Anchor Bolt Capital

Anchor Bolt Capital as of June 30, 2013

Portfolio Holdings for Anchor Bolt Capital

Anchor Bolt Capital holds 66 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
General Motors Company (GM) 9.2 $22M 645k 33.31
American Axle & Manufact. Holdings (AXL) 4.9 $12M 622k 18.63
Freeport-McMoRan Copper & Gold (FCX) 4.8 $11M 404k 27.61
Trinity Industries (TRN) 4.2 $9.8M 256k 38.44
Noble Energy 4.1 $9.6M 160k 60.04
AGCO Corporation (AGCO) 3.6 $8.5M 169k 50.19
Graphic Packaging Holding Company (GPK) 3.5 $8.2M 1.1M 7.74
EOG Resources (EOG) 3.0 $7.1M 54k 131.67
Rowan Companies 2.9 $6.9M 202k 34.07
Lear Corporation (LEA) 2.8 $6.6M 110k 60.46
United Rentals (URI) 2.5 $6.0M 119k 49.91
Hornbeck Offshore Services 2.5 $5.9M 111k 53.50
Honeywell International (HON) 2.4 $5.7M 72k 79.34
KBR (KBR) 2.3 $5.4M 167k 32.50
EQT Corporation (EQT) 2.1 $5.1M 64k 79.37
Tenne 2.1 $5.0M 110k 45.28
Industries N shs - a - (LYB) 2.1 $4.9M 73k 66.26
Dana Holding Corporation (DAN) 1.9 $4.4M 227k 19.26
Rock-Tenn Company 1.7 $4.1M 41k 99.87
Delphi Automotive 1.7 $4.0M 80k 50.69
Oasis Petroleum 1.6 $3.7M 95k 38.87
Ensco Plc Shs Class A 1.5 $3.4M 59k 58.12
Anadarko Petroleum Corporation 1.4 $3.2M 38k 85.94
Delta Air Lines (DAL) 1.4 $3.3M 174k 18.71
TRW Automotive Holdings 1.4 $3.3M 49k 66.43
Ford Motor Company (F) 1.4 $3.2M 210k 15.47
Cooper Tire & Rubber Company 1.3 $3.0M 92k 33.17
KapStone Paper and Packaging 1.3 $2.9M 73k 40.18
US Airways 1.2 $2.9M 174k 16.42
Gra (GGG) 1.2 $2.8M 44k 63.21
Cheniere Energy (LNG) 1.2 $2.8M 100k 27.76
American Woodmark Corporation (AMWD) 1.1 $2.7M 77k 34.70
Noble Corporation Com Stk 1.1 $2.5M 66k 37.57
Whirlpool Corporation (WHR) 1.1 $2.5M 22k 114.35
Manitowoc Company 1.0 $2.4M 132k 17.91
Spirit Airlines (SAVE) 1.0 $2.3M 71k 31.72
Valero Energy Corporation (VLO) 0.9 $2.2M 62k 34.77
Expeditors International of Washington (EXPD) 0.9 $2.0M 53k 38.03
Atwood Oceanics 0.8 $1.9M 36k 52.06
Tesoro Corporation 0.8 $1.8M 35k 52.33
Owens Corning (OC) 0.8 $1.8M 47k 39.07
Fluor Corporation (FLR) 0.8 $1.8M 30k 59.32
H&E Equipment Services (HEES) 0.8 $1.7M 83k 21.07
Pdc Energy 0.7 $1.7M 33k 51.47
CF Industries Holdings (CF) 0.7 $1.7M 9.8k 171.49
Intrepid Potash 0.7 $1.5M 80k 19.05
Caesar Stone Sdot Yam (CSTE) 0.6 $1.4M 52k 27.24
Eldorado Gold Corp 0.6 $1.4M 225k 6.18
Masco Corporation (MAS) 0.6 $1.4M 70k 19.49
Chicago Bridge & Iron Company 0.6 $1.3M 22k 59.67
Cliffs Natural Resources 0.5 $1.3M 77k 16.26
United States Steel Corporation (X) 0.5 $1.2M 70k 17.53
Union Pacific Corporation (UNP) 0.5 $1.2M 7.8k 154.29
National-Oilwell Var 0.4 $970k 14k 68.90
Generac Holdings (GNRC) 0.4 $965k 26k 36.99
BorgWarner (BWA) 0.4 $909k 11k 86.14
Goodyear Tire & Rubber Company (GT) 0.4 $866k 57k 15.30
Copa Holdings Sa-class A (CPA) 0.4 $855k 6.5k 131.11
GATX Corporation (GATX) 0.3 $750k 16k 47.41
Continental Resources 0.3 $656k 7.6k 86.07
Hess (HES) 0.3 $644k 9.7k 66.48
Alaska Air (ALK) 0.3 $643k 12k 52.00
Aurico Gold 0.3 $610k 140k 4.37
AK Steel Holding Corporation 0.2 $586k 193k 3.04
Synergy Res Corp 0.2 $477k 65k 7.31
Meritor 0.1 $293k 42k 7.06