Amiya Capital as of June 30, 2013
Portfolio Holdings for Amiya Capital
Amiya Capital holds 26 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 |
|---|---|---|---|---|---|
| Precision Castparts | 9.2 | $27M | 121k | 226.01 | |
| BE Aerospace | 8.1 | $24M | 384k | 63.08 | |
| CONSOL Energy | 7.5 | $22M | 827k | 27.10 | |
| Eaton (ETN) | 7.3 | $22M | 332k | 65.81 | |
| Noble Energy | 5.8 | $17M | 288k | 60.04 | |
| Ingersoll-rand Co Ltd-cl A | 5.5 | $17M | 298k | 55.52 | |
| EOG Resources (EOG) | 4.5 | $14M | 103k | 131.68 | |
| Micron Technology (MU) | 4.1 | $12M | 860k | 14.33 | |
| Continental Resources | 4.1 | $12M | 142k | 86.06 | |
| Phillips 66 (PSX) | 4.0 | $12M | 200k | 58.91 | |
| Visa (V) | 3.9 | $12M | 64k | 182.75 | |
| Qualcomm (QCOM) | 3.5 | $11M | 171k | 61.09 | |
| Marathon Petroleum Corp (MPC) | 3.5 | $10M | 147k | 71.06 | |
| Cobalt Intl Energy | 3.4 | $10M | 382k | 26.57 | |
| Broadcom Corporation | 3.4 | $10M | 297k | 33.80 | |
| Cisco Systems (CSCO) | 3.3 | $9.9M | 405k | 24.34 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.9 | $8.6M | 122k | 71.02 | |
| Tyco International Ltd S hs | 2.8 | $8.4M | 254k | 32.95 | |
| FMC Technologies | 2.6 | $7.6M | 137k | 55.68 | |
| Cameron International Corporation | 2.5 | $7.3M | 120k | 61.16 | |
| Market Vectors Oil Service Etf | 2.3 | $7.0M | 163k | 42.78 | |
| Pioneer Natural Resources (PXD) | 2.2 | $6.5M | 45k | 144.75 | |
| Boeing Company (BA) | 1.9 | $5.6M | 54k | 102.44 | |
| Yahoo! | 1.6 | $4.9M | 193k | 25.13 | |
| SPX Corporation | 0.1 | $156k | 264.00 | 590.00 | |
| SPDR S&P Homebuilders (XHB) | 0.1 | $153k | 3.2k | 48.00 |
