Fund HoldingsAusbil Investment Management Ltd

Total Portfolio Value
$184.59M
Total Bought
$43.88M
Total Sold
$23.64M
Net Transaction
+$20.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
NextEra Energy Inc(NEE)195,415280,688+85,27310,19117,0499.24%+6,858
American Tower Corp(AMT)69,56574,183+4,61811,24916,0158.68%+4,765
Edison International(EIX)87,315135,099+47,7845,3309,6585.23%+4,329
SBA Communications Corp(SBAC)47,13052,175+5,0459,34313,2367.17%+3,893
Crown Castle Inc(CCI)20,97949,686+28,7071,9085,7233.10%+3,816
Sempra(SRE)151,660172,129+20,4699,89912,8636.97%+2,964
Exelon Corp(EXC)99,141178,307+79,1663,6306,4013.47%+2,772
Ameren Corp(AEE)80,900109,869+28,9695,7547,9484.31%+2,194
Cheniere Energy Inc(LNG)63,37771,131+7,75410,30112,1436.58%+1,842
TC Energy Corp(TRP)161,860184,358+22,4985,4197,2373.92%+1,818
TopBuild Corp3,9125,484+1,5729702,0521.11%+1,082
Evercore Inc(EVR)6,48110,889+4,4088701,8631.01%+993
Xcel Energy Inc(XEL)84,99089,244+4,2544,6775,5252.99%+848
Moelis & Co(MC)014,252+14,25208000.43%+800
Bank OZK(OZK)24,98830,278+5,2908941,5090.82%+614
Installed Building Products In(IBP)4,5815,814+1,2335631,0630.58%+500
Atkore Inc19,68820,363+6752,8553,2581.77%+403
Eagle Materials Inc(EXP)9,0079,271+2641,4861,8811.02%+395
Vertiv Holdings Co(VRT)71,71165,229-6,4822,7543,1331.70%+379
Kinder Morgan Inc(KMI)251,825251,82504,0694,4422.41%+373
Onto Innovation Inc(ONTO)1,4243,579+2,1551815470.30%+367
Medpace Holdings Inc(MEDP)5,4075,470+631,3121,6770.91%+365
TriNet Group Inc(TNET)2,8895,344+2,4553356360.34%+301
Mueller Industries Inc(MLI)18,25034,534+16,2841,3481,6280.88%+281
LeMaitre Vascular Inc(LMAT)13,27217,025+3,7537329660.52%+234
Sterling Infrastructure Inc(STRL)29,46426,781-2,6832,1312,3551.28%+224
RLI Corp(RLI)7,0548,710+1,6569451,1590.63%+214
Pinnacle Financial Partners In28,10123,449-4,6521,8322,0451.11%+213
FormFactor Inc(FORM)04,977+4,97702080.11%+208
Applied Industrial Technologie(AIT)13,36213,138-2242,0652,2691.23%+203
Fabrinet(FN)01,049+1,04902000.11%+200
EMCOR Group Inc(EME)8,7709,339+5691,8152,0121.09%+197
Methanex Corp(MEOH)04,111+4,11101950.11%+195
CCC Intelligent Solutions Hold(CCC)016,167+16,16701840.10%+184
Primerica Inc(PRI)2,2953,010+7154396190.34%+181
EastGroup Properties Inc(EGP)10,97010,602-3681,8031,9461.05%+143
Chemed Corp(CHE)941954+134865580.30%+72
Sprouts Farmers Market Inc(SFM)19,83517,868-1,9678338600.47%+27
LXP Industrial Trust(LXP)31,73730,348-1,3892783010.16%+23
AGCO Corp5,4235,275-1486376400.35%+3
Uranium Energy Corp(UEC)300,000220,000-80,0001,4551,4080.76%-47
Hess Corp5,0004,500-5007466490.35%-97
NexGen Energy Ltd(NXE)280,000210,000-70,0001,6161,4700.80%-146
Selective Insurance Group Inc(SIGI)19,23418,404-8301,9811,8310.99%-150
Axcelis Technologies Inc1,0090-1,0091640-164
Nova Ltd(NVMI)1,5240-1,5241680-168
Materials Select Sector SPDR F(Put)
PUT
100,0000-100,0001800-180
Camtek Ltd/Israel(CAMT)3,2210-3,2211970-197
Marten Transport Ltd(MRTN)38,56423,854-14,7107545000.27%-253
Freeport-McMoRan Inc(Put)
PUT
150,0000-150,0003440-343
Williams Cos Inc/The(WMB)273,481245,710-27,7719,0068,5584.64%-448
LSB Industries Inc(LXU)69,1040-69,1046970-697
Patrick Industries Inc(PATK)11,6970-11,6978780-878
APA Corp(APA)62,00042,000-20,0002,4511,5070.82%-944
Schlumberger NV(SLB)44,00029,000-15,0002,5491,5090.82%-1,040
Inmode Ltd(INMD)37,3190-37,3191,1240-1,124
Freeport-McMoRan Inc(FCX)85,00039,000-46,0003,1141,6600.90%-1,454
Occidental Petroleum Corp(OXY)50,00025,500-24,5003,1151,5230.82%-1,592
American Water Works Co Inc47,46029,595-17,8655,6833,9062.12%-1,777
CenterPoint Energy Inc(CNP)284,809184,292-100,5177,3345,2652.85%-2,069
Lithium Americas Corp139,5580-139,5582,2410-2,241
Ormat Technologies Inc(ORA)94,1860-94,1866,4220-6,422
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