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 |
