Afton Capital Management as of June 30, 2013
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 33 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Industries N shs - a - (LYB) | 6.0 | $6.5M | 98k | 66.26 | |
| Howard Hughes | 4.5 | $4.8M | 43k | 112.09 | |
| Magnum Hunter Resources Corporation | 4.2 | $4.6M | 1.3M | 3.65 | |
| Nationstar Mortgage | 4.2 | $4.6M | 122k | 37.44 | |
| Anadarko Petroleum Corporation | 4.2 | $4.5M | 53k | 85.93 | |
| W.R. Grace & Co. | 4.1 | $4.5M | 53k | 84.04 | |
| Ocwen Financial Corporation | 4.1 | $4.5M | 108k | 41.22 | |
| Gulfport Energy Corporation | 3.9 | $4.3M | 90k | 47.09 | |
| Realogy Hldgs (HOUS) | 3.9 | $4.2M | 88k | 48.04 | |
| Kinder Morgan Inc/delaware Wts | 3.6 | $3.9M | 754k | 5.12 | |
| Fifth & Pac Cos | 3.5 | $3.8M | 169k | 22.34 | |
| Standard Pacific | 3.3 | $3.6M | 433k | 8.33 | |
| Synovus Financial | 3.2 | $3.5M | 1.2M | 2.92 | |
| Michael Kors Holdings | 3.2 | $3.5M | 56k | 62.02 | |
| Owens Corning (OC) | 3.1 | $3.4M | 86k | 39.08 | |
| Pulte (PHM) | 3.1 | $3.3M | 176k | 18.97 | |
| Gen | 2.9 | $3.1M | 193k | 16.26 | |
| Carmike Cinemas | 2.9 | $3.1M | 161k | 19.36 | |
| Phillips 66 (PSX) | 2.8 | $3.0M | 51k | 58.91 | |
| New Residential Invt | 2.7 | $2.9M | 437k | 6.74 | |
| Newcastle Investment | 2.7 | $2.9M | 553k | 5.23 | |
| Toll Brothers (TOL) | 2.6 | $2.8M | 87k | 32.63 | |
| Beazer Homes Usa (BZH) | 2.6 | $2.8M | 161k | 17.52 | |
| Masonite Worldwide Hldgs | 2.5 | $2.8M | 53k | 52.00 | |
| Methode Electronics (MEI) | 2.4 | $2.6M | 156k | 17.01 | |
| Axiall | 2.3 | $2.5M | 59k | 42.58 | |
| Goodrich Petroleum Corporation | 2.1 | $2.3M | 181k | 12.80 | |
| Tuesday Morning Corporation | 1.9 | $2.1M | 200k | 10.37 | |
| American Intl Group | 1.7 | $1.8M | 100k | 18.24 | |
| Cui Global | 1.6 | $1.7M | 315k | 5.55 | |
| Ultra Clean Holdings (UCTT) | 1.4 | $1.6M | 258k | 6.05 | |
| Air Transport Services (ATSG) | 1.4 | $1.6M | 235k | 6.61 | |
| Builders FirstSource (BLDR) | 1.0 | $1.1M | 178k | 5.98 |
