Long Oar Global Investors as of June 30, 2015
Portfolio Holdings for Long Oar Global Investors
Long Oar Global Investors holds 15 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fortinet (FTNT) | 14.9 | $7.9M | 190k | 41.33 | |
| Kansas City Southern | 12.2 | $6.4M | 70k | 91.20 | |
| Airgas | 10.1 | $5.3M | 50k | 105.78 | |
| Goodyear Tire & Rubber Company (GT) | 8.6 | $4.5M | 150k | 30.15 | |
| Carnival Corporation (CCL) | 7.5 | $4.0M | 80k | 49.39 | |
| Cdk Global Inc equities | 7.2 | $3.8M | 70k | 53.99 | |
| SouFun Holdings | 6.4 | $3.4M | 400k | 8.41 | |
| Royal Caribbean Cruises (RCL) | 5.5 | $2.9M | 37k | 78.69 | |
| Tower Semiconductor (TSEM) | 5.3 | $2.8M | 182k | 15.44 | |
| Macquarie Infrastructure Company | 5.3 | $2.8M | 34k | 82.64 | |
| DISH Network | 5.2 | $2.7M | 40k | 67.70 | |
| Sirius Xm Holdings (SIRI) | 4.6 | $2.4M | 650k | 3.73 | |
| Vodafone Group New Adr F (VOD) | 2.8 | $1.5M | 40k | 36.45 | |
| JetBlue Airways Corporation (JBLU) | 2.6 | $1.4M | 66k | 20.76 | |
| Humana (HUM) | 1.8 | $956k | 5.0k | 191.20 |
