Luxor Capital as of Sept. 30, 2013
Portfolio Holdings for Luxor Capital
Luxor Capital holds 35 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 58.2 | $4.1B | 25M | 168.10 | |
| Madison Square Garden | 4.7 | $334M | 5.8M | 58.07 | |
| At&t (T) | 3.6 | $259M | 7.7M | 33.82 | |
| Ing U S | 2.7 | $193M | 6.6M | 29.21 | |
| ResMed (RMD) | 2.6 | $187M | 3.5M | 52.82 | |
| Twenty-first Century Fox | 2.6 | $184M | 5.5M | 33.50 | |
| Altisource Portfolio Solns S reg | 2.5 | $181M | 1.3M | 140.01 | |
| Lyon William Homes cl a | 2.4 | $173M | 8.6M | 20.10 | |
| Cole Real Estate Invts | 2.4 | $173M | 14M | 12.26 | |
| Vodafone | 2.3 | $162M | 4.6M | 35.18 | |
| SPECTRUM BRANDS Hldgs | 2.1 | $151M | 2.3M | 65.84 | |
| Verizon Communications (VZ) | 2.1 | $150M | 3.2M | 46.66 | |
| American Realty Capital Prop | 1.9 | $133M | 11M | 12.20 | |
| Melco Crown Entertainment (MLCO) | 1.7 | $121M | 3.8M | 31.83 | |
| Penn National Gaming (PENN) | 1.4 | $96M | 1.7M | 55.36 | |
| Lamar Advertising Company | 1.2 | $87M | 1.8M | 47.03 | |
| Hertz Global Holdings | 1.0 | $70M | 3.1M | 22.16 | |
| Mohawk Industries (MHK) | 0.7 | $52M | 400k | 130.25 | |
| Nordion | 0.6 | $43M | 5.0M | 8.63 | |
| Hemisphere Media | 0.5 | $38M | 3.2M | 11.75 | |
| Discovery Communications | 0.5 | $33M | 426k | 78.12 | |
| Altisource Asset Management (AAMCF) | 0.5 | $33M | 62k | 533.00 | |
| InterOil Corporation | 0.4 | $28M | 393k | 71.31 | |
| Journal Communications | 0.3 | $21M | 2.4M | 8.55 | |
| Autodesk (ADSK) | 0.3 | $20M | 482k | 41.17 | |
| Fox News | 0.3 | $20M | 587k | 33.40 | |
| Seaworld Entertainment (PRKS) | 0.1 | $10M | 347k | 29.63 | |
| Myriad Genetics (MYGN) | 0.1 | $9.5M | 404k | 23.50 | |
| Tower Group International | 0.1 | $7.3M | 1.0M | 7.00 | |
| Harbinger | 0.1 | $6.6M | 650k | 10.16 | |
| E TRADE Financial Corporation | 0.0 | $2.4M | 145k | 16.50 | |
| Altisource Residential Corp cl b | 0.0 | $2.3M | 100k | 22.98 | |
| Homex Development | 0.0 | $1.1M | 541k | 2.12 | |
| Cardero Resource Corp | 0.0 | $1.7M | 9.9M | 0.17 | |
| Lear Corporation (LEA) | 0.0 | $805k | 11k | 71.61 |