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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
BERKSHIRE HATHAWAY INC BRK/BCommon336,44748,30667,114,0009,999,00003/31/2018
ALLEGHENY TECHNOLOGIES INC ATICommon2,143,588-150,55850,760,000-4,621,00003/31/2018
Atkore International Group Inc. ATKRCOM1,904,987506,41737,814,0007,815,00003/31/2018
Colfax CORP CFXCOM1,088,424-75,09134,721,000-11,377,00003/31/2018
Ensco plc ESVCommon7,527,985-177,65733,048,000-12,492,00003/31/2018
LAYNE CHRISTENSEN CO LAYNCommon2,090,518-137,23931,191,0003,233,00003/31/2018
Allergan plc AGNSHS167,054-10,75128,114,000-971,00003/31/2018
DMC Global Inc. BOOMCOM1,039,295-104,21927,801,000-844,00003/31/2018
SCHLUMBERGER LIMITED/NV SLBCommon423,924-25,77327,462,000-2,843,00003/31/2018
APACHE CORP APACommon700,649-39,71326,961,000-4,297,00003/31/2018
Discovery Communications, Inc. DISCKCommon1,374,604-137,75226,832,000-5,185,00003/31/2018
WELLS FARGO & COMPANY/MN WFCCommon511,269-54,03226,796,000-7,501,00003/31/2018
SPDR SERIES TRUST SANDP OILGAS EXP XOPSTOCK733,900-86,41425,848,000-4,651,00003/31/2018
UNIT CORP UNTCommon1,251,960-160,03824,739,000-6,325,00003/31/2018
ALLIANCE DATA SYSTEMS CORP ADSCommon112,79697,32424,010,00020,088,00003/31/2018
OCCIDENTAL PETROLEUM CORP /DE/ OXYCommon351,860-10,33222,857,000-3,822,00003/31/2018
ENSTAR GROUP INC ESGRCommon101,598-8,23421,361,000-688,00003/31/2018
PIONEER ENERGY SERVICES CORP PESCommon7,382,718-132,51619,933,000-2,988,00003/31/2018
SEABRIDGE GOLD INC SACommon1,668,626-131,48718,021,000-2,320,00003/31/2018
MCKESSON CORP MCKCommon104,861-9,22314,772,000-3,019,00003/31/2018
MAXWELL TECHNOLOGIES INC MXWLCommon2,311,74542,06313,709,000636,00003/31/2018
Post Holdings, Inc. POSTCommon178,325133,15313,510,0009,931,00003/31/2018
ERA GROUP INC. ERACOM1,364,724-81,97912,760,000-2,792,00003/31/2018
PHI INC PHIIKCommon1,243,153121,14812,730,000-252,00003/31/2018
MANITOWOC CO INC MTWCommon Stock402,055-23,59511,442,000-5,303,00003/31/2018
DEVON ENERGY CORP/DE DVNCommon335,258-40,14110,658,000-4,884,00003/31/2018
DANAHER CORP /DE/ DHRCommon107,924-1,40610,567,000419,00003/31/2018
AMERISOURCEBERGEN CORP ABCCommon117,365-3,95610,118,000-1,022,00003/31/2018
TRIMAS CORP TRSCommon371,123196,3969,742,0005,068,00003/31/2018
HALLIBURTON CO HALCommon188,970-35,6128,870,000-2,105,00003/31/2018
Liberty Media Corp BATRKCommon335,211-10,3107,650,000-27,00003/31/2018
Ardmore Shipping Corp ASCCommon957,24157,5707,275,00078,00003/31/2018
INTERNATIONAL BUSINESS MACHINES CORP IBMCommon47,159-23,8867,236,000-3,664,00003/31/2018
SYNALLOY CORP SYNLCommon481,434-14,8767,029,000378,00003/31/2018
POWELL INDUSTRIES INC POWLCommon255,00483,1846,844,0001,921,00003/31/2018
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