South Ferry Capital Management as of March 31, 2015
Portfolio Holdings for South Ferry Capital Management
South Ferry Capital Management holds 10 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 |
|---|---|---|---|---|---|
| United Rentals (URI) | 42.5 | $20M | 218k | 91.16 | |
| Cst Brands | 13.1 | $6.1M | 140k | 43.83 | |
| Ypf Sa (YPF) | 11.7 | $5.5M | 200k | 27.45 | |
| Ultra Petroleum | 10.6 | $5.0M | 318k | 15.63 | |
| Winthrop Realty Trust | 9.4 | $4.4M | 270k | 16.32 | |
| SPDR S&P Oil & Gas Explore & Prod. | 5.2 | $2.4M | 47k | 51.66 | |
| Energy Select Sector SPDR (XLE) | 4.2 | $1.9M | 25k | 77.60 | |
| Halliburton Company (HAL) | 2.4 | $1.1M | 25k | 43.88 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 0.8 | $361k | 25k | 14.38 | |
| Rowan Companies | 0.2 | $81k | 4.6k | 17.61 |
