LionEye Capital Management as of Dec. 31, 2012
Portfolio Holdings for LionEye Capital Management
LionEye Capital Management holds 47 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Plains Exploration & Production Company | 8.8 | $12M | 248k | 46.94 | |
| Spdr S&p 500 Etf (SPY) | 5.4 | $7.1M | 50k | 142.42 | |
| Wausau Paper | 4.9 | $6.4M | 743k | 8.66 | |
| MIPS Technologies | 4.6 | $6.1M | 780k | 7.80 | |
| Integrated Device Technology | 3.6 | $4.8M | 663k | 7.30 | |
| Ocwen Financial Corporation | 3.5 | $4.7M | 135k | 34.59 | |
| Compuware Corporation | 3.5 | $4.6M | 420k | 10.87 | |
| Ameristar Casinos | 3.4 | $4.5M | 172k | 26.24 | |
| Telephone And Data Systems (TDS) | 3.3 | $4.4M | 200k | 22.14 | |
| Nexen | 3.2 | $4.3M | 160k | 26.94 | |
| Delek US Holdings | 2.9 | $3.9M | 153k | 25.32 | |
| MetroPCS Communications | 2.8 | $3.7M | 375k | 9.94 | |
| Walter Investment Management | 2.6 | $3.5M | 81k | 43.02 | |
| Esterline Technologies Corporation | 2.6 | $3.4M | 54k | 63.61 | |
| US Airways | 2.5 | $3.4M | 250k | 13.50 | |
| Dole Food Company | 2.5 | $3.4M | 294k | 11.47 | |
| Shaw | 2.5 | $3.3M | 70k | 46.61 | |
| Cymer | 2.4 | $3.2M | 35k | 90.43 | |
| Corrections Corporation of America | 2.2 | $3.0M | 84k | 35.47 | |
| Hertz Global Holdings | 2.2 | $3.0M | 182k | 16.27 | |
| Jack in the Box (JACK) | 2.2 | $2.9M | 100k | 28.60 | |
| Murphy Oil Corporation (MUR) | 2.0 | $2.7M | 45k | 59.56 | |
| Office Depot | 2.0 | $2.6M | 800k | 3.28 | |
| Ryman Hospitality Pptys (RHP) | 1.7 | $2.3M | 60k | 38.47 | |
| Yahoo! | 1.7 | $2.2M | 113k | 19.90 | |
| Digital River | 1.7 | $2.2M | 154k | 14.38 | |
| Fifth & Pac Cos | 1.4 | $1.9M | 153k | 12.45 | |
| Michael Baker Corporation | 1.4 | $1.9M | 75k | 24.93 | |
| Quantum Corporation | 1.3 | $1.7M | 1.4M | 1.24 | |
| OfficeMax Incorporated | 1.3 | $1.7M | 171k | 9.76 | |
| MPG Office Trust | 1.3 | $1.7M | 540k | 3.08 | |
| tw tele | 1.1 | $1.5M | 60k | 25.47 | |
| Home Loan Servicing Solution ord | 1.1 | $1.5M | 80k | 18.90 | |
| Arris | 1.1 | $1.5M | 100k | 14.94 | |
| American Rlty Cap Tr | 1.0 | $1.3M | 113k | 11.54 | |
| CVR Energy (CVI) | 0.9 | $1.2M | 25k | 48.80 | |
| PRGX Global | 0.9 | $1.2M | 189k | 6.45 | |
| Caribou Coffee Company | 0.9 | $1.2M | 75k | 16.19 | |
| Delek Logistics Partners (DKL) | 0.9 | $1.2M | 50k | 23.00 | |
| Warner Chilcott Plc - | 0.9 | $1.1M | 95k | 12.04 | |
| Visteon Corporation (VC) | 0.8 | $1.1M | 20k | 53.80 | |
| Harvest Natural Resources | 0.7 | $907k | 100k | 9.07 | |
| Apple (AAPL) | 0.6 | $798k | 1.5k | 532.00 | |
| Verisign (VRSN) | 0.6 | $776k | 20k | 38.80 | |
| A.M. Castle & Co. | 0.4 | $546k | 37k | 14.76 | |
| Pinnacle Entertainment | 0.4 | $475k | 30k | 15.83 | |
| SandRidge Energy | 0.2 | $210k | 33k | 6.34 |
