Afton Capital Management as of June 30, 2014
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 32 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Magnum Hunter Resources Corporation | 9.3 | $9.4M | 1.1M | 8.20 | |
| Goodrich Petroleum Corporation | 6.0 | $6.1M | 220k | 27.60 | |
| Gulfport Energy Corporation | 5.2 | $5.3M | 85k | 62.80 | |
| Beazer Homes Usa (BZH) | 4.2 | $4.3M | 204k | 20.98 | |
| MGIC Investment (MTG) | 4.1 | $4.2M | 450k | 9.24 | |
| Pulte (PHM) | 4.1 | $4.1M | 205k | 20.16 | |
| Howard Hughes | 4.1 | $4.1M | 26k | 157.84 | |
| Ambac Finl (AMBC) | 4.0 | $4.1M | 150k | 27.31 | |
| Rockwood Holdings | 3.8 | $3.8M | 50k | 76.00 | |
| Air Transport Services (ATSG) | 3.7 | $3.7M | 445k | 8.37 | |
| Wci Cmntys Inc Com Par $0.01 | 3.6 | $3.7M | 190k | 19.31 | |
| Tuesday Morning Corporation | 3.5 | $3.6M | 200k | 17.82 | |
| Gen | 3.4 | $3.5M | 182k | 19.10 | |
| Assured Guaranty (AGO) | 3.4 | $3.4M | 140k | 24.50 | |
| Synovus Finl (SNV) | 3.2 | $3.3M | 135k | 24.38 | |
| Carmike Cinemas | 3.0 | $3.1M | 87k | 35.13 | |
| USG Corporation | 3.0 | $3.0M | 100k | 30.13 | |
| Toll Brothers (TOL) | 3.0 | $3.0M | 81k | 36.90 | |
| Energy Xxi | 2.9 | $3.0M | 125k | 23.63 | |
| Fresh Market | 2.8 | $2.8M | 85k | 33.47 | |
| Realogy Hldgs (HOUS) | 2.6 | $2.6M | 70k | 37.71 | |
| Horsehead Holding | 2.5 | $2.5M | 139k | 18.26 | |
| Eagle Materials (EXP) | 2.4 | $2.4M | 26k | 94.26 | |
| American Intl Group | 2.4 | $2.4M | 91k | 26.60 | |
| Applied Optoelectronics (AAOI) | 2.1 | $2.1M | 90k | 23.20 | |
| Par Petroleum (PARR) | 1.9 | $1.9M | 93k | 20.25 | |
| Ocwen Financial Corporation | 1.8 | $1.9M | 50k | 37.10 | |
| Cui Global | 1.4 | $1.4M | 172k | 8.40 | |
| Mbia (MBI) | 1.1 | $1.1M | 100k | 11.04 | |
| Kona Grill | 1.0 | $1.1M | 54k | 19.41 | |
| Primo Water Corporation | 0.6 | $571k | 120k | 4.77 | |
| Magnum Hunter Resources Wts wt | 0.0 | $2.5k | 126k | 0.02 |
