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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	% of Portfolio	Status
1801	RCP RIT Capital Partners London, United Kingdom	$0	-$55.9M	–	Closed
1802	SC Saiers Capital New York	$0	-$141K	–	Closed
1803	Samlyn Capital New York	$0	-$43.5M	–	Closed
1804	SCP Scoria Capital Partners Stamford, Connecticut	$0	-$8.05M	–	Closed
1805	SC Shellback Capital Boston, Massachusetts	$0	-$13.2M	–	Closed
1806	SCG Sonata Capital Group Seattle, Washington	$0	-$202K	–	Closed
1807	Soros Fund Management New York	$0	-$3.79M	–	Closed
1808	SI Standard Investments New York	$0	-$3.77M	–	Closed
1809	SRCM Sterling Ridge Capital Management New York	$0	-$9.78M	–	Closed
1810	SC Sumit Capital New York	$0	-$248K	–	Closed
1811	TI Telemetry Investments New York	$0	-$307K	–	Closed
1812	TCM Telos Capital Management San Diego, California	$0	-$207K	–	Closed
1813	TNAM Terra Nova Asset Management New York	$0	-$225K	–	Closed
1814	Westfield Capital Management Boston, Massachusetts	$0	-$616K	–	Closed
1815	YP Yellowstone Partners Idaho Falls, Idaho	$0	-$202K	–	Closed
1816	ZDA Zweig-DiMenna Associates New York	$0	-$258K	–	Closed