Kellner Capital as of Dec. 31, 2014
Portfolio Holdings for Kellner Capital
Kellner Capital holds 36 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Covidien | 14.2 | $21M | 204k | 102.28 | |
Rockwood Holdings | 10.8 | $16M | 200k | 78.80 | |
Allergan | 7.2 | $11M | 50k | 212.59 | |
Hudson City Ban | 7.2 | $11M | 1.0M | 10.12 | |
Time Warner Cable | 6.2 | $9.1M | 60k | 152.06 | |
Sigma-Aldrich Corporation | 5.5 | $8.1M | 59k | 137.28 | |
Cubist Pharmaceuticals | 4.8 | $7.1M | 70k | 100.66 | |
Family Dollar Stores | 4.2 | $6.1M | 77k | 79.21 | |
CareFusion Corporation | 3.9 | $5.7M | 96k | 59.34 | |
Glimcher Realty Trust | 3.7 | $5.4M | 390k | 13.74 | |
Susquehanna Bancshares | 3.0 | $4.4M | 326k | 13.43 | |
Riverbed Technology | 2.9 | $4.2M | 206k | 20.41 | |
Sirius Xm Holdings | 2.8 | $4.1M | 1.2M | 3.50 | |
Auxilium Pharmaceuticals | 2.7 | $4.0M | 116k | 34.39 | |
Covance | 2.5 | $3.6M | 35k | 103.83 | |
International Game Technology | 2.1 | $3.0M | 176k | 17.25 | |
Lorillard | 1.9 | $2.8M | 45k | 62.95 | |
Baker Hughes Incorporated | 1.7 | $2.5M | 45k | 56.07 | |
Dresser-Rand | 1.6 | $2.4M | 29k | 81.79 | |
Directv | 1.6 | $2.3M | 26k | 86.69 | |
International Rectifier Corporation | 1.5 | $2.1M | 54k | 39.91 | |
TriQuint Semiconductor | 1.2 | $1.8M | 66k | 27.55 | |
AstraZeneca (AZN) | 1.1 | $1.6M | 23k | 70.39 | |
Sapient Corporation | 0.9 | $1.4M | 56k | 24.88 | |
Spansion | 0.9 | $1.3M | 38k | 34.22 | |
Hertz Global Holdings | 0.6 | $935k | 38k | 24.93 | |
PetSmart | 0.6 | $846k | 10k | 81.35 | |
Pepco Holdings | 0.6 | $819k | 30k | 26.94 | |
Yahoo! | 0.5 | $758k | 15k | 50.53 | |
Talisman Energy Inc Com Stk | 0.4 | $639k | 82k | 7.83 | |
Equity Commonwealth (EQC) | 0.4 | $642k | 25k | 25.68 | |
Ventas (VTR) | 0.3 | $466k | 6.5k | 71.67 | |
Ceva (CEVA) | 0.2 | $246k | 250.00 | 984.00 | |
Globalstar (GSAT) | 0.1 | $189k | 69k | 2.76 | |
Covisint | 0.0 | $51k | 19k | 2.64 | |
Community Health Sys Inc New right 01/27/2016 | 0.0 | $4.0k | 132k | 0.03 |