Goldentree Asset Management as of March 31, 2014
Portfolio Holdings for Goldentree Asset Management
Goldentree Asset Management holds 23 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 |
|---|---|---|---|---|---|
| Sinclair Broadcast | 10.9 | $35M | 1.3M | 27.09 | |
| Louisiana-Pacific Corporation (LPX) | 9.9 | $32M | 1.9M | 16.87 | |
| Cloud Peak Energy | 9.2 | $30M | 1.4M | 21.14 | |
| Spirit Realty reit | 8.4 | $27M | 2.4M | 10.98 | |
| Delta Air Lines (DAL) | 6.5 | $21M | 601k | 34.65 | |
| American Capital | 5.9 | $19M | 1.2M | 15.79 | |
| Cit | 5.8 | $19M | 377k | 49.02 | |
| Avnet (AVT) | 5.6 | $18M | 383k | 46.53 | |
| Masonite International | 5.6 | $18M | 315k | 56.52 | |
| Halliburton Company (HAL) | 4.6 | $15M | 249k | 58.89 | |
| Southwestern Energy Company | 3.8 | $12M | 265k | 46.01 | |
| DineEquity (DIN) | 3.3 | $11M | 136k | 78.07 | |
| American International (AIG) | 3.0 | $9.8M | 195k | 50.01 | |
| News (NWSA) | 3.0 | $9.6M | 557k | 17.22 | |
| LifePoint Hospitals | 2.5 | $8.0M | 146k | 54.55 | |
| Outerwall | 2.5 | $7.9M | 109k | 72.50 | |
| Twenty-first Century Fox | 2.4 | $7.6M | 239k | 31.97 | |
| Fairpoint Communications | 1.7 | $5.3M | 389k | 13.60 | |
| Ply Gem Holdings | 1.5 | $4.7M | 375k | 12.63 | |
| Gilead Sciences (GILD) | 1.2 | $4.0M | 56k | 70.86 | |
| Mbia (MBI) | 1.2 | $3.8M | 273k | 13.99 | |
| Cdw (CDW) | 1.1 | $3.7M | 133k | 27.44 | |
| Lgi Homes (LGIH) | 0.2 | $761k | 44k | 17.25 |
