Afton Capital Management

Afton Capital Management as of March 31, 2014

Portfolio Holdings for Afton Capital Management

Afton Capital Management holds 30 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Magnum Hunter Resources Corporation 9.6 $9.7M 1.1M 8.50
Gulfport Energy Corporation 5.9 $6.0M 85k 71.18
Eagle Materials (EXP) 4.9 $4.9M 56k 88.66
Ambac Finl (AMBC) 4.6 $4.7M 150k 31.03
W.R. Grace & Co. 4.2 $4.2M 43k 99.17
Carmike Cinemas 4.0 $4.1M 138k 29.86
Beazer Homes Usa (BZH) 4.0 $4.1M 204k 20.08
Ocwen Financial Corporation 3.9 $3.9M 100k 39.18
Industries N shs - a - (LYB) 3.9 $3.9M 44k 88.94
Wci Cmntys Inc Com Par $0.01 3.7 $3.7M 190k 19.76
Howard Hughes 3.7 $3.7M 26k 142.72
Rockwood Holdings 3.6 $3.7M 50k 74.40
Owens Corning (OC) 3.6 $3.7M 85k 43.17
Air Transport Services (ATSG) 3.4 $3.5M 445k 7.85
Masonite International (DOOR) 3.3 $3.3M 59k 56.52
Gen 3.3 $3.3M 182k 18.27
Pulte (PHM) 3.1 $3.2M 165k 19.19
Assured Guaranty (AGO) 3.0 $3.0M 120k 25.32
Toll Brothers (TOL) 2.9 $2.9M 81k 35.90
Tuesday Morning Corporation 2.6 $2.7M 188k 14.15
USG Corporation 2.4 $2.5M 75k 32.72
Horsehead Holding 2.3 $2.3M 139k 16.82
Applied Optoelectronics (AAOI) 2.2 $2.2M 90k 24.67
Great Lakes Dredge & Dock Corporation (GLDD) 1.9 $1.9M 208k 9.13
Goodrich Petroleum Corporation 1.9 $1.9M 120k 15.82
Cui Global 1.9 $1.9M 172k 11.00
American Intl Group 1.8 $1.9M 91k 20.44
Par Petroleum (PARR) 1.8 $1.9M 93k 19.98
Builders FirstSource (BLDR) 1.4 $1.5M 162k 9.10
Mbia (MBI) 1.4 $1.4M 100k 13.99