Hawkeye Capital Management

Hawkeye Capital Management as of March 31, 2014

Portfolio Holdings for Hawkeye Capital Management

Hawkeye Capital Management holds 13 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
KapStone Paper and Packaging 17.4 $62M 2.2M 28.84
BP (BP) 15.6 $56M 1.2M 48.10
CF Industries Holdings (CF) 13.5 $48M 185k 260.64
Micron Technology (MU) 12.4 $44M 1.9M 23.66
Suncoke Energy (SXC) 11.6 $41M 1.8M 22.84
Aircastle 8.2 $29M 1.5M 19.38
Anadarko Petroleum Corporation 5.9 $21M 250k 84.76
Avis Budget (CAR) 5.0 $18M 367k 48.70
Wabash National Corporation (WNC) 5.0 $18M 1.3M 13.76
Graphic Packaging Holding Company (GPK) 2.4 $8.5M 836k 10.16
Semgroup Corp cl a 1.7 $6.0M 92k 65.68
Town Sports International Holdings 1.2 $4.4M 519k 8.49
Collabrium Japan Acquisitn C *w exp 99/99/999 0.0 $105k 750k 0.14