Hellman Jordan Management as of Dec. 31, 2013
Portfolio Holdings for Hellman Jordan Management
Hellman Jordan Management holds 40 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| priceline.com Incorporated | 29.7 | $47M | 40k | 1162.41 | |
| ParkerVision | 5.8 | $9.1M | 2.0M | 4.55 | |
| Cvr Refng | 4.3 | $6.8M | 301k | 22.62 | |
| Hca Holdings (HCA) | 3.4 | $5.3M | 112k | 47.71 | |
| Terex Corporation (TEX) | 2.9 | $4.6M | 110k | 41.99 | |
| Abb (ABBNY) | 2.7 | $4.2M | 160k | 26.56 | |
| Tenet Healthcare Corporation (THC) | 2.6 | $4.2M | 99k | 42.12 | |
| Lam Research Corporation (LRCX) | 2.5 | $4.0M | 73k | 54.46 | |
| Walter Energy | 2.5 | $3.9M | 235k | 16.63 | |
| TRW Automotive Holdings | 2.2 | $3.6M | 48k | 74.38 | |
| KLA-Tencor Corporation (KLAC) | 2.2 | $3.5M | 55k | 64.45 | |
| Tidewater | 2.0 | $3.2M | 54k | 59.27 | |
| Rockwell Automation (ROK) | 1.9 | $3.1M | 26k | 118.17 | |
| Vodafone | 1.9 | $2.9M | 74k | 39.31 | |
| General Motors Company (GM) | 1.8 | $2.8M | 69k | 40.88 | |
| Citigroup (C) | 1.8 | $2.8M | 54k | 52.10 | |
| Morgan Stanley (MS) | 1.8 | $2.8M | 88k | 31.36 | |
| Hornbeck Offshore Services | 1.7 | $2.8M | 56k | 49.23 | |
| Goldman Sachs (GS) | 1.7 | $2.7M | 15k | 177.26 | |
| Marriott International (MAR) | 1.6 | $2.6M | 53k | 49.36 | |
| Nxp Semiconductors N V (NXPI) | 1.6 | $2.6M | 57k | 45.93 | |
| American Airls (AAL) | 1.6 | $2.6M | 103k | 25.25 | |
| Apple (AAPL) | 1.5 | $2.4M | 4.2k | 561.04 | |
| Johnson Controls | 1.5 | $2.3M | 46k | 51.31 | |
| Xilinx | 1.4 | $2.3M | 50k | 45.91 | |
| Oasis Petroleum | 1.4 | $2.3M | 49k | 46.96 | |
| Facebook Inc cl a (META) | 1.4 | $2.3M | 41k | 54.66 | |
| Via | 1.4 | $2.2M | 26k | 87.33 | |
| Hldgs (UAL) | 1.3 | $2.1M | 56k | 37.84 | |
| Qualcomm (QCOM) | 1.3 | $2.1M | 28k | 74.27 | |
| Concho Resources | 1.3 | $2.0M | 19k | 108.00 | |
| Continental Resources | 1.2 | $2.0M | 18k | 112.53 | |
| Autodesk (ADSK) | 1.2 | $1.9M | 37k | 50.31 | |
| Carrizo Oil & Gas | 1.1 | $1.8M | 40k | 44.78 | |
| Ptc (PTC) | 1.1 | $1.8M | 50k | 35.39 | |
| Blackstone | 1.0 | $1.6M | 50k | 31.50 | |
| Delta Air Lines (DAL) | 0.9 | $1.4M | 50k | 27.47 | |
| Goldcorp | 0.3 | $523k | 24k | 21.68 | |
| Newmont Mining Corporation (NEM) | 0.3 | $468k | 20k | 23.01 | |
| Iamgold Corp (IAG) | 0.1 | $73k | 22k | 3.32 |
