Karsch Capital Management as of June 30, 2013
Portfolio Holdings for Karsch Capital Management
Karsch Capital Management holds 28 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Viacom CL B | 8.9 | $104M | 1.5M | 68.05 | |
| Yahoo! | 8.0 | $94M | 3.7M | 25.11 | |
| Expedia Inc Del Com New (EXPE) | 7.4 | $88M | 1.5M | 60.15 | |
| Liberty Global SHS CL C | 6.2 | $73M | 1.1M | 67.89 | |
| PPG Industries (PPG) | 5.9 | $70M | 477k | 146.41 | |
| Express Scripts Holding | 5.7 | $68M | 1.1M | 61.69 | |
| Hertz Global Holdings | 5.3 | $62M | 2.5M | 24.80 | |
| Autodesk (ADSK) | 4.8 | $56M | 1.7M | 33.94 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $49M | 1.1M | 45.56 | |
| Precision Castparts | 3.9 | $46M | 204k | 226.01 | |
| Liberty Global Shs Cl A | 3.6 | $43M | 579k | 74.08 | |
| Cbs Corp CL B | 3.6 | $42M | 860k | 48.87 | |
| Pfizer (PFE) | 3.5 | $41M | 1.5M | 28.01 | |
| Shire Sponsored Adr | 3.5 | $41M | 430k | 95.11 | |
| Tyco International SHS | 3.3 | $39M | 1.2M | 32.95 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $33M | 208k | 160.97 | |
| Boeing Company (BA) | 2.8 | $33M | 321k | 102.44 | |
| CarMax (KMX) | 2.7 | $32M | 692k | 46.16 | |
| Starbucks Corporation (SBUX) | 2.5 | $29M | 445k | 65.49 | |
| Valspar Corporation | 2.4 | $29M | 444k | 64.67 | |
| Ply Gem Holdings | 2.1 | $24M | 1.2M | 20.06 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $21M | 250k | 84.63 | |
| Vodafone Group Spons Adr New | 1.3 | $15M | 516k | 28.74 | |
| E.I. du Pont de Nemours & Company Put Option | 1.0 | $12M | 231k | 52.50 | |
| BE Aerospace | 1.0 | $12M | 191k | 63.08 | |
| J.B. Hunt Transport Services (JBHT) | 0.9 | $11M | 145k | 72.24 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $6.1M | 39k | 156.78 | |
| Ishares Tr Russell 2000 (IWM) | 0.4 | $4.6M | 47k | 97.17 |
