Marianas Fund Management as of June 30, 2015
Portfolio Holdings for Marianas Fund Management
Marianas Fund Management holds 26 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 |
|---|---|---|---|---|---|
| Baidu (BIDU) | 13.7 | $69M | 344k | 199.08 | |
| Norwegian Cruise Line Hldgs (NCLH) | 9.0 | $45M | 806k | 56.04 | |
| Kraft Foods | 7.4 | $37M | 433k | 85.14 | |
| D.R. Horton (DHI) | 6.4 | $32M | 1.2M | 27.36 | |
| NVR (NVR) | 6.1 | $31M | 23k | 1340.00 | |
| Range Resources (RRC) | 5.0 | $25M | 507k | 49.38 | |
| JetBlue Airways Corporation (JBLU) | 4.4 | $22M | 1.1M | 20.76 | |
| Norfolk Southern (NSC) | 4.2 | $21M | 239k | 87.36 | |
| Bojangles | 4.1 | $20M | 854k | 23.86 | |
| Rock-Tenn Company | 3.7 | $19M | 308k | 60.20 | |
| priceline.com Incorporated | 3.5 | $18M | 15k | 1151.36 | |
| Eastman Chemical Company (EMN) | 3.1 | $16M | 190k | 81.82 | |
| Huntsman Corporation (HUN) | 3.1 | $15M | 695k | 22.07 | |
| Halliburton Company (HAL) | 2.8 | $14M | 328k | 43.07 | |
| WABCO Holdings | 2.7 | $13M | 108k | 123.72 | |
| Royal Caribbean Cruises (RCL) | 2.6 | $13M | 167k | 78.69 | |
| MeadWestva | 2.5 | $13M | 268k | 47.19 | |
| Home Depot (HD) | 2.5 | $13M | 113k | 111.13 | |
| Carnival Corporation (CCL) | 2.5 | $12M | 251k | 49.39 | |
| Baker Hughes Incorporated | 2.1 | $10M | 169k | 61.70 | |
| Platform Specialty Prods Cor | 1.9 | $9.6M | 375k | 25.58 | |
| Scorpio Tankers | 1.7 | $8.4M | 832k | 10.09 | |
| Kirby Corporation (KEX) | 1.5 | $7.7M | 100k | 76.66 | |
| Canadian Pacific Railway | 1.2 | $5.9M | 37k | 160.22 | |
| Howard Hughes | 1.1 | $5.5M | 39k | 143.53 | |
| Wesco Aircraft Holdings | 1.1 | $5.3M | 350k | 15.15 |
