LG Capital Management as of March 31, 2014
Portfolio Holdings for LG Capital Management
LG Capital Management holds 39 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EnPro Industries (NPO) | 11.9 | $38M | 517k | 72.67 | |
| Atmi | 6.6 | $21M | 613k | 34.01 | |
| Whirlpool Corporation (WHR) | 6.5 | $21M | 137k | 149.46 | |
| Anheuser-Busch InBev NV (BUD) | 6.3 | $20M | 188k | 105.30 | |
| Acxiom Corporation | 5.8 | $18M | 530k | 34.39 | |
| Timken Company (TKR) | 5.3 | $17M | 283k | 58.78 | |
| Altisource Asset Management (AAMC) | 4.9 | $15M | 14k | 1074.62 | |
| Constellation Brands (STZ) | 4.1 | $13M | 153k | 84.97 | |
| Hertz Global Holdings | 3.8 | $12M | 450k | 26.64 | |
| Owens-Illinois | 3.7 | $12M | 345k | 33.83 | |
| Willis Group Holdings | 3.3 | $11M | 237k | 44.13 | |
| Dow Chemical Company | 3.0 | $9.4M | 194k | 48.59 | |
| Entegris (ENTG) | 2.6 | $8.1M | 669k | 12.11 | |
| Trex Company (TREX) | 2.5 | $7.9M | 108k | 73.16 | |
| Altisource Residential Corp cl b | 2.3 | $7.2M | 227k | 31.56 | |
| Titan International (TWI) | 2.1 | $6.6M | 346k | 18.99 | |
| Albany International (AIN) | 2.1 | $6.5M | 184k | 35.54 | |
| Cabot Microelectronics Corporation | 2.0 | $6.3M | 143k | 44.00 | |
| NCR Corporation (VYX) | 1.8 | $5.5M | 151k | 36.55 | |
| Armstrong World Industries (AWI) | 1.7 | $5.3M | 99k | 53.25 | |
| Ocwen Financial Corporation | 1.6 | $5.1M | 131k | 39.18 | |
| Vector (VGR) | 1.5 | $4.7M | 220k | 21.54 | |
| Safeway | 1.4 | $4.5M | 135k | 33.07 | |
| MKS Instruments (MKSI) | 1.4 | $4.3M | 143k | 29.89 | |
| KLA-Tencor Corporation (KLAC) | 1.3 | $4.2M | 61k | 69.14 | |
| Sirius Xm Holdings (SIRI) | 1.3 | $4.2M | 1.3M | 3.20 | |
| Stock Bldg Supply Hldgs | 0.9 | $3.0M | 148k | 20.32 | |
| General Electric Company | 0.9 | $3.0M | 114k | 25.89 | |
| Crocs (CROX) | 0.9 | $2.9M | 188k | 15.60 | |
| Cabela's Incorporated | 0.9 | $2.9M | 44k | 65.51 | |
| Orient-exp Htls | 0.9 | $2.7M | 187k | 14.41 | |
| Brookdale Senior Living (BKD) | 0.8 | $2.6M | 78k | 33.51 | |
| Brooks Automation (AZTA) | 0.7 | $2.3M | 211k | 10.93 | |
| CoreLogic | 0.7 | $2.2M | 74k | 30.04 | |
| Supertex | 0.7 | $2.2M | 66k | 32.98 | |
| IDT Corporation (IDT) | 0.6 | $1.9M | 114k | 16.66 | |
| Tiffany & Co. | 0.5 | $1.5M | 17k | 86.18 | |
| Ariad Pharmaceuticals | 0.4 | $1.3M | 158k | 8.06 | |
| NCI Building Systems | 0.1 | $231k | 13k | 17.47 |
