The Cypress Funds

The Cypress Funds as of March 31, 2013

Portfolio Holdings for The Cypress Funds

The Cypress Funds holds 17 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Louisiana-Pacific Corporation (LPX) 8.5 $26M 1.2M 21.60
US Airways 7.8 $24M 1.4M 16.97
D.R. Horton (DHI) 7.7 $23M 955k 24.30
Delta Air Lines (DAL) 7.6 $23M 1.4M 16.51
Lennar Corporation (LEN) 7.5 $23M 550k 41.48
MasterCard Incorporated (MA) 6.4 $20M 36k 541.14
Freeport-McMoRan Copper & Gold (FCX) 6.2 $19M 568k 33.10
First American Financial (FAF) 6.2 $19M 731k 25.57
NVR (NVR) 6.1 $18M 17k 1080.12
Starwood Hotels & Resorts Worldwide 5.9 $18M 281k 63.73
Toll Brothers (TOL) 5.6 $17M 497k 34.24
McMoRan Exploration 5.0 $15M 920k 16.35
Stanley Black & Decker (SWK) 4.9 $15M 182k 80.97
Precision Castparts 4.3 $13M 69k 189.63
Cummins (CMI) 3.6 $11M 95k 115.81
BorgWarner (BWA) 3.5 $11M 138k 77.34
Deere & Company (DE) 3.1 $9.4M 110k 85.98