Hawkeye Capital Management as of June 30, 2014
Portfolio Holdings for Hawkeye Capital Management
Hawkeye Capital Management holds 12 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 |
|---|---|---|---|---|---|
| KapStone Paper and Packaging | 16.4 | $68M | 2.0M | 33.13 | |
| Micron Technology (MU) | 15.0 | $62M | 1.9M | 32.95 | |
| Suncoke Energy (SXC) | 14.1 | $58M | 2.7M | 21.50 | |
| Cit | 13.9 | $57M | 1.3M | 45.76 | |
| CF Industries Holdings (CF) | 10.8 | $45M | 185k | 240.53 | |
| Aircastle | 8.6 | $36M | 2.0M | 17.77 | |
| Anadarko Petroleum Corporation | 6.6 | $27M | 250k | 109.47 | |
| Graphic Packaging Holding Company (GPK) | 6.6 | $27M | 2.3M | 11.70 | |
| Wabash National Corporation (WNC) | 4.2 | $17M | 1.2M | 14.25 | |
| CBS Corporation | 3.0 | $12M | 200k | 62.14 | |
| Avis Budget (CAR) | 0.7 | $2.7M | 45k | 59.69 | |
| Collabrium Japan Acquisitn C *w exp 99/99/999 | 0.0 | $60k | 750k | 0.08 |
