Marianas Fund Management as of March 31, 2015
Portfolio Holdings for Marianas Fund Management
Marianas Fund Management holds 23 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 |
|---|---|---|---|---|---|
| Norwegian Cruise Line Hldgs SHS (NCLH) | 9.6 | $44M | 811k | 54.01 | |
| Range Resources (RRC) | 8.1 | $37M | 711k | 52.04 | |
| Priceline Grp Com New | 7.9 | $36M | 31k | 1164.16 | |
| Norfolk Southern (NSC) | 7.6 | $35M | 337k | 103.13 | |
| Pandora Media | 7.5 | $34M | 2.1M | 16.21 | |
| CSX Corporation (CSX) | 5.5 | $25M | 752k | 33.12 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 5.3 | $24M | 197k | 121.91 | |
| Halliburton Company (HAL) | 5.3 | $24M | 545k | 43.88 | |
| Reliance Steel & Aluminum (RS) | 4.8 | $22M | 359k | 61.08 | |
| Royal Caribbean Cruises (RCL) | 4.4 | $20M | 247k | 81.85 | |
| Crown Holdings (CCK) | 4.3 | $20M | 366k | 54.02 | |
| Baker Hughes Incorporated | 4.0 | $18M | 283k | 63.58 | |
| Howard Hughes | 3.4 | $16M | 100k | 155.02 | |
| JetBlue Airways Corporation (JBLU) | 3.3 | $15M | 791k | 19.25 | |
| WABCO Holdings | 2.9 | $13M | 108k | 122.88 | |
| Praxair | 2.6 | $12M | 99k | 120.74 | |
| Olin Corp Com Par $1 (OLN) | 2.5 | $11M | 354k | 32.04 | |
| Axiall | 2.5 | $11M | 241k | 46.94 | |
| Hldgs (UAL) | 2.4 | $11M | 166k | 67.25 | |
| Delta Air Lines Inc Del Com New (DAL) | 2.0 | $9.1M | 202k | 44.96 | |
| Air Products & Chemicals (APD) | 1.5 | $6.9M | 46k | 151.28 | |
| Canadian Pacific Railway | 1.5 | $6.7M | 37k | 182.70 | |
| Southwest Airlines (LUV) | 1.0 | $4.4M | 100k | 44.30 |
