Talara Capital Management as of March 31, 2014
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 19 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Emerald Oil | 11.3 | $11M | 1.6M | 6.72 | |
| EQT Corporation (EQT) | 10.4 | $9.7M | 100k | 96.97 | |
| General Motors Company (GM) | 8.1 | $7.5M | 217k | 34.42 | |
| General Electric Company | 7.9 | $7.3M | 282k | 25.89 | |
| Harley-Davidson (HOG) | 7.5 | $7.0M | 105k | 66.61 | |
| Realogy Hldgs (HOUS) | 7.2 | $6.7M | 155k | 43.45 | |
| Mrc Global Inc cmn (MRC) | 6.4 | $5.9M | 220k | 26.96 | |
| Goodrich Petroleum Corporation | 6.1 | $5.7M | 360k | 15.82 | |
| American Midstream Partners Lp us equity | 5.6 | $5.2M | 202k | 25.49 | |
| Dresser-Rand | 4.7 | $4.4M | 75k | 58.41 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.4 | $4.1M | 120k | 33.88 | |
| TransDigm Group Incorporated (TDG) | 4.0 | $3.7M | 20k | 185.20 | |
| Pioneer Natural Resources (PXD) | 3.4 | $3.2M | 17k | 187.12 | |
| Danaher Corporation (DHR) | 2.9 | $2.7M | 36k | 75.01 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 2.9 | $2.7M | 102k | 26.00 | |
| W.W. Grainger (GWW) | 2.6 | $2.4M | 9.5k | 252.63 | |
| Trimas Corporation (TRS) | 2.1 | $1.9M | 58k | 33.20 | |
| Sherwin-Williams Company (SHW) | 2.0 | $1.8M | 9.3k | 197.10 | |
| Atmi | 0.6 | $580k | 17k | 34.02 |
