The Cypress Funds

Cypress Funds as of March 31, 2014

Portfolio Holdings for Cypress Funds

Cypress Funds holds 20 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lockheed Martin Corporation (LMT) 13.7 $57M 348k 163.24
American Airls (AAL) 9.6 $40M 1.1M 36.60
Delta Air Lines (DAL) 9.4 $39M 1.1M 34.65
MasterCard Incorporated (MA) 5.2 $22M 288k 74.70
Home Depot (HD) 5.1 $21M 267k 79.13
Boeing Company (BA) 4.9 $20M 163k 125.49
Chicago Bridge & Iron Company 4.4 $18M 210k 87.15
Whirlpool Corporation (WHR) 4.4 $18M 122k 149.46
Flowserve Corporation (FLS) 4.4 $18M 233k 78.34
Starwood Hotels & Resorts Worldwide 4.3 $18M 227k 79.60
Schlumberger (SLB) 4.2 $18M 181k 97.50
Fluor Corporation (FLR) 4.1 $17M 218k 77.73
Precision Castparts 4.1 $17M 67k 252.76
Essent (ESNT) 4.1 $17M 753k 22.46
Eaton (ETN) 3.9 $16M 218k 75.12
Lennar Corporation (LEN) 3.5 $15M 365k 39.62
D.R. Horton (DHI) 3.3 $14M 628k 21.65
Union Pacific Corporation (UNP) 2.9 $12M 64k 187.66
Toll Brothers (TOL) 2.8 $11M 318k 35.90
NVR (NVR) 1.7 $7.0M 6.1k 1147.05