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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
1926	ECM Elgethun Capital Management Sioux Falls, South Dakota	$0	-$107K	–	Closed
1927	Empirical Finance Havertown, Pennsylvania	$0	-$79K	–	Closed
1928	FVP Firefly Value Partners Newtown, Pennsylvania	$0	-$395K	–	Closed
1929	FBFS First Business Financial Services Madison, Wisconsin	$0	-$492K	–	Closed
1930	FHAM Folger Hill Asset Management New York	$0	-$6.5M	–	Closed
1931	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$369K	–	Closed
1932	FAM Foundation Asset Management White Plains, New York	$0	-$8.96M	–	Closed
1933	Gates Capital Management New York	$0	-$10M	–	Closed
1934	GAG GM Advisory Group Melville, New York	$0	-$269K	–	Closed
1935	HBK Sorce Advisory Erie, Pennsylvania	$0	-$1.15M	–	Closed
1936	Hennessy Advisors Inc Novato, California	$0	-$2.23M	–	Closed
1937	HT HighTower Trust Houston, Texas	$0	-$224K	–	Closed
1938	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$0	-$1.39M	–	Closed
1939	JP Jana Partners New York	$0	-$113M	–	Closed
1940	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$0	-$277K	–	Closed
1941	KLI Kelman-Lazarov Inc Memphis, Tennessee	$0	-$27.6K	–	Closed
1942	LP Luzich Partners Las Vegas, Nevada	$0	-$6.34M	–	Closed
1943	Maverick Capital Dallas, Texas	$0	-$2.98M	–	Closed
1944	Menora Mivtachim Holdings Ramat Gan, Israel	$0	-$1.74M	–	Closed
1945	MG Meritage Group San Francisco, California	$0	-$203M	–	Closed
1946	Mizuho Securities USA New York	$0	-$1.03M	–	Closed
1947	MCM Mork Capital Management Healdsburg, California	$0	-$1.13M	–	Closed
1948	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$0	-$433K	–	Closed
1949	NEAM New England Asset Management Farmington, Connecticut	$0	-$149K	–	Closed
1950	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$30.8M	–	Closed