Ancient Art

Ancient Art as of Dec. 31, 2013

Portfolio Holdings for Ancient Art

Ancient Art holds 26 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
Interactive Brokers (IBKR) 16.2 $70M 2.9M 24.34
Post Holdings Inc Common (POST) 9.3 $40M 819k 49.27
Prestige Brands Holdings (PBH) 7.8 $34M 945k 35.80
Alere 6.8 $29M 807k 36.20
United Rentals (URI) 6.5 $28M 362k 77.95
Liberty Global Inc Com Ser A 6.1 $26M 295k 89.00
Micron Technology (MU) 5.1 $22M 1.0M 21.75
General Motors Company (GM) 4.4 $19M 465k 40.87
Oracle Corporation (ORCL) 4.3 $19M 487k 38.26
Teekay Shipping Marshall Isl (TK) 4.1 $18M 369k 48.01
Valeant Pharmaceuticals Int 3.9 $17M 144k 117.40
Charter Communications 3.6 $16M 114k 136.76
Alaska Air (ALK) 3.4 $15M 199k 73.37
Gaming & Leisure Pptys (GLPI) 2.6 $11M 222k 50.81
Express Scripts Holding 2.6 $11M 160k 70.24
Google 2.1 $9.2M 8.2k 1120.71
Quality Distribution 2.1 $9.1M 712k 12.83
Hemisphere Media 2.1 $8.9M 751k 11.87
Sears Holdings Corporation 1.8 $7.7M 157k 49.04
Gen 1.7 $7.5M 416k 18.02
Dfc Global 1.3 $5.7M 495k 11.45
Asbury Automotive (ABG) 0.9 $3.9M 72k 53.73
Sesa Sterlite Limted 0.8 $3.6M 271k 13.16
Liberty Global Inc C 0.3 $1.3M 16k 84.31
American Public Education (APEI) 0.1 $265k 6.1k 43.39
InterOil Corporation 0.0 $91k 10k 9.10