SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Flinton Capital Management LLC

CIK 0001696726 · 1650 MARKET STREET, SUITE 3600, PHILADELPHIA, PA, 19103 · 267-207-2825

Reported Value
$3.2B
Q2 2019
Positions
881
Filings on Record
4
2019–present window
Filed
Aug 13, 2019
original filing

Summary

Flinton Capital Management LLC reported $3.2B in U.S.-listed holdings across 881 positions for Q2 2019.

Its largest position, AAPL, represents 7.7% of the portfolio.

Compared with Q1 2019, the fund opened 35 new positions and exited 28.

Portfolio Metrics

Turnover
+9.7%
vs prior filed quarter
Top-10 Concentration
+29.3%
share of reported value
Largest Position
+7.7%
Apple
New / Exited
35 / 28
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.6BQ4 ’18Q1 ’19: $3.0BQ1 ’19Q2 ’19: $3.2BQ2 ’19Q3 ’19: $3.2BQ3 ’19filingsflow.com

Portfolio Composition

By security type
Common Stock: 86.3%ETP: 6.1%REIT: 4.8%Other: 2.1%Tracking Stk: 0.4%Other: 0.2%
  • Common Stock · 86.3% · $2.7B
  • ETP · 6.1% · $194M
  • REIT · 4.8% · $154M
  • Other · 2.1% · $67M
  • Tracking Stk · 0.4% · $13M
  • Other · 0.2% · $7M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DWDPEURDuPont de Nemours IncNEW+127.1K127.1K+$10M$10M
DOWDow IncNEW+38.5K38.5K+$2M$2M
ARMKAramarkNEW+24.6K24.6K+$888,000$888,000
MIDDMiddleby Corp/TheNEW+5.5K5.5K+$751,000$751,000
BXBlackstone Group LPNEW+12.9K12.9K+$572,000$572,000
WLLEURWhiting Petroleum CorpNEW+22.0K22.0K+$411,000$411,000
Karuna Therapeutics IncNEW+20.5K20.5K+$327,000$327,000
KKRKKR & Co LPNEW+12.1K12.1K+$306,000$306,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2019

50 positions
#IssuerClass% PortfolioValueShares
1AAPLApple Inchistory →COM7.65%$243M1.23M
2MSFTMicrosoft Corphistory →COM3.71%$118M880.0K
3MRKMerck & Co Inchistory →COM3.28%$104M1.24M
4TMOThermo Fisher Scientific Inchistory →COM2.58%$82M278.9K
5HDHome Depot Inc/Thehistory →COM2.15%$68M328.7K
6SYKStryker Corphistory →COM2.08%$66M320.9K
7CHVChevron Corphistory →COM2.06%$65M525.3K
8iShares Core S&P 500 ETFETF2.02%$64M217.6K
9BRK/BBerkshire Hathaway Inchistory →COM1.88%$60M280.3K
10JPMJPMorgan Chase & Cohistory →COM1.87%$59M531.4K
11DHRDanaher Corphistory →COM1.86%$59M413.9K
12FASTFastenal Cohistory →COM1.64%$52M1.60M
13UNHUnitedHealth Group Inchistory →COM1.58%$50M206.2K
14AMTAmerican Tower Corphistory →REIT1.51%$48M234.2K
15WMTWal-Mart Stores Inchistory →COM1.49%$47M428.8K
16FRCBFirst Republic Bank/CAhistory →COM1.42%$45M461.1K
17iShares Russell 1000 Growth ETFETF1.33%$42M269.1K
18BACBank of America Corphistory →COM1.30%$41M1.42M
19AMATApplied Materials Inchistory →COM1.29%$41M911.0K
20TXNTexas Instruments Inchistory →COM1.15%$37M319.0K
21iShares Core MSCI Emerging Markets ETFETF0.94%$30M578.8K
22BABoeing Co/Thehistory →COM0.93%$29M81.0K
23WFCWells Fargo & Cohistory →COM0.92%$29M619.8K
24PFEPfizer Inchistory →COM0.86%$27M627.6K
25ORCLOracle Corphistory →COM0.81%$26M453.7K
26ISRGIntuitive Surgical Inchistory →COM0.75%$24M45.4K
27AOSAO Smith Corphistory →COM0.69%$22M463.9K
28CMICummins Inchistory →COM0.67%$21M124.0K
29FTVFortive Corphistory →COM0.67%$21M259.6K
30SNASnap-on Inchistory →COM0.60%$19M115.1K
31DRIDarden Restaurants Inchistory →COM0.59%$19M154.9K
32XLNXEURXilinx Inchistory →COM0.59%$19M159.1K
33MCDMcDonald's Corphistory →COM0.57%$18M87.9K
34PGProcter & Gamble Co/Thehistory →COM0.57%$18M164.8K
35SOSouthern Co/Thehistory →COM0.55%$18M316.7K
36FFIVF5 Networks Inchistory →COM0.54%$17M117.8K
37KNXKnight-Swift Transportation Holdings Inchistory →COM0.53%$17M516.3K
38RYRoyal Bank of Canadahistory →COM0.53%$17M212.2K
39CLXClorox Co/Thehistory →COM0.52%$16M107.6K
40AMGNAmgen Inchistory →COM0.51%$16M87.2K
41CTSHCognizant Technology Solutions Corphistory →COM0.51%$16M253.2K
42PLDPrologis Inchistory →REIT0.50%$16M199.8K
43LNCLincoln National Corphistory →COM0.47%$15M231.4K
44CHTRCharter Communications Inchistory →COM0.46%$15M37.1K
45CRMSalesforce.com Inchistory →COM0.46%$15M96.0K
46HONGBPHoneywell International Inchistory →COM0.45%$14M81.2K
47IQVQuintiles Transnational Holdings Inchistory →COM0.44%$14M86.0K
48AVGOAvago Technologies Ltdhistory →COM0.42%$13M46.8K
49DALDelta Air Lines Inchistory →COM0.42%$13M235.5K
50BNYBank of New York Mellon Corp/Thehistory →COM0.42%$13M301.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2019$3.2B890Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.2B881Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$3.0B874May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.6B862Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.