Aym Capital as of June 30, 2014
Portfolio Holdings for Aym Capital
Aym Capital holds 40 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gt Solar Int'l | 12.3 | $24M | 1.3M | 18.60 | |
| Hldgs (UAL) | 11.8 | $23M | 550k | 41.11 | |
| MannKind Corporation | 11.7 | $23M | 2.1M | 10.96 | |
| American Airls (AAL) | 10.3 | $20M | 460k | 42.95 | |
| Yrc Worldwide Inc Com par $.01 | 8.7 | $17M | 592k | 28.11 | |
| Micron Technology (MU) | 7.2 | $14M | 420k | 32.95 | |
| Radian (RDN) | 5.9 | $11M | 771k | 14.81 | |
| ChipMOS Technology Bermuda | 4.3 | $8.3M | 344k | 24.13 | |
| Kemet Corporation Cmn | 3.9 | $7.4M | 1.3M | 5.75 | |
| Aercap Holdings Nv Ord Cmn (AER) | 3.2 | $6.1M | 134k | 45.80 | |
| ULTRAPETROL BAHAMAS LTD COM Stk (ULTRF) | 2.6 | $5.0M | 1.7M | 2.97 | |
| MGIC Investment (MTG) | 2.4 | $4.6M | 497k | 9.24 | |
| Xerium Technologies | 2.1 | $4.0M | 289k | 13.96 | |
| Motorcar Parts of America (MPAA) | 1.7 | $3.4M | 138k | 24.35 | |
| Commercial Vehicle (CVGI) | 1.5 | $2.9M | 294k | 10.04 | |
| Target Corporation (TGT) | 1.5 | $2.9M | 50k | 58.00 | |
| American Axle & Manufact. Holdings (AXL) | 1.5 | $2.8M | 150k | 18.89 | |
| China Ming Yang Wind Power | 0.9 | $1.7M | 500k | 3.43 | |
| Hercules Offshore | 0.9 | $1.7M | 415k | 4.02 | |
| Verso Paper | 0.9 | $1.6M | 784k | 2.10 | |
| Ocwen Financial Corporation | 0.6 | $1.2M | 32k | 37.11 | |
| Tronox | 0.6 | $1.1M | 40k | 26.90 | |
| BlueLinx Holdings | 0.5 | $971k | 694k | 1.40 | |
| Xueda Education | 0.5 | $890k | 200k | 4.45 | |
| Bank of America Corporation (BAC) | 0.4 | $842k | 55k | 15.36 | |
| Danaos Corp Com Stk | 0.4 | $769k | 131k | 5.88 | |
| China XD Plastics | 0.4 | $688k | 82k | 8.39 | |
| LMI Aerospace | 0.3 | $653k | 50k | 13.09 | |
| Oclaro | 0.3 | $538k | 245k | 2.20 | |
| Navios Maritime Acquis Corp | 0.2 | $408k | 110k | 3.71 | |
| Chegg (CHGG) | 0.2 | $352k | 50k | 7.04 | |
| Baltic Trading | 0.2 | $299k | 50k | 5.98 | |
| Moly | 0.1 | $257k | 100k | 2.57 | |
| Hovnanian Enterprises | 0.1 | $103k | 20k | 5.15 | |
| RadiSys Corporation | 0.0 | $70k | 20k | 3.50 | |
| Netlist (NLST) | 0.0 | $65k | 50k | 1.30 | |
| China Ceramics | 0.0 | $14k | 10k | 1.40 | |
| 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 |
