Tahithromos

Tahithromos as of June 30, 2013

Portfolio Holdings for Tahithromos

Tahithromos holds 55 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vivus 5.7 $30M 2.4M 12.58
Wabash National Corporation (WNC) 4.9 $26M 2.5M 10.18
E TRADE Financial Corporation 4.9 $26M 2.0M 12.66
General Motors Company (GM) 4.2 $22M 664k 33.31
American International (AIG) 4.1 $21M 477k 44.70
Chicago Bridge & Iron Company 3.7 $19M 323k 59.66
Helmerich & Payne (HP) 3.5 $18M 293k 62.45
MasTec (MTZ) 3.5 $18M 549k 32.90
Kirby Corporation (KEX) 3.3 $17M 214k 79.54
Marathon Petroleum Corp (MPC) 3.2 $17M 236k 71.06
Bazaarvoice 3.1 $16M 1.7M 9.43
WisdomTree Japan Total Dividend (DXJ) 3.0 $16M 343k 45.61
Health Management Associates 2.7 $14M 908k 15.72
Progressive Waste Solutions 2.7 $14M 656k 21.51
Community Health Systems (CYH) 2.5 $13M 279k 46.88
Meritor 2.5 $13M 1.9M 7.05
LifePoint Hospitals 2.3 $12M 245k 48.84
Western Refining 2.2 $12M 418k 28.07
Hess (HES) 2.2 $11M 170k 66.49
Hca Holdings (HCA) 2.1 $11M 307k 36.06
Materion Corporation (MTRN) 2.0 $11M 393k 27.09
Century Aluminum Company (CENX) 2.0 $10M 1.1M 9.28
Allscripts Healthcare Solutions (MDRX) 2.0 $10M 793k 12.94
Tenet Healthcare Corporation (THC) 1.9 $10M 218k 46.10
Pioneer Energy Services 1.8 $9.6M 1.4M 6.62
Maxwell Technologies 1.8 $9.3M 1.3M 7.15
Valero Energy Corporation (VLO) 1.7 $9.0M 260k 34.77
Jacobs Engineering 1.7 $9.0M 163k 55.13
Louisiana-Pacific Corporation (LPX) 1.5 $7.8M 525k 14.79
Dice Holdings 1.4 $7.0M 764k 9.21
Phillips 66 (PSX) 1.4 $7.0M 119k 58.91
Chico's FAS 1.1 $6.0M 352k 17.06
Endeavour International C 1.1 $5.9M 1.5M 3.84
Lennar Corporation (LEN) 1.1 $5.6M 154k 36.04
ICICI Bank (IBN) 1.1 $5.5M 143k 38.25
United States Steel Corporation (X) 1.0 $5.4M 307k 17.53
Pulte (PHM) 1.0 $5.3M 280k 18.97
MDU Resources (MDU) 1.0 $5.1M 198k 25.91
Unit Corporation 1.0 $5.1M 121k 42.58
Investors Real Estate Trust 0.7 $3.8M 439k 8.60
Employers Holdings (EIG) 0.7 $3.7M 151k 24.45
Forestar 0.7 $3.4M 171k 20.06
Standard Pacific 0.6 $3.4M 403k 8.33
Golar Lng (GLNG) 0.5 $2.8M 88k 31.89
Willbros 0.5 $2.5M 414k 6.14
Facebook Inc cl a (META) 0.4 $2.2M 90k 24.88
First Interstate Bancsystem (FIBK) 0.4 $1.9M 93k 20.73
Accuride Corporation 0.4 $1.9M 385k 5.06
Alpha & Omega Semiconductor (AOSL) 0.3 $1.6M 204k 7.64
Las Vegas Sands (LVS) 0.2 $1.1M 21k 52.95
Hollyfrontier Corp 0.2 $933k 22k 42.80
Sterlite Industries India 0.2 $876k 150k 5.84
Furniture Brands Intl 0.1 $529k 132k 4.00
Exide Technologies 0.1 $271k 2.1M 0.13
Houston American Energy Corporation 0.0 $130k 481k 0.27