Oskie Capital Management as of Sept. 30, 2014
Portfolio Holdings for Oskie Capital Management
Oskie Capital Management holds 19 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| H&R Block (HRB) | 20.9 | $36M | 1.2M | 31.01 | |
| Actavis SHS | 8.7 | $15M | 62k | 241.28 | |
| Air Products & Chemicals (APD) | 7.8 | $13M | 102k | 130.18 | |
| TransDigm Group Incorporated (TDG) | 6.2 | $11M | 58k | 184.33 | |
| MeadWestva | 4.9 | $8.4M | 206k | 40.94 | |
| Winthrop Rlty Tr Sh Ben Int New | 4.7 | $8.0M | 528k | 15.07 | |
| Applied Materials (AMAT) | 4.5 | $7.6M | 353k | 21.61 | |
| Interxion Holding SHS | 4.4 | $7.5M | 272k | 27.69 | |
| Express Scripts Holding | 4.2 | $7.1M | 101k | 70.63 | |
| Hca Holdings (HCA) | 4.1 | $7.0M | 99k | 70.52 | |
| Northstar Rlty Fin Corp Com New | 4.0 | $6.8M | 384k | 17.67 | |
| Masco Corporation (MAS) | 3.8 | $6.4M | 268k | 23.92 | |
| Fiesta Restaurant | 3.5 | $6.1M | 122k | 49.68 | |
| Rcs Cap Corp Com Cl A | 3.4 | $5.8M | 258k | 22.52 | |
| Hldgs (UAL) | 3.2 | $5.5M | 118k | 46.79 | |
| Weyerhaeuser Company (WY) | 3.2 | $5.5M | 173k | 31.86 | |
| Northstar Asset Management C | 3.1 | $5.3M | 290k | 18.42 | |
| Community Health Systems (CYH) | 3.1 | $5.2M | 95k | 54.79 | |
| LifePoint Hospitals | 2.5 | $4.2M | 61k | 69.18 |
