Long Oar Global Investors as of Sept. 30, 2014
Portfolio Holdings for Long Oar Global Investors
Long Oar Global Investors holds 18 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Macquarie Infrastructure Company | 13.6 | $9.6M | 144k | 66.70 | |
| Cemex SAB de CV (CX) | 11.1 | $7.8M | 600k | 13.04 | |
| Cheniere Energy (LNG) | 9.2 | $6.5M | 81k | 80.02 | |
| Dow Chemical Company | 9.0 | $6.4M | 122k | 52.44 | |
| Williams Companies (WMB) | 7.3 | $5.2M | 94k | 55.35 | |
| DISH Network | 7.3 | $5.2M | 80k | 64.58 | |
| Anadarko Petroleum Corporation | 7.2 | $5.1M | 50k | 101.44 | |
| EQT Corporation (EQT) | 6.7 | $4.8M | 52k | 91.54 | |
| Alcoa | 4.7 | $3.3M | 205k | 16.09 | |
| Navistar International Corporation | 4.5 | $3.2M | 96k | 32.91 | |
| Mindray Medical International | 4.3 | $3.0M | 100k | 30.16 | |
| Valero Energy Corporation (VLO) | 3.7 | $2.6M | 56k | 46.27 | |
| Hertz Global Holdings | 2.7 | $1.9M | 75k | 25.39 | |
| Magna Intl Inc cl a (MGA) | 2.7 | $1.9M | 20k | 94.89 | |
| Diamond Offshore Drilling | 1.9 | $1.4M | 40k | 34.28 | |
| Phillips 66 (PSX) | 1.8 | $1.3M | 16k | 81.31 | |
| Paragon Offshore Plc equity | 1.7 | $1.2M | 200k | 6.15 | |
| Cliffs Natural Resources | 0.7 | $519k | 50k | 10.38 |
