Aym Capital as of Dec. 31, 2014
Portfolio Holdings for Aym Capital
Aym Capital holds 39 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Airls (AAL) | 11.3 | $15M | 278k | 53.63 | |
| Yrc Worldwide Inc Com par $.01 | 9.5 | $12M | 553k | 22.49 | |
| Hldgs (UAL) | 8.7 | $11M | 170k | 66.89 | |
| MannKind Corporation | 8.2 | $11M | 2.1M | 5.22 | |
| Kemet Corporation Cmn | 5.5 | $7.3M | 1.7M | 4.20 | |
| ChipMOS Technology Bermuda | 5.5 | $7.2M | 308k | 23.32 | |
| Radian (RDN) | 5.2 | $6.9M | 410k | 16.72 | |
| Altisource Portfolio Solns S reg | 4.5 | $6.0M | 176k | 33.79 | |
| Xerium Technologies | 3.7 | $4.9M | 310k | 15.78 | |
| Rcs Cap | 3.7 | $4.8M | 395k | 12.20 | |
| Aercap Holdings Nv Ord Cmn (AER) | 3.2 | $4.2M | 109k | 38.82 | |
| Verso Paper | 3.1 | $4.1M | 1.2M | 3.43 | |
| Ocwen Financial Corporation | 3.0 | $3.9M | 260k | 15.10 | |
| ULTRAPETROL BAHAMAS LTD COM Stk (ULTRF) | 2.6 | $3.5M | 1.6M | 2.14 | |
| American Axle & Manufact. Holdings | 2.6 | $3.4M | 150k | 22.59 | |
| AK Steel Holding Corporation | 2.3 | $3.0M | 513k | 5.93 | |
| Motorcar Parts of America (MPAA) | 2.2 | $2.9M | 92k | 31.09 | |
| Valeant Pharmaceuticals Int | 2.0 | $2.6M | 18k | 143.11 | |
| JinkoSolar Holding (JKS) | 1.9 | $2.6M | 130k | 19.70 | |
| MGIC Investment (MTG) | 1.8 | $2.3M | 250k | 9.33 | |
| Trina Solar | 1.4 | $1.9M | 200k | 9.26 | |
| Commercial Vehicle (CVGI) | 1.4 | $1.8M | 267k | 6.66 | |
| Gt Solar Int'l | 1.3 | $1.7M | 5.1M | 0.33 | |
| BlueLinx Holdings | 0.9 | $1.2M | 1.0M | 1.16 | |
| Danaos Corp Com Stk | 0.9 | $1.1M | 209k | 5.47 | |
| China Ming Yang Wind Power | 0.8 | $1.1M | 500k | 2.19 | |
| Bank of America Corporation (BAC) | 0.7 | $895k | 50k | 17.90 | |
| LMI Aerospace | 0.5 | $677k | 48k | 14.10 | |
| Navios Maritime Acquis Corp | 0.4 | $472k | 130k | 3.63 | |
| China XD Plastics | 0.3 | $440k | 81k | 5.43 | |
| Xueda Education | 0.2 | $308k | 129k | 2.39 | |
| Second Sight Med Prods | 0.1 | $156k | 15k | 10.27 | |
| Oclaro | 0.1 | $149k | 84k | 1.78 | |
| Hercules Offshore | 0.1 | $130k | 130k | 1.00 | |
| Hovnanian Enterprises | 0.1 | $83k | 20k | 4.15 | |
| Baltic Trading | 0.1 | $75k | 30k | 2.50 | |
| Netlist (NLST) | 0.0 | $15k | 20k | 0.75 | |
| 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 |
