Aym Capital as of March 31, 2014
Portfolio Holdings for Aym Capital
Aym Capital holds 43 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gt Solar Int'l | 11.2 | $18M | 1.1M | 17.06 | |
| Radian (RDN) | 9.9 | $16M | 1.1M | 15.03 | |
| American Airls (AAL) | 9.7 | $16M | 435k | 36.60 | |
| Yrc Worldwide Inc Com par $.01 | 8.9 | $15M | 644k | 22.50 | |
| Hldgs (UAL) | 7.6 | $13M | 279k | 44.63 | |
| MannKind Corporation | 5.3 | $8.6M | 2.1M | 4.00 | |
| Micron Technology (MU) | 5.1 | $8.3M | 350k | 23.66 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.4 | $7.2M | 171k | 42.19 | |
| ChipMOS Technology Bermuda | 4.1 | $6.7M | 305k | 22.06 | |
| ULTRAPETROL BAHAMAS LTD COM Stk (ULTRF) | 3.2 | $5.2M | 1.7M | 3.10 | |
| Ocwen Financial Corporation | 3.2 | $5.2M | 132k | 39.18 | |
| MGIC Investment (MTG) | 3.0 | $4.9M | 571k | 8.52 | |
| Bank of America Corporation (BAC) | 2.7 | $4.5M | 260k | 17.21 | |
| Motorcar Parts of America (MPAA) | 2.4 | $3.8M | 144k | 26.57 | |
| Xerium Technologies | 2.3 | $3.7M | 230k | 16.05 | |
| Target Corporation (TGT) | 1.9 | $3.0M | 50k | 60.50 | |
| American Axle & Manufact. Holdings (AXL) | 1.8 | $3.0M | 160k | 18.52 | |
| Amkor Technology (AMKR) | 1.6 | $2.6M | 376k | 6.86 | |
| Commercial Vehicle (CVGI) | 1.5 | $2.4M | 264k | 9.12 | |
| Hercules Offshore | 1.2 | $1.9M | 415k | 4.60 | |
| Yongye International | 1.1 | $1.8M | 270k | 6.81 | |
| Verso Paper | 1.1 | $1.7M | 600k | 2.89 | |
| Kemet Corporation Cmn | 1.1 | $1.7M | 299k | 5.81 | |
| China Ming Yang Wind Power | 0.8 | $1.3M | 441k | 2.85 | |
| Tronox | 0.7 | $1.2M | 50k | 23.78 | |
| China XD Plastics | 0.7 | $1.2M | 222k | 5.23 | |
| Xueda Education | 0.7 | $1.1M | 200k | 5.40 | |
| Danaos Corp Com Stk | 0.6 | $981k | 131k | 7.50 | |
| Oclaro | 0.5 | $775k | 250k | 3.10 | |
| BlueLinx Holdings | 0.5 | $758k | 583k | 1.30 | |
| LMI Aerospace | 0.4 | $705k | 50k | 14.10 | |
| Moly | 0.3 | $469k | 100k | 4.69 | |
| Navios Maritime Acquis Corp | 0.2 | $403k | 110k | 3.66 | |
| Chegg (CHGG) | 0.2 | $350k | 50k | 7.00 | |
| Baltic Trading | 0.2 | $316k | 50k | 6.32 | |
| RadioShack Corporation | 0.1 | $191k | 90k | 2.12 | |
| Hovnanian Enterprises | 0.1 | $95k | 20k | 4.75 | |
| Netlist (NLST) | 0.1 | $95k | 50k | 1.90 | |
| RadiSys Corporation | 0.0 | $72k | 20k | 3.60 | |
| China Ceramics | 0.0 | $17k | 10k | 1.70 | |
| Velti Plc Restricted rstd | 0.0 | $13k | 1.3M | 0.01 | |
| Wts Atrinsic Inc Ser A Exp 05/31/16 Wr nt | 0.0 | $0 | 95k | 0.00 | |
| Wts Atrinsic Inc Ser C Exp 05/31/16 Wr nt | 0.0 | $0 | 45k | 0.00 |
