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GIOVINE CAPITAL GROUP LLC files portfolio update

GIOVINE CAPITAL GROUP LLC just filed a portfolio update (also known as a 13-F), dated November 04, 2015. The portfolio holdings are as of September 30, 2015.

GIOVINE CAPITAL GROUP LLC reported adding to its positions of:

  • Sherwin-Williams Company (The)
  • Post Holdings
  • Lowe's Companies
  • Lennar Corporation
  • Hertz Global Holdings
  • Allergan

Positions in the following companies appear to have been reduced:

  • Zoetis
  • Yahoo! Inc.
  • Walgreens Boots Alliance
  • Visa Inc.
  • Verisk Analytics
  • United Parcel Service
  • ...