Chapter IV Investors as of Sept. 30, 2013
Portfolio Holdings for Chapter IV Investors
Chapter IV Investors holds 12 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Range Resources (RRC) | 21.6 | $63M | 825k | 75.89 | |
| Rock-Tenn Company | 18.4 | $53M | 525k | 101.27 | |
| Lamar Advertising Company | 15.8 | $46M | 972k | 47.03 | |
| Martin Marietta Materials (MLM) | 14.6 | $42M | 430k | 98.17 | |
| Packaging Corporation of America (PKG) | 6.3 | $18M | 318k | 57.09 | |
| Vulcan Materials Company (VMC) | 5.4 | $16M | 300k | 51.81 | |
| Cabot Oil & Gas Corporation (CTRA) | 5.2 | $15M | 400k | 37.32 | |
| Pioneer Natural Resources (PXD) | 3.3 | $9.4M | 50k | 188.80 | |
| EQT Corporation (EQT) | 2.8 | $8.2M | 93k | 88.72 | |
| Clear Channel Outdoor Holdings | 2.8 | $8.2M | 1.0M | 8.20 | |
| Scripps Networks Interactive | 2.2 | $6.5M | 83k | 78.11 | |
| SandRidge Energy | 1.6 | $4.7M | 800k | 5.86 |
