Delta Partners as of Dec. 31, 2014
Portfolio Holdings for Delta Partners
Delta Partners holds 14 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 |
|---|---|---|---|---|---|
| Flextronics International Ltd Com Stk (FLEX) | 15.7 | $20M | 1.8M | 11.18 | |
| Now (DNOW) | 11.6 | $15M | 586k | 25.73 | |
| Interactive Brokers (IBKR) | 10.8 | $14M | 484k | 29.16 | |
| H&R Block (HRB) | 10.4 | $14M | 405k | 33.68 | |
| Mylan | 8.8 | $12M | 204k | 56.37 | |
| Interxion Holding | 8.4 | $11M | 400k | 27.34 | |
| Citigroup (C) | 8.3 | $11M | 201k | 54.11 | |
| American International (AIG) | 6.8 | $8.9M | 160k | 56.01 | |
| Fox News | 6.1 | $7.9M | 216k | 36.89 | |
| Wells Fargo & Company (WFC) | 5.1 | $6.7M | 121k | 54.82 | |
| Pdc Energy | 3.4 | $4.4M | 107k | 41.27 | |
| Ocwen Financial Corporation | 3.1 | $4.0M | 266k | 15.10 | |
| Gulfport Energy Corporation | 1.1 | $1.4M | 33k | 41.75 | |
| Goodrich Petroleum Corporation | 0.5 | $598k | 135k | 4.44 |
