Karamaan as of Sept. 30, 2015
Portfolio Holdings for Karamaan
Karamaan holds 25 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | 16.5 | $16M | 354k | 44.87 | |
| Micron Technology (MU) | 14.6 | $14M | 940k | 14.98 | |
| Western Digital (WDC) | 10.9 | $11M | 132k | 79.44 | |
| Ubiquiti Networks | 8.6 | $8.3M | 245k | 33.89 | |
| Seagate Technology Com Stk | 6.3 | $6.1M | 135k | 44.80 | |
| Metropcs Communications (TMUS) | 5.6 | $5.4M | 134k | 39.81 | |
| Hldgs (UAL) | 4.7 | $4.6M | 86k | 53.05 | |
| Chesapeake Energy Corporation | 4.7 | $4.5M | 614k | 7.33 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.8 | $3.6M | 165k | 21.86 | |
| Hollyfrontier Corp | 3.5 | $3.3M | 68k | 48.84 | |
| Phillips 66 (PSX) | 2.3 | $2.2M | 29k | 76.84 | |
| Newfield Exploration | 2.0 | $1.9M | 59k | 32.90 | |
| TeleNav | 1.8 | $1.7M | 217k | 7.81 | |
| PowerShares QQQ Trust, Series 1 | 1.7 | $1.6M | 16k | 101.75 | |
| Ensco Plc Shs Class A | 1.7 | $1.6M | 116k | 14.08 | |
| Michael Kors Holdings | 1.5 | $1.5M | 35k | 42.23 | |
| Comstock Resources | 1.5 | $1.4M | 756k | 1.91 | |
| Nxp Semiconductors N V (NXPI) | 1.5 | $1.4M | 16k | 87.08 | |
| EOG Resources (EOG) | 1.4 | $1.4M | 19k | 72.79 | |
| American Airls (AAL) | 1.2 | $1.2M | 30k | 38.83 | |
| iShares Russell 2000 Index (IWM) | 1.1 | $1.1M | 10k | 109.20 | |
| Sunpower (SPWR) | 1.0 | $982k | 49k | 20.05 | |
| Valero Energy Corporation (VLO) | 0.8 | $751k | 13k | 60.08 | |
| Corning Incorporated (GLW) | 0.7 | $685k | 40k | 17.12 | |
| salesforce (CRM) | 0.6 | $597k | 8.6k | 69.42 |
