Karamaan Group as of Sept. 30, 2014
Portfolio Holdings for Karamaan Group
Karamaan Group holds 22 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 11.5 | $13M | 137k | 97.32 | |
| Micron Technology (MU) | 10.8 | $13M | 367k | 34.26 | |
| Amazon Put Option (AMZN) | 8.2 | $9.5M | 30k | 322.43 | |
| Apple (AAPL) | 8.1 | $9.4M | 94k | 100.77 | |
| Delta Air Lines Inc Del Com New (DAL) | 7.7 | $9.0M | 249k | 36.15 | |
| Chesapeake Energy Corporation | 5.9 | $6.9M | 299k | 22.99 | |
| Newfield Exploration | 5.7 | $6.7M | 180k | 37.07 | |
| Ubiquiti Networks | 4.9 | $5.7M | 153k | 37.53 | |
| Seagate Technology SHS | 4.8 | $5.6M | 98k | 57.27 | |
| Comstock Res Com New | 4.3 | $5.0M | 270k | 18.62 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.2 | $4.8M | 148k | 32.69 | |
| Metropcs Communications (TMUS) | 3.9 | $4.6M | 159k | 28.87 | |
| salesforce Put Option (CRM) | 3.5 | $4.1M | 71k | 57.54 | |
| TeleNav | 3.1 | $3.6M | 533k | 6.70 | |
| Sunpower (SPWR) | 2.6 | $3.0M | 90k | 33.88 | |
| Hollyfrontier Corp | 2.6 | $3.0M | 68k | 43.68 | |
| Ensco Shs Class A | 2.5 | $2.9M | 71k | 41.31 | |
| JetBlue Airways Corporation (JBLU) | 2.3 | $2.7M | 257k | 10.62 | |
| Level 3 Communications Com New | 1.2 | $1.4M | 30k | 45.73 | |
| Forest Oil Corp Com Par $0.01 | 0.9 | $1.1M | 924k | 1.17 | |
| Actuate Corporation | 0.7 | $783k | 201k | 3.90 | |
| Seventy Seven Energy | 0.4 | $427k | 18k | 23.75 |
