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Institutional Investment Manager
AJO, LP
AJO, LP (CIK: 0001013536) incorporated in Delaware, located at 230 S Broad Street, Philadelphia, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001013536-14-000015) filed in 2014.08.06
#
Name
Shares
Value ($)
%
Options
Notes
251 LEAR CORP 2,673,690 238,814 1.03%
252 LINCOLN NATL CORP IND 1,611,381 82,889 0.36%
253 LOCKHEED MARTIN CORP 881,580 141,696 0.61%
254 LOEWS CORP 53,000 2,333 0.01%
255 LOGMEIN INC 11,600 541 0.00%
256 LORILLARD 4,094,570 249,646 1.07%
257 LOWES COS INC 111,290 5,341 0.02%
258 LUMEN TECHNOLOGIES INC 4,704,940 170,319 0.73%
259 LYONDELLBASELL INDUSTRIES N 2,350,570 229,533 0.99%
260 Lifepoint Hospitals Inc 642,800 30,957 0.13%
261 MACYS INC 3,717,910 215,713 0.93%
262 MAGELLAN HEALTH INC COM NEW 73,900 4,600 0.02%
263 MAGNA INTL INC 2,341,920 252,342 1.08%
264 MANHATTAN ASSOCIATES INC 126,000 4,338 0.02%
265 MANNING & NAPIER INC CL A 403,610 6,966 0.03%
266 MARATHON OIL CORP 5,896,150 235,374 1.01%
267 MARATHON PETE CORP 2,857,300 223,069 0.96%
268 MARCUS CORP DEL COM 18,000 329 0.00%
269 MARVELL TECHNOLOGY GROUP LTD 9,873,640 141,489 0.61%
270 MBIA INC 43,600 481 0.00%
271 MCDONALDS CORP 128,160 12,911 0.06%
272 MCKESSON CORP 1,455,030 270,941 1.16%
273 MEAD JOHNSON NUTRITI 125,300 11,674 0.05%
274 MERCK & CO INC 274,400 15,874 0.07%
275 MERITOR INC 480,200 6,262 0.03%
276 MGM RESORTS INTERNATIONAL 24,600 649 0.00%
277 MICHAEL KORS HLDGS LTD 360,900 31,994 0.14%
278 MICRON TECHNOLOGY INC 108,690 3,581 0.02%
279 MICROSOFT CORP 70,460 2,938 0.01%
280 MOBILE TELESYSTEMS PJSC 25,000 494 0.00%
281 MOODYS CORP 186,400 16,340 0.07%
282 MORGAN STANLEY 64,800 2,095 0.01%
283 MYR GROUP INC DEL COM 265,980 6,737 0.03%
284 MYRIAD GENETICS INC 220,900 8,597 0.04%
285 Micros Systems 153,000 10,389 0.04%
286 Monster Beverage Corpo 397,590 28,241 0.12%
287 Montpelier Re Holdings Ltd 153,100 4,892 0.02%
288 NABORS INDUSTRIES LTD 213,200 6,262 0.03%
289 NET 1 UEPS TECHNOLOGIES INC 1,048,600 11,933 0.05%
290 NETAPP INC 27,200 993 0.00%
291 NETFLIX INC 600 264 0.00%
292 NIKE INC 62,520 4,848 0.02%
293 NORDION INC 28,100 353 0.00%
294 NORTEK INC COM NEW 63,134 5,667 0.02%
295 NORTHROP GRUMMAN CORP 2,336,350 279,498 1.20%
296 NRG ENERGY INC 411,620 15,312 0.07%
297 NVIDIA CORPORATION 425,000 7,880 0.03%
298 NVR INC 12,740 14,659 0.06%
299 National Australia Bank ADR 23,900 1,232 0.01%
300 OCCIDENTAL PETE CORP DEL 143,020 14,678 0.06%
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