13D Management as of Dec. 31, 2014
Portfolio Holdings for 13D Management
13D Management holds 32 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cracker Barrel Old Country Store (CBRL) | 6.1 | $22M | 156k | 140.76 | |
| Howard Hughes | 5.7 | $21M | 159k | 130.42 | |
| Canadian Pacific Railway | 4.8 | $18M | 91k | 192.69 | |
| Tessera Technologies | 4.8 | $18M | 489k | 35.76 | |
| Ashland | 4.1 | $15M | 124k | 119.76 | |
| Cbre Group Inc Cl A (CBRE) | 4.0 | $14M | 419k | 34.25 | |
| Motorola Solutions (MSI) | 3.8 | $14M | 207k | 67.08 | |
| Fnf (FNF) | 3.5 | $13M | 371k | 34.45 | |
| Juniper Networks (JNPR) | 3.5 | $13M | 570k | 22.32 | |
| Darden Restaurants (DRI) | 3.5 | $13M | 216k | 58.63 | |
| Armstrong World Industries (AWI) | 3.5 | $13M | 246k | 51.12 | |
| MeadWestva | 3.4 | $12M | 276k | 44.39 | |
| Zoetis Inc Cl A (ZTS) | 3.3 | $12M | 277k | 43.03 | |
| Air Products & Chemicals (APD) | 3.2 | $12M | 79k | 144.22 | |
| Hertz Global Holdings | 3.1 | $11M | 444k | 24.94 | |
| NCR Corporation (VYX) | 3.0 | $11M | 374k | 29.14 | |
| Staples | 3.0 | $11M | 599k | 18.12 | |
| Hologic (HOLX) | 2.9 | $11M | 393k | 26.74 | |
| Babcock & Wilcox | 2.7 | $9.9M | 327k | 30.30 | |
| Mentor Graphics Corporation | 2.7 | $9.9M | 451k | 21.92 | |
| Interpublic Group of Companies (IPG) | 2.7 | $9.7M | 466k | 20.77 | |
| Allison Transmission Hldngs I (ALSN) | 2.5 | $9.2M | 272k | 33.90 | |
| Manitowoc Company | 2.5 | $8.9M | 403k | 22.10 | |
| Progressive Waste Solutions | 2.4 | $8.7M | 289k | 30.08 | |
| Williams Companies (WMB) | 2.4 | $8.6M | 192k | 44.94 | |
| Valeant Pharmaceuticals Int | 2.4 | $8.5M | 59k | 143.11 | |
| Chico's FAS | 2.1 | $7.6M | 469k | 16.21 | |
| American Realty Capital Prop | 1.9 | $6.8M | 756k | 9.05 | |
| Gannett | 1.8 | $6.6M | 207k | 31.93 | |
| Chesapeake Energy Corporation | 1.7 | $6.1M | 314k | 19.57 | |
| Sotheby's | 1.7 | $6.0M | 140k | 43.18 | |
| Nuance Communications | 1.4 | $5.0M | 347k | 14.27 |
