Talara Capital Management as of Sept. 30, 2013
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 21 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Emerald Oil | 9.8 | $9.8M | 1.4M | 7.19 | |
| Ashland | 8.8 | $8.8M | 95k | 92.48 | |
| Mrc Global Inc cmn (MRC) | 7.6 | $7.6M | 284k | 26.80 | |
| Harley-Davidson (HOG) | 6.1 | $6.1M | 95k | 64.24 | |
| Whiting Petroleum Corporation | 6.0 | $6.0M | 100k | 59.85 | |
| General Motors Company (GM) | 5.8 | $5.8M | 160k | 35.97 | |
| Jones Energy Inc A | 5.8 | $5.7M | 350k | 16.41 | |
| General Electric Company | 5.7 | $5.7M | 240k | 23.89 | |
| EQT Corporation (EQT) | 5.5 | $5.5M | 62k | 88.72 | |
| Precision Castparts | 4.8 | $4.8M | 21k | 227.24 | |
| Schlumberger (SLB) | 4.4 | $4.4M | 50k | 88.36 | |
| A.M. Castle & Co. | 4.0 | $4.0M | 249k | 16.10 | |
| Atmi | 4.0 | $4.0M | 150k | 26.52 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $3.7M | 27k | 138.70 | |
| American Tower Reit (AMT) | 3.7 | $3.7M | 50k | 74.14 | |
| Anadarko Petroleum Corporation | 3.4 | $3.4M | 37k | 92.99 | |
| Danaher Corporation (DHR) | 2.7 | $2.7M | 39k | 69.33 | |
| Range Resources (RRC) | 2.7 | $2.7M | 35k | 75.89 | |
| Utilities SPDR (XLU) | 2.2 | $2.2M | 60k | 37.37 | |
| Goodrich Petroleum Corporation | 1.7 | $1.7M | 70k | 24.29 | |
| Procter & Gamble Company (PG) | 1.6 | $1.6M | 21k | 75.57 |
