Amiya Capital as of Dec. 31, 2013
Portfolio Holdings for Amiya Capital
Amiya Capital holds 18 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 |
|---|---|---|---|---|---|
| 17.9 | $53M | 47k | 1120.71 | ||
| Pentair | 9.6 | $29M | 367k | 77.67 | |
| priceline.com Incorporated | 9.3 | $28M | 24k | 1162.39 | |
| Precision Castparts | 8.5 | $25M | 94k | 269.30 | |
| Visa (V) | 7.7 | $23M | 102k | 222.68 | |
| BE Aerospace | 6.7 | $20M | 230k | 87.03 | |
| Tyco International Ltd S hs | 5.8 | $17M | 421k | 41.04 | |
| CONSOL Energy | 5.7 | $17M | 443k | 38.04 | |
| Time Warner | 5.1 | $15M | 219k | 69.72 | |
| Exxon Mobil Corporation (XOM) | 4.1 | $12M | 122k | 101.20 | |
| Ingersoll-rand Co Ltd-cl A | 3.7 | $11M | 177k | 61.60 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.6 | $11M | 280k | 38.76 | |
| International Paper Company (IP) | 3.5 | $10M | 209k | 49.03 | |
| Hldgs (UAL) | 3.0 | $8.9M | 236k | 37.83 | |
| EOG Resources (EOG) | 2.0 | $6.0M | 36k | 167.85 | |
| Pioneer Natural Resources | 1.8 | $5.2M | 28k | 184.07 | |
| Boeing Company (BA) | 1.5 | $4.4M | 32k | 136.48 | |
| Goodrich Petroleum Corporation | 0.6 | $1.7M | 99k | 17.02 |
