Oskie Capital Management as of Dec. 31, 2016
Portfolio Holdings for Oskie Capital Management
Oskie Capital Management holds 21 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Northstar Realty Finance | 7.3 | $3.4M | 227k | 15.15 | |
| Wells Fargo & Company (WFC) | 7.2 | $3.4M | 61k | 55.12 | |
| CIGNA Corporation | 7.0 | $3.3M | 25k | 133.38 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.7 | $3.1M | 11k | 287.91 | |
| Northstar Asset Management C | 6.7 | $3.1M | 210k | 14.92 | |
| Bank of America Corporation (BAC) | 6.6 | $3.1M | 140k | 22.10 | |
| Allergan | 6.4 | $3.0M | 14k | 209.99 | |
| WABCO Holdings | 6.1 | $2.9M | 27k | 106.15 | |
| Citizens Financial (CFG) | 5.3 | $2.5M | 70k | 35.64 | |
| Arconic | 5.3 | $2.5M | 135k | 18.54 | |
| CBS Corporation | 5.3 | $2.5M | 39k | 63.62 | |
| Hldgs (UAL) | 4.8 | $2.2M | 31k | 72.89 | |
| Pulte (PHM) | 4.6 | $2.2M | 118k | 18.38 | |
| Bank of New York Mellon Corporation (BK) | 3.2 | $1.5M | 32k | 47.38 | |
| CarMax (KMX) | 3.1 | $1.4M | 22k | 64.38 | |
| Suncoke Energy (SXC) | 2.9 | $1.4M | 119k | 11.34 | |
| TransDigm Group Incorporated (TDG) | 2.8 | $1.3M | 5.2k | 248.89 | |
| SPECTRUM BRANDS Hldgs | 2.7 | $1.2M | 10k | 122.33 | |
| Alcoa (AA) | 2.4 | $1.1M | 40k | 28.10 | |
| Atlantic Power Corporation | 2.4 | $1.1M | 440k | 2.50 | |
| HEICO Corporation (HEI.A) | 1.1 | $536k | 7.9k | 67.84 |
