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 |