LATEEF INVESTMENT MANAGEMENT, L.P. Information

300 DRAKES LANDING RD, GREENBRAE, California, 94904, (415) 461-3800

Report Date: 03/31/2016

Position Statistics

Total Positions 111
New Positions 4
Increased Positions 6
Decreased Positions 94
Positions with Activity 100
Sold Out Positions 69
Total Mkt Value (in $ millions) 3,133

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods 0%
Conglomerates 0.38%
Consumer Cyclical 5.97%
Consumer/Non-Cyclical 0.02%
Energy 0%
Financial 7.1%
Healthcare 12.15%
Services 30.4%
Technology 27.63%
Transportation 5.72%
Utilities 0.02%

111 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ALCOA INC COM -4,611 Sold Out 0
ALLEGHENY TECHNOLOGIES INC COM -2,624 Sold Out 0
ALLSTATE CORP COM -3,804 Sold Out 0
APPLE INC COM -532 Sold Out 0
AT&T INC COM -8,149 Sold Out 0
BANCO SANTANDER SA ADR -463 Sold Out 0
BB&T CORP COM -6,961 Sold Out 0
BELMOND LTD CL A -287 Sold Out 0
BOEING CO COM -2,550 Sold Out 0
BP PLC SPONSORED ADR -5,348 Sold Out 0
BRANDYWINE RLTY TR SH BEN INT NEW -5,500 Sold Out 0
CBL & ASSOC PPTYS INC COM -2,956 Sold Out 0
CISCO SYS INC COM -5,872 Sold Out 0
CORNING INC COM -3,904 Sold Out 0
CROWN HOLDINGS INC COM -5,606 Sold Out 0
DELTA AIR LINES INC DEL COM NEW -1,937 Sold Out 0
DEVON ENERGY CORP NEW COM -2,434 Sold Out 0
DOW CHEM CO COM -4,176 Sold Out 0
EDGEWELL PERS CARE CO COM -3,241 Sold Out 0
ENERGIZER HLDGS INC NEW COM -7,574 Sold Out 0


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