Cypress Funds as of June 30, 2013
Portfolio Holdings for Cypress Funds
Cypress Funds holds 16 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | 9.6 | $26M | 1.4M | 18.71 | |
| US Airways | 8.4 | $22M | 1.4M | 16.42 | |
| MasterCard Incorporated (MA) | 7.6 | $20M | 35k | 574.50 | |
| D.R. Horton (DHI) | 7.4 | $20M | 936k | 21.28 | |
| Lennar Corporation (LEN) | 7.3 | $19M | 539k | 36.04 | |
| Precision Castparts | 6.9 | $19M | 82k | 226.01 | |
| Union Pacific Corporation (UNP) | 6.7 | $18M | 116k | 154.28 | |
| Starwood Hotels & Resorts Worldwide | 6.5 | $17M | 276k | 63.19 | |
| Louisiana-Pacific Corporation (LPX) | 6.4 | $17M | 1.2M | 14.79 | |
| Toll Brothers (TOL) | 5.9 | $16M | 487k | 32.63 | |
| NVR (NVR) | 5.8 | $15M | 17k | 921.98 | |
| Freeport-McMoRan Copper & Gold (FCX) | 5.7 | $15M | 555k | 27.61 | |
| Whirlpool Corporation (WHR) | 5.5 | $15M | 129k | 114.36 | |
| Citigroup (C) | 5.4 | $14M | 300k | 47.97 | |
| Cummins (CMI) | 3.8 | $10M | 93k | 108.46 | |
| First American Financial (FAF) | 1.1 | $2.8M | 129k | 22.04 |
