Foundation Asset Management as of March 31, 2015
Portfolio Holdings for Foundation Asset Management
Foundation Asset Management holds 21 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stewart Information Services Corporation (STC) | 17.7 | $69M | 1.7M | 40.64 | |
| Time Warner Cable | 8.8 | $34M | 229k | 149.88 | |
| Kraft Foods | 8.2 | $32M | 370k | 87.12 | |
| Endo Intl SHS (ENDPQ) | 6.7 | $26M | 292k | 89.70 | |
| Wright Medical | 6.0 | $23M | 907k | 25.80 | |
| Echostar Corp Cl A (SATS) | 5.9 | $23M | 445k | 51.72 | |
| Microsoft Corporation (MSFT) | 5.0 | $19M | 478k | 40.65 | |
| Wp Glimcher | 5.0 | $19M | 1.2M | 16.63 | |
| Advanced Drain Sys Inc Del (WMS) | 4.6 | $18M | 600k | 29.94 | |
| Cdw (CDW) | 4.5 | $18M | 469k | 37.24 | |
| DaVita (DVA) | 4.3 | $17M | 208k | 81.28 | |
| PolyOne Corporation | 4.2 | $16M | 439k | 37.35 | |
| CIGNA Corporation | 3.9 | $15M | 117k | 129.44 | |
| Hca Holdings (HCA) | 3.0 | $12M | 158k | 75.23 | |
| Theravance Biopharma (TBPH) | 2.6 | $10M | 584k | 17.35 | |
| American Intl Group Com New (AIG) | 2.4 | $9.6M | 175k | 54.79 | |
| Akorn | 2.2 | $8.7M | 182k | 47.51 | |
| Medivation | 1.9 | $7.4M | 57k | 129.07 | |
| Gilead Sciences (GILD) | 1.6 | $6.1M | 63k | 98.13 | |
| Barrick Gold Corp (GOLD) | 1.3 | $5.2M | 474k | 10.96 | |
| Lumber Liquidators Holdings (LL) | 0.2 | $770k | 25k | 30.80 |
