SkyTop Capital Management

Latest statistics and disclosures from SkyTop Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MU, American Airls, SNDK, Era, GT. These five stock positions account for 52.93% of SkyTop Capital Management's total stock portfolio.
  • Added to shares of these 7 stocks: SNDK (+$15.66M), MU (+$9.10M), American Airls (+$8.35M), IGT, Gastar Exploration, Sunedison, GT.
  • Started 2 new stock positions in IGT, SNDK.
  • Reduced shares in these 10 stocks: Ambac Finl (-$13.37M), Ftd Cos (-$12.22M), Era (-$12.03M), GY (-$10.90M), OCN (-$10.15M), (-$8.74M), (-$6.69M), LINTA, Allison Transmission Hldngs I, .
  • Sold out of its positions in Ambac Finl, GTLS, Ftd Cos, GRA, OCN, RLD.
  • As of June 30, 2014, SkyTop Capital Management has $165.40M in assets under management (AUM). Assets under management dropped from a total value of $202.33M to $165.40M.
  • Independent of market fluctuations, SkyTop Capital Management was a net seller by $53.70M worth of stocks in the most recent quarter.

SkyTop Capital Management portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
MU Micron Technology 17.85 +44.00% 896005 32.95 33.06
American Airls 12.52 +67.00% 482037 42.96 0.00
SNDK SanDisk Corporation 9.47 NEW 150000 104.43 94.39
Era 6.94 -51.00% 400428 28.68 0.00
GT Goodyear Tire & Rubber Company 6.15 +9.00% 366073 27.78 24.01
Allison Transmission Hldngs I 5.96 -28.00% 317192 31.10 0.00
Semgroup Corp cl a 5.76 -28.00% 120735 78.85 0.00
Liberty Global Inc C 5.63 -28.00% 220126 42.31 0.00
LINTA Liberty Media 5.45 -31.00% 307039 29.36 0.00
GY Gen 5.45 -54.00% 471969 19.10 16.89
Sunedison 5.39 +15.00% 394756 22.60 0.00
Gastar Exploration 5.24 +51.00% 995512 8.71 0.00
EQIX Equinix 3.61 -28.00% 28410 210.10 209.59
IGT International Game Technology 2.89 NEW 300000 15.91 16.44
Navigator Holdings Ltd Com Stk 1.69 -26.00% 94885 29.38 0.00

Past 13F-HR SEC Filings for SkyTop Capital Management