Giovine Capital

Latest statistics and disclosures from GIOVINE CAPITAL's latest quarterly 13F-HR filing:

GIOVINE CAPITAL portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AGN Allergan 8.33 80000 178.19 212.63
DISH DISH Network 4.20 111136 64.58 72.61
APC Anadarko Petroleum Corporation 4.13 69625 101.44 84.86
HD Home Depot 3.93 73283 91.74 101.93
Masonite International 3.85 119005 55.38 0.00
HES Hess 3.39 61399 94.32 74.50
NOV National-Oilwell Var 3.33 -11.00% 74851 76.10 67.07
LAMR Lamar Advertising Company 3.19 110794 49.25 54.24
AAPL Apple 3.18 -8.00% 54066 100.75 111.78
Targa Res 3.18 +60.00% 40000 136.18 0.00
ENR Energizer Holdings 3.12 43360 123.20 131.57
Equity Commonwealth 2.83 NEW 188570 25.71 0.00
Mosaic 2.68 103379 44.41 0.00
MYL Mylan 2.66 NEW 100000 45.49 57.51
WAG Walgreen Company 2.52 +7.00% 72861 59.26 73.23
LMT Lockheed Martin Corporation 2.51 23539 182.76 192.85
PCAR PACCAR 2.51 -11.00% 75621 56.88 69.24
TSO Tesoro Corporation 2.50 70000 60.99 72.00
Constellium Holdco B V cl a 2.45 170400 24.61 0.00
QCOM QUALCOMM 2.30 52719 74.77 73.43
Potash Corp. Of Saskatchewan I 2.23 -21.00% 110176 34.56 0.00
UPS United Parcel Service 2.09 36330 98.29 110.96
SHW Sherwin-Williams Company 2.08 -23.00% 16219 219.00 260.07
MHK Mohawk Industries 1.96 24888 134.80 154.96
UN Unilever N.V. 1.73 74740 39.68 39.35
Post Holdings Inc Common 1.67 86142 33.18 0.00
ADSK Autodesk 1.46 45188 55.10 59.90
DG Dollar General 1.43 NEW 40000 61.10 68.56
LEN Lennar Corporation 1.42 62375 38.83 43.67
LOW Lowe's Companies 1.40 45385 52.92 66.90
V Visa 1.40 11264 213.33 261.67
GEF Greif 1.38 53742 43.80 47.99
Hyster Yale Materials Handling 1.38 33080 71.61 0.00
FDO Family Dollar Stores 1.35 +20.00% 30000 77.23 78.96
CRI Carter's 1.34 29581 77.52 83.19
PM Philip Morris International 1.26 25833 83.38 83.05
HTZ Hertz Global Holdings 1.26 +6.00% 84948 25.39 22.68
HON Honeywell International 1.07 19731 93.10 101.16
VRSK Verisk Analytics 1.07 30000 60.90 64.70
KSU Kansas City Southern 1.04 14672 121.18 120.29
DE Deere & Company 0.90 -34.00% 18839 82.01 90.10
ESL Esterline Technologies Corporation 0.65 10000 111.30 107.93
Tronox 0.58 -61.00% 38326 26.04 0.00
Eaton 0.37 NEW 10000 63.40 0.00
GY Gen 0.23 24293 15.97 17.51
Mondelez Int 0.23 11460 34.29 0.00
Starz - Liberty Capital stock 0.19 NEW 10000 33.10 0.00

Past 13F-HR SEC Filings for GIOVINE CAPITAL

View All Filings for GIOVINE CAPITAL