Giovine Capital

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

GIOVINE CAPITAL portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
FRX Forest Laboratories 4.99 +19.00% 191305 60.03 90.71
VOD Vodafone 4.72 +6.00% 276158 39.31 35.98
Masonite International 4.36 +23.00% 167105 60.00 0.00
HD Home Depot 4.09 +8.00% 114292 82.34 77.03
Herbalife Ltd Com Stk 3.73 +8.00% 109089 78.70 0.00
OXY Occidental Petroleum Corporation 3.51 +4.00% 85011 95.11 96.61
Potash Corp. Of Saskatchewan I 3.19 222700 32.96 0.00
CWH CommonWealth REIT 3.17 +4.00% 313070 23.31 25.74
PCAR PACCAR 3.06 +6.00% 119221 59.17 65.58
APC Anadarko Petroleum Corporation 2.99 -10.00% 86726 79.32 98.26
HES Hess 2.95 81820 83.00 86.19
AAPL Apple 2.86 -2.00% 11730 561.04 520.88
Assured Guaranty 2.86 278810 23.59 0.00
DISH DISH Network 2.81 +24.00% 111670 57.92 59.20
Mosaic 2.77 -8.00% 134924 47.27 0.00
ENR Energizer Holdings 2.70 +8.00% 57360 108.25 98.06
UPS United Parcel Service 2.39 +31.00% 52400 105.08 97.67
WAG Walgreen Company 2.34 +4.00% 93661 57.44 65.66
MBI MBIA 2.34 451300 11.94 12.00
NTAP NetApp 2.20 122900 41.14 35.72
SHW Sherwin-Williams Company 2.19 +61.00% 27429 183.49 195.46
Post Holdings Inc Common 2.14 -4.00% 99832 49.27 0.00
LMT Lockheed Martin Corporation 2.13 -5.00% 33039 148.67 159.77
LOW Lowe's Companies 2.12 +4.00% 98582 49.55 46.98
MHK Mohawk Industries 2.02 +35.00% 31222 148.90 135.40
UN Unilever N.V. 1.99 114007 40.23 42.26
Hyster Yale Materials Handling 1.88 NEW 46454 93.17 0.00
TXI Texas Industries 1.81 +55.00% 60453 68.78 87.92
JOYG Joy Global 1.79 -8.00% 70400 58.49 0.00
LEN Lennar Corporation 1.71 99662 39.56 38.42
CYH Community Health Systems 1.69 NEW 99156 39.27 35.16
IBM International Business Machines 1.65 NEW 20287 187.56 189.56
V Visa 1.58 +3.00% 16352 222.66 209.65
HON Honeywell International 1.57 +4.00% 39570 91.38 93.11
Tronox 1.39 -44.00% 138726 23.07 0.00
DE Deere & Company 1.36 -4.00% 34328 91.32 93.38
PM Philip Morris International 1.35 -6.00% 35717 87.13 82.39
MCD McDonald's Corporation 1.25 29566 97.04 100.81
ADSK Autodesk 1.09 NEW 50000 50.32 47.36
KSU Kansas City Southern 0.99 -19.00% 18408 123.80 103.87
FLT FleetCor Technologies 0.70 -71.00% 13811 117.15 113.16
CLGX CoreLogic 0.36 NEW 23050 35.53 28.32
QCOM QUALCOMM 0.32 NEW 10000 74.30 80.82
HTZ Hertz Global Holdings 0.25 NEW 20000 28.60 28.18
GY Gen 0.24 30328 18.04 17.44
Mondelez Int 0.23 NEW 15000 35.33 0.00
GIS General Mills 0.17 -83.00% 7660 49.87 52.02

Past 13F-HR SEC Filings for GIOVINE CAPITAL

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