Giovine Capital

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

GIOVINE CAPITAL portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Vodafone Group New Adr F 4.40 NEW 235000 36.81 0.00
Masonite International 3.94 -17.00% 137105 56.52 0.00
CWH CommonWealth REIT 3.89 -7.00% 290570 26.30 27.19
LAMR Lamar Advertising Company 3.65 NEW 140794 51.00 51.09
HD Home Depot 3.35 -27.00% 83283 79.13 81.37
OXY Occidental Petroleum Corporation 3.27 -20.00% 67413 95.29 98.75
Post Holdings Inc Common 3.22 +15.00% 114832 55.12 0.00
Constellium Holdco B V cl a 3.13 NEW 210000 29.35 0.00
PCAR PACCAR 3.11 -23.00% 90621 67.43 63.33
ENR Energizer Holdings 3.09 +5.00% 60360 100.75 118.95
Assured Guaranty 3.04 -15.00% 235810 25.32 0.00
NOV National-Oilwell Var 2.96 NEW 74851 77.87 82.13
Potash Corp. Of Saskatchewan I 2.95 -28.00% 160176 36.22 0.00
QCOM QUALCOMM 2.81 +600.00% 70000 78.86 75.63
APC Anadarko Petroleum Corporation 2.79 -25.00% 64625 84.77 111.94
VZ Verizon Communications 2.66 NEW 110000 47.57 51.54
Mosaic 2.63 -23.00% 103379 50.00 0.00
HES Hess 2.59 -24.00% 61399 82.88 102.60
DISH DISH Network 2.57 -27.00% 81136 62.20 63.17
NTAP NetApp 2.45 +6.00% 130400 36.90 38.85
AAPL Apple 2.30 -28.00% 8438 536.74 98.38
WAG Walgreen Company 2.28 -27.00% 67861 66.03 70.72
SHW Sherwin-Williams Company 2.13 -22.00% 21219 197.13 211.03
UPS United Parcel Service 2.05 -21.00% 41330 97.39 98.84
LMT Lockheed Martin Corporation 1.95 -28.00% 23539 163.26 169.33
UN Unilever N.V. 1.77 -25.00% 84740 41.13 42.06
LOW Lowe's Companies 1.75 -28.00% 70385 48.90 48.24
MHK Mohawk Industries 1.72 -20.00% 24888 135.97 127.47
GEF Greif 1.70 NEW 63742 52.49 51.14
Hyster Yale Materials Handling 1.64 -28.00% 33080 97.49 0.00
LEN Lennar Corporation 1.46 -27.00% 72375 39.61 37.35
HON Honeywell International 1.40 -24.00% 29731 92.77 93.89
DE Deere & Company 1.33 -15.00% 28839 90.81 85.46
Tronox 1.33 -20.00% 110326 23.77 0.00
V Visa 1.24 -31.00% 11264 215.82 213.88
VRSK Verisk Analytics 1.22 NEW 40000 59.95 60.94
CRI Carter's 1.17 NEW 29581 77.65 78.22
Herbalife Ltd Com Stk 1.17 -63.00% 40141 57.27 0.00
MCD McDonald's Corporation 1.15 -21.00% 23115 98.03 95.72
ADSK Autodesk 1.13 -9.00% 45188 49.17 55.78
MBI MBIA 1.12 -64.00% 158000 13.99 9.83
PM Philip Morris International 1.08 -27.00% 25833 81.87 83.80
HTZ Hertz Global Holdings 0.81 +199.00% 59948 26.64 28.45
KSU Kansas City Southern 0.76 -20.00% 14672 102.03 110.21
JOYG Joy Global 0.63 -69.00% 21311 58.00 0.00
ESL Esterline Technologies Corporation 0.54 NEW 10000 106.50 109.34
CLGX CoreLogic 0.28 -20.00% 18240 30.04 27.41
GY Gen 0.23 -19.00% 24293 18.28 17.94
Mondelez Int 0.20 -23.00% 11460 34.55 0.00

Past 13F-HR SEC Filings for GIOVINE CAPITAL

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