Adams Hill Capital as of March 31, 2014
Portfolio Holdings for Adams Hill Capital
Adams Hill Capital holds 11 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cabot Oil & Gas Corporation (CTRA) | 16.6 | $17M | 500k | 33.88 | |
| Reliance Steel & Aluminum (RS) | 15.5 | $16M | 225k | 70.66 | |
| Axiall | 14.9 | $15M | 340k | 44.92 | |
| Visteon Corporation (VC) | 12.1 | $12M | 140k | 88.44 | |
| Steel Dynamics (STLD) | 11.3 | $12M | 650k | 17.79 | |
| WESCO International (WCC) | 10.2 | $10M | 125k | 83.22 | |
| AK Steel Holding Corporation | 7.1 | $7.2M | 1.0M | 7.22 | |
| Crane | 5.2 | $5.3M | 75k | 71.15 | |
| Eagle Materials (EXP) | 4.3 | $4.4M | 50k | 88.66 | |
| Tronox | 2.4 | $2.5M | 103k | 23.77 | |
| Sesa Sterlite Limted | 0.4 | $390k | 31k | 12.42 |
