Karsch Capital Management as of Sept. 30, 2013
Portfolio Holdings for Karsch Capital Management
Karsch Capital Management holds 24 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jarden Corporation | 8.9 | $7.5M | 155k | 48.40 | |
| Liberty Global SHS CL C | 8.8 | $7.5M | 99k | 75.43 | |
| Disney Walt Com Disney (DIS) | 7.2 | $6.1M | 94k | 64.49 | |
| Johnson Controls | 7.1 | $6.0M | 145k | 41.50 | |
| Twenty First Centy Fox Cl A | 6.5 | $5.5M | 163k | 33.51 | |
| Viacom CL B | 4.6 | $3.9M | 46k | 83.58 | |
| Comcast Corp Cl A (CMCSA) | 4.4 | $3.7M | 83k | 45.12 | |
| Moody's Corporation (MCO) | 4.2 | $3.6M | 51k | 70.33 | |
| Cbs Corp CL B | 3.8 | $3.2M | 58k | 55.16 | |
| Agilent Technologies Inc C ommon (A) | 3.5 | $3.0M | 59k | 51.25 | |
| Visteon Corp Com New (VC) | 3.4 | $2.9M | 38k | 75.63 | |
| Dollar General (DG) | 3.4 | $2.9M | 51k | 56.47 | |
| Fifth & Pac Cos | 3.4 | $2.8M | 113k | 25.13 | |
| Conn's (CONN) | 3.3 | $2.8M | 55k | 50.04 | |
| Google Cl A | 3.2 | $2.7M | 3.1k | 876.04 | |
| Yahoo! | 3.2 | $2.7M | 82k | 33.17 | |
| Beam | 3.2 | $2.7M | 42k | 64.64 | |
| Lowe's Companies (LOW) | 3.2 | $2.7M | 57k | 47.61 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $2.6M | 29k | 92.17 | |
| Cogent Comm Group Com New (CCOI) | 2.6 | $2.2M | 69k | 32.25 | |
| H&R Block (HRB) | 2.6 | $2.2M | 81k | 26.65 | |
| Realogy Hldgs (HOUS) | 2.5 | $2.1M | 49k | 43.02 | |
| Constellation Brands Cl A (STZ) | 2.1 | $1.7M | 30k | 57.39 | |
| W.W. Grainger (GWW) | 1.9 | $1.6M | 6.0k | 261.67 |
