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 ...