Farmstead Capital Management as of Dec. 31, 2014
Portfolio Holdings for Farmstead Capital Management
Farmstead Capital Management holds 7 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 |
---|---|---|---|---|---|
Cheniere Energy Com New (LNG) | 40.8 | $67M | 951k | 70.40 | |
Ally Financial (ALLY) | 24.7 | $41M | 1.7M | 23.62 | |
Rock-tenn Cl A | 12.2 | $20M | 330k | 60.98 | |
KapStone Paper and Packaging | 12.2 | $20M | 682k | 29.31 | |
Dorian Lpg Shs Usd (LPG) | 5.3 | $8.7M | 625k | 13.89 | |
Westmoreland Coal Company | 4.6 | $7.5M | 226k | 33.21 | |
Sanofi Right 12/31/2020 | 0.2 | $364k | 460k | 0.79 |