Oskie Capital Management as of March 31, 2014
Portfolio Holdings for Oskie Capital Management
Oskie Capital Management holds 26 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 |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 12.9 | $45M | 376k | 119.04 | |
| H&R Block (HRB) | 11.2 | $39M | 1.3M | 30.19 | |
| NCR Corporation (VYX) | 8.4 | $29M | 800k | 36.55 | |
| Citigroup (C) | 7.5 | $26M | 550k | 47.60 | |
| American Airls (AAL) | 7.4 | $26M | 700k | 36.60 | |
| CommonWealth REIT | 7.0 | $24M | 928k | 26.30 | |
| Hldgs (UAL) | 4.5 | $16M | 350k | 44.63 | |
| Delta Air Lines (DAL) | 3.7 | $13M | 375k | 34.65 | |
| Express Scripts Holding | 3.0 | $10M | 138k | 75.09 | |
| MeadWestva | 2.9 | $10M | 268k | 37.64 | |
| Weyerhaeuser Company (WY) | 2.8 | $9.7M | 330k | 29.35 | |
| Via | 2.8 | $9.7M | 114k | 84.99 | |
| Northstar Realty Finance | 2.7 | $9.4M | 583k | 16.14 | |
| McGraw-Hill Companies | 2.5 | $8.8M | 115k | 76.30 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $8.0M | 43k | 185.20 | |
| Bank of America Corporation (BAC) | 2.0 | $7.0M | 405k | 17.20 | |
| Actavis | 1.9 | $6.6M | 32k | 205.84 | |
| Computer Sciences Corporation | 1.8 | $6.4M | 105k | 60.82 | |
| Asbury Automotive (ABG) | 1.8 | $6.4M | 115k | 55.31 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $6.1M | 100k | 60.71 | |
| Forest Laboratories | 1.8 | $6.1M | 66k | 92.27 | |
| Amer (UHAL) | 1.7 | $5.9M | 25k | 232.10 | |
| Charter Communications | 1.7 | $5.8M | 47k | 123.20 | |
| Fiesta Restaurant | 1.6 | $5.6M | 122k | 45.59 | |
| Hertz Global Holdings | 1.5 | $5.3M | 200k | 26.64 | |
| Barrick Gold Corp (GOLD) | 0.9 | $3.0M | 170k | 17.83 |
