Nokota Management as of March 31, 2015
Portfolio Holdings for Nokota Management
Nokota Management holds 66 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Call Call Option | 23.0 | $826M | 4.0M | 206.43 | |
| Spdr S&p 500 Etf Tr Put Put Option | 14.4 | $516M | 2.5M | 206.43 | |
| Powershares Qqq Trust Call Call Option | 13.2 | $475M | 4.5M | 105.60 | |
| Ishares Tr Call Call Option | 9.5 | $342M | 2.8M | 124.37 | |
| Alibaba Group Hldg Call Call Option | 2.9 | $104M | 1.3M | 83.24 | |
| Google CL C | 2.4 | $85M | 155k | 548.00 | |
| Google Call Call Option | 2.3 | $82M | 150k | 548.00 | |
| Goodyear Tire & Rubber Company (GT) | 2.1 | $74M | 2.7M | 27.08 | |
| Hd Supply | 1.7 | $61M | 2.0M | 31.15 | |
| Brookdale Senior Living (BKD) | 1.4 | $49M | 1.3M | 37.76 | |
| Ctrip Com Intl Call Call Option | 1.3 | $47M | 801k | 58.62 | |
| Gray Television (GTN) | 1.3 | $46M | 3.3M | 13.82 | |
| Facebook Call Call Option | 1.3 | $45M | 550k | 82.21 | |
| Apple (AAPL) | 1.2 | $44M | 350k | 124.43 | |
| Bank of America Corporation (BAC) | 0.9 | $33M | 2.1M | 15.39 | |
| Mohawk Industries (MHK) | 0.9 | $31M | 166k | 185.75 | |
| Caesars Entertainment | 0.9 | $31M | 2.9M | 10.53 | |
| Avis Budget (CAR) | 0.8 | $30M | 500k | 59.02 | |
| American Airls (AAL) | 0.8 | $29M | 547k | 52.78 | |
| Cisco Systems (CSCO) | 0.8 | $28M | 1.0M | 27.52 | |
| Rcs Cap Corp Com Cl A | 0.7 | $26M | 2.5M | 10.64 | |
| Sinclair Broadcast Group Cl A | 0.7 | $26M | 812k | 31.41 | |
| Ctrip Com Intl American Dep Shs | 0.7 | $25M | 418k | 58.62 | |
| Signet Jewelers SHS (SIG) | 0.7 | $24M | 176k | 138.79 | |
| Unisys Corp Com New (UIS) | 0.7 | $24M | 1.0M | 23.21 | |
| BE Aerospace | 0.6 | $22M | 340k | 63.62 | |
| Tableau Software Cl A | 0.6 | $21M | 231k | 92.52 | |
| Caesars Acquisition Cl A | 0.5 | $19M | 2.8M | 6.80 | |
| Amazon Call Call Option | 0.5 | $19M | 50k | 372.10 | |
| Trinet (TNET) | 0.5 | $19M | 526k | 35.23 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.5 | $18M | 520k | 35.33 | |
| Vector (VGR) | 0.5 | $18M | 834k | 21.97 | |
| Qlik Technologies | 0.5 | $18M | 576k | 31.13 | |
| KBR (KBR) | 0.5 | $18M | 1.2M | 14.48 | |
| Orion Engineered Carbons (OEC) | 0.5 | $16M | 904k | 18.00 | |
| General Motors Company (GM) | 0.4 | $16M | 425k | 37.50 | |
| Regions Financial Corporation (RF) | 0.4 | $14M | 1.5M | 9.45 | |
| Cornerstone Ondemand | 0.4 | $14M | 474k | 28.89 | |
| Envision Healthcare Hlds | 0.4 | $14M | 356k | 38.35 | |
| Hldgs (UAL) | 0.4 | $14M | 200k | 67.25 | |
| Owens Corning (OC) | 0.4 | $13M | 304k | 43.40 | |
| Turquoisehillres | 0.4 | $13M | 4.2M | 3.12 | |
| Aercap Holdings Nv SHS (AER) | 0.4 | $13M | 300k | 43.65 | |
| Williams Companies (WMB) | 0.4 | $13M | 250k | 50.59 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 0.3 | $12M | 370k | 33.28 | |
| MGIC Investment (MTG) | 0.3 | $12M | 1.3M | 9.63 | |
| Zimmer Holdings (ZBH) | 0.3 | $12M | 100k | 117.52 | |
| Ingram Micro Cl A | 0.3 | $11M | 450k | 25.12 | |
| Northstar Rlty Fin Corp Com New | 0.3 | $11M | 600k | 18.12 | |
| Insulet Corporation (PODD) | 0.3 | $11M | 326k | 33.35 | |
| Pbf Energy Cl A (PBF) | 0.3 | $11M | 309k | 33.92 | |
| Micron Technology (MU) | 0.3 | $9.1M | 335k | 27.13 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.3 | $9.1M | 330k | 27.45 | |
| KAR Auction Services (OPLN) | 0.2 | $8.9M | 235k | 37.93 | |
| Klx Inc Com $0.01 | 0.2 | $8.7M | 226k | 38.54 | |
| Axiall | 0.2 | $8.6M | 183k | 46.94 | |
| Tim Participacoes S A Sponsored Adr | 0.2 | $7.9M | 475k | 16.58 | |
| Epam Systems (EPAM) | 0.2 | $7.4M | 120k | 61.29 | |
| Sprint Corp Com Ser 1 | 0.2 | $7.1M | 1.5M | 4.74 | |
| Travelport Worldwide SHS | 0.2 | $6.0M | 358k | 16.70 | |
| Del Friscos Restaurant | 0.2 | $5.7M | 285k | 20.15 | |
| Lam Research Corporation | 0.1 | $5.3M | 75k | 70.24 | |
| Halyard Health | 0.1 | $4.6M | 93k | 49.20 | |
| United Rentals (URI) | 0.1 | $4.6M | 50k | 91.16 | |
| Ruckus Wireless | 0.1 | $3.9M | 300k | 12.87 | |
| Scorpio Bulkers SHS | 0.0 | $1.8M | 744k | 2.37 |