Lorem Ipsum Management as of June 30, 2015
Portfolio Holdings for Lorem Ipsum Management
Lorem Ipsum Management holds 23 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Terraform Power | 10.0 | $16M | 410k | 37.99 | |
| Sunedison | 9.2 | $14M | 475k | 29.91 | |
| Cdk Global Inc equities | 8.7 | $14M | 250k | 53.97 | |
| Vulcan Materials Company (VMC) | 6.8 | $11M | 125k | 83.94 | |
| Green Plains Renewable Energy (GPRE) | 6.2 | $9.6M | 350k | 27.55 | |
| Zoetis Inc Cl A (ZTS) | 5.9 | $9.2M | 190k | 48.22 | |
| Scorpio Tankers | 5.2 | $8.1M | 800k | 10.09 | |
| MasTec (MTZ) | 5.1 | $8.0M | 400k | 19.88 | |
| Hannon Armstrong (HASI) | 4.8 | $7.5M | 375k | 20.04 | |
| A. O. Smith Corporation (AOS) | 4.6 | $7.2M | 100k | 71.99 | |
| Canadian Solar (CSIQ) | 4.6 | $7.2M | 250k | 28.60 | |
| Solaredge Technologies (SEDG) | 4.5 | $6.9M | 190k | 36.34 | |
| Sunedison Semiconductor | 3.9 | $6.0M | 350k | 17.28 | |
| PPG Industries (PPG) | 3.7 | $5.7M | 50k | 114.72 | |
| Air Products & Chemicals (APD) | 3.1 | $4.8M | 35k | 136.83 | |
| United States Oil Fund | 2.6 | $4.0M | 200k | 19.89 | |
| Cheniere Energy (LNG) | 2.5 | $3.8M | 55k | 69.25 | |
| CF Industries Holdings (CF) | 2.1 | $3.2M | 50k | 64.27 | |
| Teekay Tankers Ltd cl a | 2.0 | $3.1M | 475k | 6.61 | |
| Infrareit | 1.8 | $2.8M | 100k | 28.34 | |
| Green Plains Partners | 1.3 | $2.0M | 130k | 15.51 | |
| Nrg Yield Inc Cl A New cs | 0.8 | $1.3M | 59k | 21.87 | |
| Antero Midstream Prtnrs Lp master ltd part | 0.7 | $1.1M | 39k | 28.65 |
