13D Management

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