Anchor Bolt Capital

Anchor Bolt Capital as of March 31, 2015

Portfolio Holdings for Anchor Bolt Capital

Anchor Bolt Capital holds 68 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
General Motors Company (GM) 5.1 $124M 3.3M 37.50
Berry Plastics (BERY) 3.7 $90M 2.5M 36.19
Huntsman Corporation Call Option (HUN) 3.5 $87M 3.9M 22.17
Lear Corp Com New (LEA) 3.2 $79M 716k 110.82
Ingersoll-rand SHS 3.2 $78M 1.1M 68.08
Tyson Foods Cl A (TSN) 2.9 $71M 1.9M 38.30
Paccar (PCAR) 2.8 $68M 1.1M 63.14
Goodyear Tire & Rubber Company (GT) 2.8 $68M 2.5M 27.08
Spirit Airlines (SAVE) 2.7 $67M 868k 77.36
Delek US Holdings 2.7 $67M 1.7M 39.75
Delta Air Lines Inc Del Com New (DAL) 2.7 $66M 1.5M 44.96
United Rentals (URI) 2.5 $63M 685k 91.16
Mosaic (MOS) 2.5 $62M 1.4M 46.06
Valero Energy Corporation (VLO) 2.5 $62M 976k 63.62
Tenne 2.4 $60M 1.0M 57.42
Noble Energy 2.4 $59M 1.2M 48.90
Delphi Automotive SHS 2.3 $56M 705k 79.74
American Axle & Manufact. Holdings (AXL) 2.3 $56M 2.2M 25.83
EQT Corporation (EQT) 2.2 $55M 663k 82.87
CF Industries Holdings (CF) 2.2 $55M 193k 283.68
Lyondellbasell Industries N Shs - A - (LYB) 2.2 $55M 622k 87.80
A. O. Smith Corporation (AOS) 2.2 $54M 826k 65.66
Honeywell International (HON) 2.1 $51M 488k 104.31
General Dynamics Corporation (GD) 2.0 $49M 360k 135.73
Hldgs (UAL) 1.8 $44M 660k 67.25
JetBlue Airways Corporation (JBLU) 1.7 $43M 2.2M 19.25
WABCO Holdings 1.6 $40M 323k 122.88
Magna Intl Inc cl a (MGA) 1.6 $39M 721k 53.66
FedEx Corporation (FDX) 1.5 $38M 229k 165.45
Swift Transn Cl A 1.4 $35M 1.4M 26.02
Tesoro Corporation 1.4 $35M 381k 91.29
Hornbeck Offshore Services 1.4 $33M 1.8M 18.81
AECOM Technology Corporation (ACM) 1.3 $32M 1.0M 30.82
Cummins (CMI) 1.3 $31M 222k 138.64
Sealed Air (SEE) 1.2 $30M 666k 45.56
Caesarstone Sdot-yam Ord Shs (CSTE) 1.2 $29M 474k 60.71
Whirlpool Corporation (WHR) 1.0 $24M 118k 202.06
Anadarko Petroleum Corporation 1.0 $23M 282k 82.81
Hess (HES) 0.9 $22M 318k 67.87
Rowan Companies Shs Cl A 0.9 $21M 1.2M 17.71
Cheniere Energy Com New (LNG) 0.8 $21M 266k 77.40
Crown Holdings (CCK) 0.8 $20M 368k 54.02
U S G Corp Com New 0.8 $20M 743k 26.70
Century Aluminum Company (CENX) 0.8 $19M 1.4M 13.80
Pdc Energy 0.8 $19M 353k 54.04
Mobileye N V Amstelveen Ord Shs 0.7 $18M 426k 42.03
Meritor 0.7 $17M 1.3M 12.61
Trinity Industries (TRN) 0.7 $16M 462k 35.51
American Airls (AAL) 0.7 $16M 304k 52.78
Hd Supply 0.6 $15M 495k 31.16
EOG Resources (EOG) 0.6 $15M 166k 91.69
KapStone Paper and Packaging 0.6 $15M 445k 32.84
Aurico Gold 0.6 $14M 5.0M 2.77
Steel Dynamics (STLD) 0.5 $12M 604k 20.10
Bunge 0.5 $12M 142k 82.36
Turquoisehillres 0.5 $11M 3.6M 3.12
Continental Resources 0.4 $11M 253k 43.67
Wabash National Corporation (WNC) 0.4 $8.9M 633k 14.10
Herman Miller (MLKN) 0.4 $8.6M 311k 27.76
United States Steel Corporation Call Option (X) 0.3 $8.2M 337k 24.40
Thompson Creek Metals 0.3 $8.2M 6.2M 1.32
Stanley Black & Decker (SWK) 0.2 $6.0M 63k 95.35
Platinum Group Metals Com New 0.2 $5.4M 9.7M 0.56
Deere & Company (DE) 0.2 $4.8M 55k 87.69
Knoll Com New 0.2 $4.2M 179k 23.43
Stillwater Mining Company 0.2 $3.9M 303k 12.92
Dana Holding Corporation (DAN) 0.1 $2.6M 121k 21.16
Precision Drilling Corp Com 2010 0.0 $752k 119k 6.34