Afton Capital Management as of Sept. 30, 2013
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 33 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Magnum Hunter Resources Corporation | 6.7 | $7.8M | 1.3M | 6.17 | |
| Nationstar Mortgage | 5.9 | $6.8M | 122k | 56.23 | |
| Ocwen Financial Corporation | 5.2 | $6.0M | 108k | 55.77 | |
| Gulfport Energy Corporation | 5.0 | $5.8M | 90k | 64.34 | |
| W.R. Grace & Co. | 4.8 | $5.5M | 63k | 87.40 | |
| Goodrich Petroleum Corporation | 4.3 | $5.0M | 206k | 24.29 | |
| Industries N shs - a - (LYB) | 4.3 | $5.0M | 68k | 73.23 | |
| Anadarko Petroleum Corporation | 4.2 | $4.9M | 53k | 92.99 | |
| Kinder Morgan Inc/delaware Wts | 3.9 | $4.5M | 904k | 4.97 | |
| Realogy Hldgs (HOUS) | 3.3 | $3.8M | 88k | 43.02 | |
| Howard Hughes | 3.2 | $3.7M | 33k | 112.38 | |
| Synovus Financial | 3.1 | $3.6M | 1.1M | 3.30 | |
| Wci Cmntys Inc Com Par $0.01 | 3.0 | $3.5M | 201k | 17.26 | |
| Standard Pacific | 3.0 | $3.4M | 433k | 7.91 | |
| Owens Corning (OC) | 2.8 | $3.3M | 86k | 37.98 | |
| Carmike Cinemas | 2.8 | $3.2M | 146k | 22.08 | |
| Newcastle Investment | 2.7 | $3.1M | 553k | 5.62 | |
| Gen | 2.7 | $3.1M | 193k | 16.03 | |
| Masonite International (DOOR) | 2.7 | $3.1M | 63k | 48.94 | |
| Tuesday Morning Corporation | 2.6 | $3.1M | 200k | 15.28 | |
| Pulte (PHM) | 2.5 | $2.9M | 176k | 16.50 | |
| Beazer Homes Usa (BZH) | 2.5 | $2.9M | 161k | 18.00 | |
| Air Transport Services (ATSG) | 2.5 | $2.9M | 386k | 7.49 | |
| New Residential Invt | 2.5 | $2.9M | 437k | 6.62 | |
| Toll Brothers (TOL) | 2.4 | $2.8M | 87k | 32.43 | |
| Michael Kors Holdings | 1.7 | $1.9M | 26k | 74.50 | |
| American Intl Group | 1.6 | $1.9M | 100k | 18.95 | |
| Cui Global | 1.6 | $1.8M | 315k | 5.77 | |
| Ultra Clean Holdings (UCTT) | 1.5 | $1.8M | 258k | 6.91 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.4 | $1.6M | 221k | 7.43 | |
| Fifth & Pac Cos | 1.3 | $1.5M | 59k | 25.12 | |
| Silicon Graphics International | 1.1 | $1.2M | 75k | 16.25 | |
| Builders FirstSource (BLDR) | 0.9 | $1.0M | 178k | 5.88 |
