13D Management as of March 31, 2015
Portfolio Holdings for 13D Management
13D Management holds 29 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Howard Hughes | 7.5 | $29M | 190k | 155.02 | |
| Canadian Pacific Railway | 5.0 | $20M | 108k | 182.70 | |
| Cbre Group Inc Cl A (CBRE) | 4.9 | $19M | 500k | 38.71 | |
| Ashland | 4.8 | $19M | 148k | 127.31 | |
| Darden Restaurants (DRI) | 4.5 | $18M | 258k | 69.34 | |
| Armstrong World Industries (AWI) | 4.3 | $17M | 293k | 57.47 | |
| Motorola Solutions (MSI) | 4.2 | $17M | 247k | 66.67 | |
| Fnf (FNF) | 4.1 | $16M | 442k | 36.76 | |
| Hologic (HOLX) | 3.9 | $16M | 469k | 33.02 | |
| Juniper Networks (JNPR) | 3.9 | $15M | 679k | 22.58 | |
| Zoetis Inc Cl A (ZTS) | 3.9 | $15M | 330k | 46.29 | |
| Allison Transmission Hldngs I (ALSN) | 3.8 | $15M | 472k | 31.94 | |
| Air Products & Chemicals (APD) | 3.6 | $14M | 95k | 151.27 | |
| Informatica Corporation | 3.6 | $14M | 327k | 43.85 | |
| Valeant Pharmaceuticals Int | 3.6 | $14M | 71k | 198.62 | |
| NCR Corporation (VYX) | 3.4 | $13M | 446k | 29.51 | |
| Babcock & Wilcox | 3.2 | $13M | 390k | 32.09 | |
| Interpublic Group of Companies (IPG) | 3.1 | $12M | 555k | 22.12 | |
| Williams Companies (WMB) | 3.0 | $12M | 229k | 50.59 | |
| Hertz Global Holdings | 2.9 | $12M | 529k | 21.68 | |
| Progressive Waste Solutions | 2.6 | $10M | 345k | 29.38 | |
| Chico's FAS | 2.5 | $9.9M | 559k | 17.69 | |
| Computer Sciences Corporation | 2.4 | $9.5M | 145k | 65.28 | |
| Gannett | 2.3 | $9.1M | 247k | 37.08 | |
| American Realty Capital Prop | 2.3 | $8.9M | 901k | 9.85 | |
| Manitowoc Company | 2.0 | $7.7M | 358k | 21.56 | |
| Sotheby's | 1.8 | $7.0M | 167k | 42.26 | |
| Nuance Communications | 1.5 | $5.9M | 414k | 14.35 | |
| Chesapeake Energy Corporation | 1.4 | $5.3M | 375k | 14.16 |
