Andalusian Capital Partners as of Dec. 31, 2013
Portfolio Holdings for Andalusian Capital Partners
Andalusian Capital Partners holds 41 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 |
|---|---|---|---|---|---|
| American International (AIG) | 6.0 | $7.1M | 139k | 51.05 | |
| Lehigh Gas Partners Lp ut ltd ptn int | 5.8 | $6.9M | 242k | 28.60 | |
| Western Refining | 5.8 | $6.9M | 162k | 42.39 | |
| Town Sports International Holdings | 5.5 | $6.5M | 438k | 14.76 | |
| Northstar Realty Finance | 5.3 | $6.3M | 465k | 13.45 | |
| Gastar Exploration | 5.2 | $6.2M | 893k | 6.92 | |
| Semgroup Corp cl a | 4.5 | $5.4M | 82k | 65.23 | |
| Cole Real Estate Invts | 4.0 | $4.8M | 339k | 14.04 | |
| Gen | 3.6 | $4.3M | 239k | 18.02 | |
| News (NWSA) | 3.6 | $4.3M | 238k | 18.02 | |
| Graphic Packaging Holding Company (GPK) | 3.4 | $4.0M | 421k | 9.60 | |
| Safe Bulkers Inc Com Stk (SB) | 3.2 | $3.8M | 367k | 10.40 | |
| Carmike Cinemas | 3.2 | $3.8M | 137k | 27.84 | |
| Air Transport Services (ATSG) | 3.0 | $3.5M | 438k | 8.09 | |
| American Airls (AAL) | 2.7 | $3.2M | 127k | 25.25 | |
| Blackstone Mtg Tr Inc Note cb | 2.6 | $3.2M | 3.0M | 1.05 | |
| Maiden Holdings (MHLD) | 2.5 | $3.0M | 271k | 10.93 | |
| Global Brass & Coppr Hldgs I | 2.2 | $2.7M | 162k | 16.55 | |
| Sotheby's | 2.2 | $2.7M | 50k | 53.20 | |
| PGT | 2.1 | $2.4M | 242k | 10.12 | |
| United Rentals (URI) | 2.0 | $2.3M | 115k | 20.28 | |
| Yrc Worldwide 10% 3/31/15 pfd cv | 1.9 | $2.2M | 2.3M | 0.96 | |
| Blucora | 1.8 | $2.1M | 73k | 29.16 | |
| American Realty Capital Prop | 1.8 | $2.1M | 164k | 12.86 | |
| Jgwpt Holdings Inc-a | 1.8 | $2.1M | 121k | 17.39 | |
| Meadowbrook Insurance | 1.8 | $2.1M | 300k | 6.96 | |
| TFS Financial Corporation (TFSL) | 1.7 | $2.0M | 167k | 12.12 | |
| Sunedison | 1.5 | $1.8M | 136k | 13.05 | |
| Star Bulk Carriers | 1.3 | $1.6M | 117k | 13.33 | |
| Liberty Media | 1.3 | $1.5M | 52k | 29.35 | |
| Blueknight Energy Partners | 1.3 | $1.5M | 177k | 8.51 | |
| Lumos Networks | 1.1 | $1.3M | 63k | 21.00 | |
| Ocean Rig Udw | 0.8 | $898k | 47k | 19.25 | |
| Morgans Hotel | 0.8 | $886k | 109k | 8.13 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $656k | 270k | 2.43 | |
| Hickory Tech Corporation | 0.5 | $642k | 50k | 12.84 | |
| Supernus Pharmaceuticals (SUPN) | 0.5 | $627k | 83k | 7.54 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $599k | 50k | 12.08 | |
| Dht Holdings (DHT) | 0.4 | $453k | 66k | 6.83 | |
| TransAct Technologies Incorporated (TACT) | 0.3 | $404k | 32k | 12.53 | |
| Sanofi Aventis Wi Conval Rt | 0.1 | $122k | 359k | 0.34 |
