Giovine Capital

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

GIOVINE CAPITAL portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
DISH DISH Network 4.47 -3.00% 106784 72.89 73.44
HD Home Depot 4.20 -5.00% 69601 104.97 113.11
Masonite International 4.06 -3.00% 114965 61.46 0.00
MYL Mylan 3.80 +17.00% 117137 56.37 58.88
APC Anadarko Petroleum Corporation 3.68 +11.00% 77695 82.50 79.89
AAPL Apple 3.62 +5.00% 57034 110.37 123.28
Walgreen Boots Alliance 3.54 NEW 80727 76.20 0.00
ENR Energizer Holdings 3.47 +8.00% 46919 128.56 132.24
Lamar Advertising Co-a 3.30 NEW 107072 53.64 0.00
LMT Lockheed Martin Corporation 3.10 +18.00% 28011 192.57 197.87
Actavis 2.96 NEW 20000 257.40 0.00
NOV National-Oilwell Var 2.93 +3.00% 77693 65.53 50.15
TSO Tesoro Corporation 2.91 -2.00% 68063 74.34 86.12
YHOO Yahoo! 2.90 NEW 100000 50.51 42.61
PCAR PACCAR 2.80 -5.00% 71664 68.01 60.73
Mosaic 2.64 -2.00% 100510 45.65 0.00
Equity Commonwealth 2.64 -5.00% 178924 25.67 0.00
HES Hess 2.53 -2.00% 59665 73.81 69.52
UPS United Parcel Service 2.26 -2.00% 35300 111.16 99.32
SHW Sherwin-Williams Company 2.23 -9.00% 14730 263.07 281.82
QCOM QUALCOMM 2.18 -3.00% 51137 74.33 71.27
MHK Mohawk Industries 2.17 -2.00% 24244 155.38 179.34
Potash Corp. Of Saskatchewan I 2.15 -4.00% 105754 35.32 0.00
Targa Res 2.15 -11.00% 35343 106.05 0.00
Post Holdings Inc Common 2.02 -2.00% 83759 41.89 0.00
FDO Family Dollar Stores 1.82 +33.00% 40000 79.20 78.85
KSU Kansas City Southern 1.70 +65.00% 24256 122.03 113.81
LOW Lowe's Companies 1.66 -7.00% 42020 68.80 73.15
V Visa 1.65 -2.00% 10974 262.17 266.74
UN Unilever N.V. 1.63 -2.00% 72837 39.05 42.05
LEN Lennar Corporation 1.56 -2.00% 60523 44.81 48.23
ADSK Autodesk 1.52 -2.00% 44038 60.06 60.20
MA MasterCard Incorporated 1.49 NEW 30000 86.17 87.52
Zoetis Inc Cl A 1.48 NEW 60000 43.03 0.00
CRI Carter's 1.44 -2.00% 28716 87.30 88.77
GEF Greif 1.41 -3.00% 52123 47.23 36.08
HTZ Hertz Global Holdings 1.18 -2.00% 82557 24.94 21.85
PM Philip Morris International 1.17 -3.00% 25003 81.43 77.69
Eaton 1.15 +195.00% 29534 67.96 0.00
HON Honeywell International 1.10 -3.00% 19083 99.93 100.92
VRSK Verisk Analytics 0.71 -35.00% 19222 64.04 69.61
ESL Esterline Technologies Corporation 0.61 -2.00% 9742 109.73 107.67
GPK Graphic Packaging Holding Company 0.55 NEW 70000 13.61 14.30
Tronox 0.50 -4.00% 36634 23.88 0.00
Klx Inc Com $0.01 0.47 NEW 20000 41.25 0.00
GY Gen 0.24 -4.00% 23183 18.29 20.74
Mondelez Int 0.23 -2.00% 11219 36.37 0.00

Past 13F-HR SEC Filings for GIOVINE CAPITAL

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