Ospraie Management as of March 31, 2014
Portfolio Holdings for Ospraie Management
Ospraie Management holds 23 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adecoagro S A (AGRO) | 35.2 | $87M | 11M | 8.16 | |
| Halliburton Company (HAL) | 9.6 | $24M | 403k | 58.89 | |
| Molson Coors Brewing Company (TAP) | 5.7 | $14M | 240k | 58.86 | |
| D.R. Horton (DHI) | 4.9 | $12M | 559k | 21.65 | |
| Ihs | 4.8 | $12M | 98k | 121.50 | |
| Rock-Tenn Company | 4.6 | $11M | 107k | 105.57 | |
| Air Products & Chemicals (APD) | 4.1 | $10M | 86k | 119.04 | |
| Hertz Global Holdings | 4.0 | $9.9M | 372k | 26.64 | |
| Avis Budget (CAR) | 3.7 | $9.1M | 188k | 48.70 | |
| Owens Corning (OC) | 3.5 | $8.6M | 199k | 43.17 | |
| Scorpio Bulkers | 2.9 | $7.1M | 703k | 10.11 | |
| JetBlue Airways Corporation (JBLU) | 2.7 | $6.7M | 771k | 8.69 | |
| Hldgs (UAL) | 2.2 | $5.5M | 123k | 44.63 | |
| Dresser-Rand | 1.9 | $4.7M | 80k | 58.41 | |
| NVR (NVR) | 1.8 | $4.6M | 4.0k | 1146.98 | |
| Golar Lng (GLNG) | 1.5 | $3.8M | 90k | 41.69 | |
| Southwest Airlines (LUV) | 1.3 | $3.3M | 139k | 23.61 | |
| American Airls (AAL) | 1.3 | $3.3M | 89k | 36.60 | |
| Market Vectors Gold Miners ETF | 1.3 | $3.1M | 132k | 23.60 | |
| Reliance Steel & Aluminum (RS) | 1.1 | $2.8M | 40k | 70.65 | |
| Industries N shs - a - (LYB) | 1.1 | $2.8M | 31k | 88.94 | |
| JinkoSolar Holding (JKS) | 0.8 | $2.0M | 70k | 27.95 | |
| Eldorado Gold Corp | 0.1 | $314k | 56k | 5.59 |
