Afton Capital Management as of Dec. 31, 2013
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 32 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Magnum Hunter Resources Corporation | 7.8 | $8.6M | 1.2M | 7.31 | |
| W.R. Grace & Co. | 5.4 | $5.9M | 60k | 98.87 | |
| Ocwen Financial Corporation | 5.1 | $5.6M | 101k | 55.45 | |
| Gulfport Energy Corporation | 4.9 | $5.4M | 85k | 63.13 | |
| Industries N shs - a - (LYB) | 4.7 | $5.1M | 64k | 80.28 | |
| Beazer Homes Usa (BZH) | 4.5 | $5.0M | 204k | 24.42 | |
| Eagle Materials (EXP) | 3.9 | $4.3M | 56k | 77.44 | |
| Realogy Hldgs (HOUS) | 3.7 | $4.1M | 83k | 49.47 | |
| Altisource Portfolio Solns S reg (ASPS) | 3.6 | $4.0M | 25k | 158.64 | |
| Carmike Cinemas | 3.5 | $3.8M | 138k | 27.84 | |
| Howard Hughes | 3.4 | $3.7M | 31k | 120.08 | |
| Owens Corning (OC) | 3.3 | $3.7M | 90k | 40.71 | |
| Wci Cmntys Inc Com Par $0.01 | 3.3 | $3.6M | 190k | 19.09 | |
| Air Transport Services (ATSG) | 3.3 | $3.6M | 445k | 8.09 | |
| Masonite International | 3.2 | $3.6M | 59k | 60.00 | |
| Kinder Morgan Inc/delaware Wts | 3.1 | $3.5M | 851k | 4.06 | |
| Pulte (PHM) | 3.0 | $3.4M | 165k | 20.37 | |
| Goodrich Petroleum Corporation | 3.0 | $3.3M | 194k | 17.02 | |
| Gen | 3.0 | $3.3M | 182k | 18.02 | |
| Tuesday Morning Corporation | 2.7 | $3.0M | 188k | 15.96 | |
| Toll Brothers (TOL) | 2.7 | $3.0M | 81k | 37.00 | |
| General Motors Company (GM) | 2.6 | $2.9M | 70k | 40.87 | |
| Newcastle Investment | 2.2 | $2.4M | 419k | 5.74 | |
| Cui Global | 2.1 | $2.3M | 364k | 6.32 | |
| Horsehead Holding | 2.0 | $2.3M | 139k | 16.21 | |
| Par Pete Corp Com Stk | 1.9 | $2.1M | 929k | 2.23 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.7 | $1.9M | 208k | 9.20 | |
| American Intl Group | 1.7 | $1.8M | 91k | 20.25 | |
| Ambac Finl (AMBC) | 1.7 | $1.8M | 75k | 24.56 | |
| Ultra Clean Holdings (UCTT) | 1.1 | $1.2M | 119k | 10.03 | |
| Builders FirstSource (BLDR) | 1.1 | $1.2M | 162k | 7.13 | |
| Silicon Graphics International | 0.9 | $948k | 71k | 13.41 |
