Whippoorwill Associates, Incorporated

Whippoorwill Associates as of June 30, 2014

Portfolio Holdings for Whippoorwill Associates

Whippoorwill Associates holds 7 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
U.s. Concrete Inc Cmn 56.8 $60M 2.4M 24.75
Casella Waste Systems (CWST) 10.3 $11M 2.2M 5.01
Ply Gem Holdings 8.5 $9.0M 891k 10.10
Progressive Waste Solutions 7.9 $8.3M 325k 25.67
Kemet Corporation Cmn 7.6 $8.1M 1.4M 5.75
SandRidge Energy 4.8 $5.0M 704k 7.15
Eagle Materials (EXP) 4.0 $4.3M 45k 94.28