Odey Asset Management as of March 31, 2015
Portfolio Holdings for Odey Asset Management
Odey Asset Management holds 14 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 |
|---|---|---|---|---|---|
| Solaredge Technologies (SEDG) | 83.1 | $14M | 649k | 21.93 | |
| Walt Disney Company (DIS) | 3.3 | $572k | 5.5k | 104.95 | |
| Electronic Arts (EA) | 2.5 | $424k | 7.2k | 58.89 | |
| Berkshire Hathaway (BRK.B) | 1.9 | $325k | 2.3k | 144.44 | |
| D.R. Horton (DHI) | 1.8 | $305k | 11k | 28.50 | |
| PolyOne Corporation | 1.4 | $235k | 6.3k | 37.30 | |
| Goldcorp | 1.3 | $227k | 13k | 18.16 | |
| Delta Air Lines (DAL) | 1.2 | $198k | 4.4k | 45.00 | |
| Bank of America Corporation (BAC) | 1.0 | $168k | 11k | 15.41 | |
| Citigroup (C) | 0.7 | $118k | 2.3k | 51.30 | |
| Cit | 0.6 | $104k | 2.3k | 45.22 | |
| Palo Alto Networks (PANW) | 0.5 | $80k | 550.00 | 145.45 | |
| MasterCard Incorporated (MA) | 0.4 | $69k | 800.00 | 86.25 | |
| Louisiana-Pacific Corporation (LPX) | 0.4 | $62k | 3.7k | 16.57 |
