Aym Capital as of Sept. 30, 2014
Portfolio Holdings for Aym Capital
Aym Capital holds 36 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Airls (AAL) | 17.2 | $24M | 665k | 35.48 | |
| Hldgs (UAL) | 13.6 | $19M | 400k | 46.79 | |
| Yrc Worldwide Inc Com par $.01 | 9.7 | $13M | 658k | 20.32 | |
| MannKind Corporation | 8.6 | $12M | 2.0M | 5.91 | |
| Gt Solar Int'l | 6.7 | $9.2M | 850k | 10.83 | |
| Radian (RDN) | 6.2 | $8.6M | 600k | 14.26 | |
| ChipMOS Technology Bermuda | 5.3 | $7.2M | 320k | 22.62 | |
| Kemet Corporation Cmn | 4.3 | $5.9M | 1.4M | 4.12 | |
| ULTRAPETROL BAHAMAS LTD COM Stk (ULTRF) | 3.9 | $5.3M | 1.7M | 3.12 | |
| Aercap Holdings Nv Ord Cmn (AER) | 3.1 | $4.3M | 104k | 40.90 | |
| Xerium Technologies | 3.1 | $4.2M | 289k | 14.61 | |
| Verso Paper | 2.5 | $3.4M | 1.1M | 3.20 | |
| MGIC Investment (MTG) | 2.3 | $3.2M | 410k | 7.81 | |
| Motorcar Parts of America (MPAA) | 2.2 | $3.0M | 109k | 27.21 | |
| Valeant Pharmaceuticals Int | 1.9 | $2.6M | 20k | 131.20 | |
| American Axle & Manufact. Holdings (AXL) | 1.8 | $2.5M | 150k | 16.77 | |
| Commercial Vehicle (CVGI) | 1.2 | $1.7M | 269k | 6.18 | |
| China Ming Yang Wind Power | 1.1 | $1.6M | 510k | 3.04 | |
| BlueLinx Holdings | 0.7 | $962k | 734k | 1.31 | |
| Bank of America Corporation (BAC) | 0.7 | $935k | 55k | 17.06 | |
| Hercules Offshore | 0.6 | $869k | 395k | 2.20 | |
| Ocwen Financial Corporation | 0.6 | $835k | 32k | 26.17 | |
| Danaos Corp Com Stk | 0.5 | $673k | 131k | 5.14 | |
| LMI Aerospace | 0.5 | $639k | 50k | 12.81 | |
| Xueda Education | 0.4 | $582k | 200k | 2.91 | |
| China XD Plastics | 0.3 | $449k | 82k | 5.47 | |
| Oclaro | 0.2 | $350k | 245k | 1.43 | |
| Chegg (CHGG) | 0.2 | $312k | 50k | 6.24 | |
| Navios Maritime Acquis Corp | 0.2 | $298k | 110k | 2.71 | |
| Baltic Trading | 0.1 | $207k | 50k | 4.14 | |
| Hovnanian Enterprises | 0.1 | $73k | 20k | 3.65 | |
| RadiSys Corporation | 0.0 | $53k | 20k | 2.65 | |
| Netlist (NLST) | 0.0 | $60k | 50k | 1.20 | |
| 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 |
