# PRECISION PATH CAPITAL, LP

> Institutional holdings reported to the SEC as of Q4 2018 on Form 13F. CIK 1654407. Source: https://holderbook.com/funds/1654407-precision-path-capital-lp/

- Reported value: $233.2M
- Positions: 15
- Weight of the ten largest: 82.0%
- Filed: 2019-02-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $30.8M | 300,000 | 13.2% | 1 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $30.4M | 220,000 | 13.0% | 1 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $23.6M | 235,000 | 10.1% | 1 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $20.2M | 135,000 | 8.7% | 1 |
| DANA INC | [DAN](https://holderbook.com/stocks/DAN/) | $18.7M | 1,370,000 | 8.0% | 1 |
| GOODYEAR TIRE & RUBR CO | [GT](https://holderbook.com/stocks/GT/) | $15.3M | 750,000 | 6.6% | 1 |
| LEAR CORP | [LEA](https://holderbook.com/stocks/LEA/) | $14.4M | 117,000 | 6.2% | 1 |
| LINCOLN ELEC HLDGS INC | [LECO](https://holderbook.com/stocks/LECO/) | $14.1M | 179,000 | 6.1% | 1 |
| INGERSOLL-RAND PLC | [IRXXXX](https://holderbook.com/stocks/IRXXXX/) | $13.7M | 150,000 | 5.9% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $10.2M | 80,000 | 4.4% | 1 |
| LENNOX INTL INC | [LII](https://holderbook.com/stocks/LII/) | $9.8M | 45,000 | 4.2% | 1 |
| GRACE W R & CO DEL NEW | [GRA](https://holderbook.com/stocks/GRA/) | $9.4M | 140,000 | 4.0% | 1 |
| STANLEY BLACK & DECKER INC | [SWK](https://holderbook.com/stocks/SWK/) | $9.0M | 75,000 | 3.9% | 1 |
| CANADIAN PAC RY LTD | [CPXXXX](https://holderbook.com/stocks/CPXXXX/) | $8.9M | 50,000 | 3.8% | 1 |
| ALLEGION PLC | [ALLE](https://holderbook.com/stocks/ALLE/) | $4.8M | 60,000 | 2.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2018 | $233.2M | 15 |