NWI Management

Nwi Management as of June 30, 2014

Portfolio Holdings for Nwi Management

Nwi Management holds 22 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
Apple (AAPL) 27.1 $117M 1.3M 92.93
Metropcs Communications (TMUS) 8.1 $35M 1.0M 33.62
Comcast Corporation (CMCSA) 7.5 $32M 600k 53.68
Market Vector Russia ETF Trust 7.2 $31M 1.2M 26.33
Melco Crown Entertainment (MLCO) 5.6 $24M 680k 35.71
Crown Castle International 5.2 $22M 300k 74.26
Time Warner Cable 4.6 $20M 135k 147.30
Telephone And Data Systems (TDS) 4.4 $19M 725k 26.11
MGM Resorts International. (MGM) 4.3 $19M 700k 26.40
Cablevision Systems Corporation 3.6 $16M 885k 17.65
ArcelorMittal 3.5 $15M 1.0M 14.93
Hldgs (UAL) 3.3 $14M 350k 41.07
Verizon Communications (VZ) 2.8 $12M 250k 48.93
Ypf Sa (YPF) 2.4 $10M 318k 32.68
Telefonica Brasil Sa 2.3 $10M 490k 20.51
CenturyLink 2.1 $9.1M 250k 36.20
JetBlue Airways Corporation (JBLU) 2.0 $8.7M 800k 10.85
American Airls (AAL) 1.5 $6.4M 150k 42.96
DISH Network 1.1 $4.9M 75k 65.08
Tim Participacoes Sa- 0.7 $2.9M 100k 29.03
Ypf Sociedad Anonima call 0.5 $2.2M 500k 4.40
Goldman Sachs (GS) 0.1 $518k 3.1k 167.31