The Cypress Funds

The Cypress Funds as of Sept. 30, 2012

Portfolio Holdings for The Cypress Funds

The Cypress Funds holds 20 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Freeport-McMoRan Copper & Gold (FCX) 7.9 $23M 568k 39.58
D.R. Horton (DHI) 6.9 $20M 955k 20.63
Lennar Corporation (LEN) 6.7 $19M 550k 34.77
Caterpillar (CAT) 6.4 $18M 211k 86.04
Apple (AAPL) 5.9 $17M 25k 667.12
Toll Brothers (TOL) 5.8 $17M 497k 33.23
Starwood Hotels & Resorts Worldwide 5.7 $16M 281k 57.96
MasterCard Incorporated (MA) 5.7 $16M 36k 451.47
Boeing Company (BA) 5.7 $16M 233k 69.60
Stanley Black & Decker (SWK) 5.4 $15M 200k 76.25
Louisiana-Pacific Corporation (LPX) 5.2 $15M 1.2M 12.50
NVR (NVR) 5.0 $14M 17k 844.53
Intel Corporation (INTC) 5.0 $14M 629k 22.66
BorgWarner (BWA) 4.5 $13M 186k 69.11
Deere & Company (DE) 4.3 $12M 150k 82.47
Cummins (CMI) 4.2 $12M 128k 92.21
Precision Castparts 4.0 $11M 69k 163.34
McMoRan Exploration 3.8 $11M 920k 11.75
Tiffany & Co. 1.8 $5.0M 82k 61.88
Ford Mtr Co Del *w exp 01/01/201 0.1 $245k 238k 1.03