Ramsey Asset Management

Ramsey Asset Management as of March 31, 2013

Portfolio Holdings for Ramsey Asset Management

Ramsey Asset Management holds 47 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Swift Transportation Company 7.1 $11M 746k 14.18
US Airways 5.8 $8.7M 514k 16.97
Hldgs (UAL) 4.7 $7.0M 218k 32.01
CONSOL Energy 4.6 $6.9M 204k 33.65
SPDR Gold Trust (GLD) 4.5 $6.7M 44k 154.47
JPMorgan Chase & Co. (JPM) 4.3 $6.5M 137k 47.46
Bank of America Corporation (BAC) 3.7 $5.5M 448k 12.18
Intel Corporation (INTC) 3.4 $5.0M 230k 21.83
Microsoft Corporation (MSFT) 3.3 $5.0M 174k 28.61
Proshares Ultrashort 20+y Tr etf (TBT) 3.3 $4.9M 75k 65.71
Royal Caribbean Cruises (RCL) 3.3 $4.9M 147k 33.22
Marvell Technology Group 3.3 $4.9M 460k 10.57
Exelon Corporation (EXC) 3.0 $4.5M 131k 34.48
MetLife (MET) 2.9 $4.4M 115k 38.02
Lazard Ltd-cl A shs a 2.5 $3.7M 110k 34.13
Sap (SAP) 2.4 $3.5M 44k 80.55
Google 2.3 $3.5M 4.4k 794.09
Cooper Tire & Rubber Company 2.3 $3.4M 133k 25.66
Oracle Corporation (ORCL) 2.0 $2.9M 91k 32.33
Campbell Soup Company (CPB) 1.3 $1.9M 42k 45.35
ConAgra Foods (CAG) 1.3 $1.9M 53k 35.80
Time Warner 1.2 $1.9M 32k 57.63
Boardwalk Pipeline Partners 1.2 $1.8M 63k 29.32
Darden Restaurants (DRI) 1.2 $1.8M 35k 51.68
Archer Daniels Midland Company (ADM) 1.2 $1.8M 52k 33.72
Bristol Myers Squibb (BMY) 1.2 $1.8M 43k 41.19
Becton, Dickinson and (BDX) 1.2 $1.8M 19k 95.59
Waste Management (WM) 1.2 $1.7M 44k 39.21
Energy Transfer Partners 1.2 $1.7M 34k 50.68
Johnson & Johnson (JNJ) 1.2 $1.7M 21k 81.54
Norfolk Southern (NSC) 1.2 $1.7M 23k 77.07
General Electric Company 1.2 $1.7M 75k 23.12
Target Corporation (TGT) 1.2 $1.7M 25k 68.45
Hovnanian Enterprises 1.2 $1.7M 300k 5.77
Emerson Electric (EMR) 1.1 $1.7M 31k 55.87
Pfizer (PFE) 1.1 $1.7M 58k 28.86
ConocoPhillips (COP) 1.1 $1.7M 28k 60.11
Ca 1.1 $1.7M 67k 25.18
Via 1.1 $1.7M 27k 61.49
3M Company (MMM) 1.1 $1.7M 16k 106.32
Quest Diagnostics Incorporated (DGX) 1.1 $1.7M 29k 56.45
Procter & Gamble Company (PG) 1.1 $1.6M 21k 77.06
SYSCO Corporation (SYY) 1.1 $1.6M 46k 35.18
K12 1.1 $1.6M 65k 24.11
E.I. du Pont de Nemours & Company 1.0 $1.5M 30k 49.16
CenturyLink 0.9 $1.3M 37k 35.13
Spdr S&p 500 Etf (SPY) 0.3 $502k 2.4k 209.17