Foundation Asset Management as of Dec. 31, 2014
Portfolio Holdings for Foundation Asset Management
Foundation Asset Management holds 25 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 |
|---|---|---|---|---|---|
| Stewart Information Services Corporation (STC) | 15.2 | $63M | 1.7M | 37.04 | |
| DaVita (DVA) | 10.0 | $42M | 551k | 75.74 | |
| Endo Intl SHS | 7.9 | $33M | 460k | 72.12 | |
| Echostar Corp Cl A (SATS) | 6.9 | $29M | 552k | 52.50 | |
| American Intl Group Com New (AIG) | 6.3 | $26M | 471k | 56.01 | |
| Wright Medical | 5.8 | $24M | 907k | 26.87 | |
| Time Warner Com New | 4.8 | $20M | 237k | 85.42 | |
| Microsoft Corporation (MSFT) | 4.3 | $18M | 383k | 46.45 | |
| PolyOne Corporation | 4.2 | $17M | 459k | 37.91 | |
| Hewlett-Packard Company | 3.9 | $17M | 410k | 40.13 | |
| Cdw (CDW) | 3.6 | $15M | 429k | 35.17 | |
| Theravance Biopharma (TBPH) | 3.3 | $14M | 934k | 14.92 | |
| CIGNA Corporation | 2.9 | $12M | 117k | 102.91 | |
| Hca Holdings (HCA) | 2.8 | $12M | 158k | 73.39 | |
| NVR (NVR) | 2.8 | $12M | 9.0k | 1275.32 | |
| Rockwell Automation (ROK) | 2.7 | $11M | 100k | 111.20 | |
| Alaska Air (ALK) | 2.5 | $11M | 176k | 59.76 | |
| Scripps Networks Interact In Cl A Com | 1.8 | $7.4M | 99k | 75.27 | |
| AutoZone (AZO) | 1.5 | $6.5M | 11k | 619.11 | |
| Barrick Gold Corp (GOLD) | 1.5 | $6.3M | 587k | 10.75 | |
| Micron Technology (MU) | 1.5 | $6.3M | 179k | 35.01 | |
| Gilead Sciences (GILD) | 1.4 | $5.9M | 63k | 94.27 | |
| Altisource Portfolio Solns S Reg Shs (ASPS) | 1.2 | $4.8M | 143k | 33.79 | |
| Goodyear Tire & Rubber Company (GT) | 0.7 | $2.9M | 102k | 28.57 | |
| Altisource Residential Corp CL B | 0.5 | $1.9M | 100k | 19.40 |
