Centaur Capital Partners as of Dec. 31, 2014
Portfolio Holdings for Centaur Capital Partners
Centaur Capital Partners holds 25 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alleghany Corporation | 11.0 | $6.8M | 15k | 463.53 | |
| Kulicke and Soffa Industries (KLIC) | 8.9 | $5.5M | 380k | 14.46 | |
| EMC Corporation | 7.2 | $4.5M | 150k | 29.73 | |
| International Speedway Corp Cl A | 6.6 | $4.1M | 130k | 31.65 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.2 | $3.8M | 26k | 150.17 | |
| Tetra Tech (TTEK) | 6.1 | $3.8M | 141k | 26.70 | |
| Perry Ellis International | 5.5 | $3.4M | 133k | 25.93 | |
| Iconix Brand | 5.4 | $3.4M | 100k | 33.79 | |
| eBay (EBAY) | 4.5 | $2.8M | 50k | 56.12 | |
| Capital Southwest Corporation (CSWC) | 4.5 | $2.8M | 73k | 37.91 | |
| Jpmorgan Chase & Co *w Exp 10/28/201 | 4.4 | $2.7M | 130k | 20.80 | |
| Trinity Biotech Spon Adr New | 3.8 | $2.4M | 135k | 17.51 | |
| Speedway Motorsports | 3.7 | $2.3M | 105k | 21.87 | |
| Pnc Finl Svcs Group *w Exp 12/31/201 | 3.5 | $2.2M | 88k | 24.95 | |
| Fifth Street Finance | 3.5 | $2.2M | 270k | 8.01 | |
| Vector (VGR) | 3.1 | $1.9M | 89k | 21.31 | |
| Clifton Ban | 2.8 | $1.8M | 130k | 13.59 | |
| Charter Fin. | 2.1 | $1.3M | 113k | 11.45 | |
| Leucadia National Call Option | 1.6 | $1.0M | 45k | 22.42 | |
| Blucora | 1.6 | $970k | 70k | 13.86 | |
| CryoLife (AORT) | 1.4 | $889k | 79k | 11.32 | |
| Viad Corp Com New (VVI) | 1.4 | $866k | 33k | 26.65 | |
| Harvard Bioscience (HBIO) | 0.5 | $284k | 50k | 5.68 | |
| Blucora Note 4.250% 4/0 | 0.4 | $237k | 2.5M | 0.09 | |
| Fifth Str Asset Mgmt Cl A Com | 0.4 | $227k | 16k | 13.93 |
