ARTISAN PARTNERS LIMITED PARTNERSHIP
875 E WISCONSIN AVE, MILWAUKEE, Wisconsin, 53202, (414) 390-6100
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 373 |
| New Positions | 32 |
| Increased Positions | 201 |
| Decreased Positions | 172 |
| Positions with Activity | 373 |
| Sold Out Positions | 30 |
| Total Mkt Value (in $ millions) |
48,591 |
Sector Weighting
| Basic Materials | 2% |
| Capital Goods | 6.69% |
| Conglomerates | 0.01% |
| Consumer Cyclical | 5.15% |
| Consumer/Non-Cyclical | 2.49% |
| Energy | 9.27% |
| Financial | 18.79% |
| Healthcare | 8.79% |
| Services | 14.7% |
| Technology | 29.7% |
| Transportation | 2.12% |
| Utilities | 0.26% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
373 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| NOBLE CORPORATION BAAR | NAMEN -AKT | 59,719 | 4,895 | 8.93 | 1,434,530 |
| TEXAS INSTRS INC | COM | 56,550 | -10,302 | (15.41) | 1,545,087 |
| DU PONT E I DE NEMOURS & CO | COM | 56,153 | 7,789 | 16.11 | 995,980 |
| CSX CORP | COM | 55,532 | 55,532 | New | 2,124,422 |
| DUNKIN BRANDS GROUP INC | COM | 54,677 | 14,780 | 37.05 | 1,320,700 |
| TETRA TECH INC NEW | COM | 53,501 | -1,658 | (3.01) | 1,897,200 |
| ACUITY BRANDS INC | COM | 52,871 | 4,454 | 9.20 | 683,700 |
| ATLAS AIR WORLDWIDE HLDGS INC | COM NEW | 52,168 | -1,475 | (2.75) | 1,121,400 |
| CHEVRON CORP NEW | COM | 52,048 | 4,245 | 8.88 | 413,274 |
| INTERSIL CORP | CL A | 51,236 | -1,516 | (2.87) | 6,325,400 |
| SCHNITZER STL INDS | CL A | 50,050 | 5,615 | 12.64 | 1,861,300 |
| KAYDON CORP | COM | 50,006 | -1,537 | (2.98) | 1,873,600 |
| JOS A BANK CLOTHIERS INC | COM | 49,763 | 49,763 | New | 1,042,600 |
| COGNEX CORP | COM | 49,177 | 5,627 | 12.92 | 1,082,470 |
| GILEAD SCIENCES INC | COM | 48,661 | 24,970 | 105.40 | 861,711 |
| INFORMATICA CORP | COM | 47,278 | 22,264 | 89.01 | 1,292,800 |
| CURTISS WRIGHT CORP | COM | 47,224 | -1,494 | (3.07) | 1,298,800 |
| CONMED CORP | COM | 45,933 | -3,600 | (7.27) | 1,381,857 |
| SM ENERGY CO | COM | 45,813 | 9,949 | 27.74 | 716,500 |
| MICROSTRATEGY INC | CL A NEW | 45,263 | -1,296 | (2.78) | 485,495 |
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