IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valeo Financial Advisors, LLC

Q2 2018 Holdings

Filed 2018-08-14 | 1678 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Milacron Hldgs Corp COM(MCRN)Stock59870L106$1400.0%
Amern Campus Communities(ACCUSD)REIT024835100$1140.0%
American Equity Invt Life Hldg Co COM(AELUSD)Stock025676206$1330.0%
Mercadolibre Inc(MELI)Stock58733R102$130.0%
Mednax Inc COM(MD)Stock58502B106$1200.0%
Apollo Endosurgery Inc COM(HQ8F)Stock03767D108$11920.0%
Approach Resources Inc COMStock03834A103$12870.0%
Maximus Inc COM(MMS)Stock577933104$1170.0%
BT Group PLC ADRADR05577E101$1980.0%
Babcock & Wilcox Enterpris Inc COM(BWEUR)Stock05614L100$13900.0%
Masonite Internationalcorporation(DOOREUR)Stock575385109$1160.0%
Beacon Roofing Supply Inc COM(BECNUSD)Stock073685109$1210.0%
BED Bath & Beyond Inc(BBBYEUR)Stock075896100$1720.0%
Sendgrid Inc COMStock816883102$1170.0%
Macys Inc COM(M)Stock55616P104$1220.0%
MTS SYS Corp COM(MTSC)Stock553777103$1180.0%
MRC Global Inc COM(37M)Stock55345K103$1350.0%
MFA MTG Invts IncREIT55272X102$11010.0%
Cambrex Corp COM(CBM)Stock132011107$1170.0%
Line Corp Sponsored ADRADR53567X101$1260.0%
Carlyle Group L P COM UTS LTD PTNStock14309L102$1300.0%
Casa SYS Inc COM(CASA1EUR)Stock14713L102$1320.0%
Chemical Finl Corp COM(CHFCUSD)Stock163731102$1120.0%
Chesapeake Energy Corporation(CHKEUR)Stock165167107$11670.0%
China Life Insurance Co LTD Sponsored ADR Repstg H SHSADR16939P106$11170.0%
Lennox Intl Inc COM(LII)Stock526107107$150.0%
Coherent Inc COM(COHREUR)Stock192479103$140.0%
Lennar Corp CL B(LEN/B)Stock526057302$1160.0%
Shutterstock Inc COM(SSTK)Stock825690100$1160.0%
Colony CR Real Estate Inc COM CL A(CLNCGBP)REIT19625T101$1560.0%
Colony Cap Inc New CL A COM(CLNSEUR)REIT19626G108$11410.0%
Comscore Inc COM(SCOR1EUR)Stock20564W105$1270.0%
Concho Resources(CXOEUR)Stock20605P101$140.0%
Continental Resources Inc COM(CLRUSD)Stock212015101$1170.0%
Core Mark Holding Co Inc COM(CORE)Stock218681104$1450.0%
Corepoint Lodging Inc COM(CPLGGUSD)REIT21872L104$1300.0%
Cowen Inc CL A New(COWNEUR)Stock223622606$1520.0%
Silverbow RES Inc COM(SBOWEUR)Stock82836G102$1240.0%
Wageworks Inc COM(WAGE)Stock930427109$1240.0%
Diebold Nxdf Inc COM(DBDEUR)Stock253651103$12000.0%
LSC Communications Inc COMStock50218P107$11030.0%
Wabco Hldgs Inc COM(WBC1EUR)Stock92927K102$180.0%
Knight Swift Transn Hldgs Inc CL A(KNX)Stock499049104$1230.0%
Donnelley R R & Sons Co COM(RRDEUR)Stock257867200$12740.0%
Kennedy-Wilson Hldgs Inc COM(KW)Stock489398107$1430.0%
Vocera Communications Inc COMStock92857F107$1330.0%
Etfs Gold Trust ETFETF26922Y105$1100.0%
Vipshop Hldgs LTD Sponsored ADR(VIPS)ADR92763W103$11060.0%
Earthstone Energy Inc CL A(ESTEEUR)Stock27032D304$1690.0%
Kookmin BK New Sponsored ADR(KBIA)ADR48241A105$1230.0%
PreviousPage 4 of 34Next