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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
ALLIANCE DATA SYSTEMS CORP ADSCommon162,43461,62318,225,0005,308,00012/31/2019
MANITOWOC CO INC MTWCommon Stock601,952111,22810,534,0004,400,00012/31/2019
Centennial Resource Development, Inc. CDEVCommon2,003,805694,5379,258,0003,347,00012/31/2019
MURPHY OIL CORP /DE MURCommon207,4593,8905,560,0001,059,00012/31/2019
Parsley Energy, Inc. PECommon84,25545,0851,593,000935,00012/31/2019
GREIF INC GEFCL A66,9418,1962,959,000733,00012/31/2019
LYDALL INC /DE/ LDLCommon67,05336,9001,376,000625,00012/31/2019
Malibu Boats, Inc. MBUUCOM CL A28,50010,0001,167,000599,00012/31/2019
MARKEL CORP MKLCommon828106947,00094,00012/31/2019
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