Talara Capital Management as of Sept. 30, 2014
Portfolio Holdings for Talara Capital Management
Talara Capital Management holds 22 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Range Resources (RRC) | 9.8 | $11M | 162k | 67.81 | |
| EQT Corporation (EQT) | 9.0 | $10M | 111k | 91.54 | |
| Emerald Oil Com New | 8.4 | $9.4M | 1.5M | 6.15 | |
| Harley-Davidson (HOG) | 7.0 | $7.8M | 135k | 58.20 | |
| Rsp Permian | 5.7 | $6.4M | 250k | 25.56 | |
| Precision Castparts | 5.6 | $6.3M | 26k | 236.88 | |
| Realogy Hldgs (HOUS) | 5.1 | $5.7M | 153k | 37.20 | |
| General Electric Company | 5.0 | $5.6M | 218k | 25.62 | |
| Mrc Global Inc cmn (MRC) | 4.7 | $5.3M | 226k | 23.32 | |
| Danaher Corporation (DHR) | 4.5 | $5.0M | 66k | 75.98 | |
| Trimas Corp Com New (TRS) | 4.3 | $4.8M | 198k | 24.33 | |
| General Motors Company (GM) | 4.0 | $4.5M | 142k | 31.94 | |
| Pioneer Natural Resources (PXD) | 3.8 | $4.3M | 22k | 196.98 | |
| Dxp Enterprises Com New (DXPE) | 3.7 | $4.2M | 56k | 73.68 | |
| TransDigm Group Incorporated (TDG) | 3.4 | $3.8M | 21k | 184.33 | |
| Huntsman Corporation (HUN) | 3.2 | $3.6M | 139k | 25.99 | |
| Dorian Lpg Shs Usd (LPG) | 3.2 | $3.6M | 202k | 17.82 | |
| Navigator Holdings SHS (NVGS) | 3.0 | $3.3M | 120k | 27.83 | |
| Freeport-mcmoran CL B (FCX) | 2.6 | $2.9M | 89k | 32.65 | |
| Goodrich Pete Corp Com New | 1.8 | $2.0M | 138k | 14.82 | |
| Lyondellbasell Industries N Shs-a- (LYB) | 1.1 | $1.2M | 11k | 108.62 | |
| Stone Energy Corporation | 0.9 | $988k | 32k | 31.35 |
