Boyle Capital Management as of Sept. 30, 2013
Portfolio Holdings for Boyle Capital Management
Boyle Capital Management holds 25 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bank of America Corporation (BAC) | 19.0 | $20M | 1.5M | 13.80 | |
| American International (AIG) | 16.2 | $17M | 355k | 48.63 | |
| Mbia (MBI) | 15.4 | $17M | 1.6M | 10.23 | |
| SandRidge Energy | 7.5 | $8.0M | 1.4M | 5.86 | |
| American Intl Group | 5.3 | $5.6M | 298k | 18.95 | |
| Chesapeake Energy Corporation | 5.3 | $5.6M | 217k | 25.88 | |
| Apple (AAPL) | 4.0 | $4.3M | 9.0k | 476.78 | |
| Bank Of America Corporation warrant | 3.9 | $4.1M | 681k | 6.09 | |
| Intel Corporation (INTC) | 3.1 | $3.3M | 145k | 22.92 | |
| Cisco Systems (CSCO) | 3.0 | $3.2M | 135k | 23.43 | |
| Encana Corp | 2.8 | $3.0M | 172k | 17.33 | |
| Barrick Gold Corp (GOLD) | 2.3 | $2.5M | 133k | 18.62 | |
| Wpx Energy | 2.0 | $2.2M | 112k | 19.26 | |
| Microsoft Corporation (MSFT) | 1.9 | $2.0M | 60k | 33.27 | |
| BP (BP) | 1.5 | $1.6M | 38k | 42.02 | |
| EXCO Resources | 1.4 | $1.5M | 225k | 6.74 | |
| Novagold Resources Inc Cad (NG) | 1.4 | $1.5M | 631k | 2.32 | |
| Leucadia National | 1.2 | $1.3M | 48k | 27.23 | |
| KKR Financial Holdings | 0.8 | $899k | 87k | 10.33 | |
| Wells Fargo & Company (WFC) | 0.5 | $568k | 14k | 41.31 | |
| Sears Holdings Corporation | 0.5 | $522k | 8.8k | 59.50 | |
| Sandridge Permian Tr | 0.2 | $256k | 18k | 14.19 | |
| At&t (T) | 0.2 | $242k | 7.2k | 33.85 | |
| Hartford Finl Svcs Wt Exp 0626 wt | 0.2 | $230k | 10k | 22.35 | |
| Verizon Communications (VZ) | 0.2 | $221k | 4.7k | 46.69 |
