240
MasTec Inc(MTZ)11,6520-11,6521,3750-1,375
Sempra(SRE)80,928151,660+70,73211,7829,8996.15%-1,883
SBA Communications Corp(SBAC)49,12847,130-1,99811,3869,3435.80%-2,043
American Tower Corp(AMT)71,34869,565-1,78313,83711,2496.99%-2,588
CenterPoint Energy Inc(CNP)370,557284,809-85,74810,8027,3344.55%-3,468
NextEra Energy Inc(NEE)196,506195,415-1,09114,58110,1916.33%-4,390
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