Talara Capital Management as of June 30, 2013
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 22 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 |
|---|---|---|---|---|---|
| Atmi | 8.9 | $8.5M | 360k | 23.65 | |
| Ashland | 8.7 | $8.3M | 100k | 83.50 | |
| Emerald Oil | 7.0 | $6.8M | 985k | 6.86 | |
| General Motors Company (GM) | 6.7 | $6.4M | 191k | 33.31 | |
| Harley-Davidson (HOG) | 6.3 | $6.0M | 110k | 54.82 | |
| General Electric Company | 5.8 | $5.5M | 238k | 23.19 | |
| TransDigm Group Incorporated (TDG) | 5.7 | $5.5M | 35k | 156.77 | |
| EQT Corporation (EQT) | 5.4 | $5.2M | 65k | 79.37 | |
| Mrc Global Inc cmn (MRC) | 5.3 | $5.1M | 185k | 27.62 | |
| Schlumberger (SLB) | 5.0 | $4.8M | 67k | 71.66 | |
| A.M. Castle & Co. | 4.6 | $4.4M | 280k | 15.76 | |
| Precision Castparts | 4.1 | $4.0M | 18k | 226.00 | |
| Delphi Automotive | 3.8 | $3.6M | 72k | 50.69 | |
| DXP Enterprises (DXPE) | 3.5 | $3.4M | 51k | 66.60 | |
| Anadarko Petroleum Corporation | 3.5 | $3.3M | 39k | 85.94 | |
| Energy Xxi | 3.2 | $3.1M | 140k | 22.18 | |
| Casella Waste Systems (CWST) | 2.7 | $2.6M | 600k | 4.31 | |
| Autodesk (ADSK) | 2.7 | $2.5M | 75k | 33.95 | |
| Danaher Corporation (DHR) | 2.6 | $2.5M | 40k | 63.30 | |
| Emerging Markets Bear 3x | 2.4 | $2.3M | 100k | 23.39 | |
| Procter & Gamble Company (PG) | 1.2 | $1.2M | 15k | 77.00 | |
| NRG Energy (NRG) | 0.8 | $733k | 28k | 26.68 |
