Litespeed Management as of June 30, 2013
Portfolio Holdings for Litespeed Management
Litespeed Management holds 15 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 |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 12.1 | $66M | 2.7M | 24.81 | |
| McGraw-Hill Companies | 11.4 | $63M | 1.2M | 53.19 | |
| SandRidge Energy | 11.3 | $62M | 13M | 4.76 | |
| Theravance | 10.7 | $58M | 1.5M | 38.53 | |
| Freeport-McMoRan Copper & Gold (FCX) | 9.7 | $53M | 1.9M | 27.61 | |
| Tronox | 8.7 | $47M | 2.3M | 20.15 | |
| Diamond Foods | 8.3 | $45M | 2.2M | 20.75 | |
| Apache Corporation | 6.6 | $36M | 430k | 83.83 | |
| Anadarko Petroleum Corporation | 6.3 | $35M | 402k | 85.93 | |
| Macquarie Infrastructure Company | 4.7 | $26M | 485k | 53.45 | |
| National Bank Hldgsk (NBHC) | 4.4 | $24M | 1.2M | 19.70 | |
| Gray Television (GTN) | 2.4 | $13M | 1.8M | 7.20 | |
| Luxfer Holdings | 2.0 | $11M | 687k | 15.85 | |
| Vical Incorporated | 0.8 | $4.4M | 1.4M | 3.13 | |
| ICU Medical, Incorporated (ICUI) | 0.6 | $3.4M | 47k | 72.06 |
