Afton Capital Management as of March 31, 2014
Portfolio Holdings for Afton Capital Management
Afton Capital Management holds 30 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 |
|---|---|---|---|---|---|
| Magnum Hunter Resources Corporation | 9.6 | $9.7M | 1.1M | 8.50 | |
| Gulfport Energy Corporation | 5.9 | $6.0M | 85k | 71.18 | |
| Eagle Materials (EXP) | 4.9 | $4.9M | 56k | 88.66 | |
| Ambac Finl (AMBC) | 4.6 | $4.7M | 150k | 31.03 | |
| W.R. Grace & Co. | 4.2 | $4.2M | 43k | 99.17 | |
| Carmike Cinemas | 4.0 | $4.1M | 138k | 29.86 | |
| Beazer Homes Usa (BZH) | 4.0 | $4.1M | 204k | 20.08 | |
| Ocwen Financial Corporation | 3.9 | $3.9M | 100k | 39.18 | |
| Industries N shs - a - (LYB) | 3.9 | $3.9M | 44k | 88.94 | |
| Wci Cmntys Inc Com Par $0.01 | 3.7 | $3.7M | 190k | 19.76 | |
| Howard Hughes | 3.7 | $3.7M | 26k | 142.72 | |
| Rockwood Holdings | 3.6 | $3.7M | 50k | 74.40 | |
| Owens Corning (OC) | 3.6 | $3.7M | 85k | 43.17 | |
| Air Transport Services (ATSG) | 3.4 | $3.5M | 445k | 7.85 | |
| Masonite International | 3.3 | $3.3M | 59k | 56.52 | |
| Gen | 3.3 | $3.3M | 182k | 18.27 | |
| Pulte (PHM) | 3.1 | $3.2M | 165k | 19.19 | |
| Assured Guaranty (AGO) | 3.0 | $3.0M | 120k | 25.32 | |
| Toll Brothers (TOL) | 2.9 | $2.9M | 81k | 35.90 | |
| Tuesday Morning Corporation | 2.6 | $2.7M | 188k | 14.15 | |
| USG Corporation | 2.4 | $2.5M | 75k | 32.72 | |
| Horsehead Holding | 2.3 | $2.3M | 139k | 16.82 | |
| Applied Optoelectronics (AAOI) | 2.2 | $2.2M | 90k | 24.67 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.9 | $1.9M | 208k | 9.13 | |
| Goodrich Petroleum Corporation | 1.9 | $1.9M | 120k | 15.82 | |
| Cui Global | 1.9 | $1.9M | 172k | 11.00 | |
| American Intl Group | 1.8 | $1.9M | 91k | 20.44 | |
| Par Petroleum (PARR) | 1.8 | $1.9M | 93k | 19.98 | |
| Builders FirstSource (BLDR) | 1.4 | $1.5M | 162k | 9.10 | |
| Mbia (MBI) | 1.4 | $1.4M | 100k | 13.99 |
