Poplar Forest Capital

Poplar Forest Capital as of March 31, 2014

Portfolio Holdings for Poplar Forest Capital

Poplar Forest Capital holds 49 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
Hewlett-Packard Company 5.5 $51M 1.6M 32.36
Baker Hughes Incorporated 4.7 $44M 683k 65.02
Halliburton Company (HAL) 4.6 $43M 731k 58.89
Aetna 4.5 $42M 565k 74.97
Microsoft Corporation (MSFT) 4.5 $42M 1.0M 40.99
Eli Lilly & Co. (LLY) 4.3 $41M 693k 58.86
Lincoln National Corporation (LNC) 4.2 $40M 782k 50.67
Te Connectivity Ltd for (TEL) 4.1 $39M 644k 60.21
Baxter International (BAX) 4.0 $38M 509k 73.58
Bank of America Corporation (BAC) 4.0 $37M 2.2M 17.20
Avon Products 3.9 $36M 2.5M 14.64
American International (AIG) 3.8 $35M 709k 50.01
Citigroup (C) 3.7 $35M 737k 47.60
Xerox Corporation 3.7 $35M 3.1M 11.30
Sealed Air (SEE) 3.1 $29M 877k 32.87
JPMorgan Chase & Co. (JPM) 2.9 $27M 447k 60.71
Electronic Arts (EA) 2.8 $26M 911k 29.01
MetLife (MET) 2.8 $26M 497k 52.80
Allstate Corporation (ALL) 2.8 $26M 461k 56.58
Alcoa 2.6 $25M 1.9M 12.87
Staples 2.6 $25M 2.2M 11.34
General Electric Company 2.6 $25M 946k 25.89
Omni (OMC) 2.6 $25M 337k 72.60
Ultra Petroleum 2.6 $24M 899k 26.89
Intersil Corporation 2.2 $21M 1.6M 12.92
AECOM Technology Corporation (ACM) 2.1 $19M 600k 32.17
Wpx Energy 2.0 $18M 1.0M 18.03
Actavis 1.4 $14M 66k 205.85
Reliance Steel & Aluminum (RS) 1.2 $12M 164k 70.66
URS Corporation 1.0 $9.8M 208k 47.06
R.R. Donnelley & Sons Company 1.0 $9.0M 500k 17.90
Pfizer (PFE) 0.3 $2.7M 84k 32.12
Procter & Gamble Company (PG) 0.3 $2.6M 33k 80.59
3M Company (MMM) 0.2 $2.1M 16k 135.66
Johnson & Johnson (JNJ) 0.2 $2.0M 21k 98.21
Bristol Myers Squibb (BMY) 0.2 $1.6M 31k 51.94
Emerson Electric (EMR) 0.2 $1.5M 22k 66.79
International Business Machines (IBM) 0.1 $1.2M 6.1k 192.41
Abbvie (ABBV) 0.1 $976k 19k 51.40
Abbott Laboratories (ABT) 0.1 $731k 19k 38.49
GlaxoSmithKline 0.1 $730k 14k 53.46
Pepsi (PEP) 0.1 $681k 8.2k 83.46
Exxon Mobil Corporation (XOM) 0.1 $539k 5.5k 97.64
Oracle Corporation (ORCL) 0.0 $362k 8.8k 40.96
Chevron Corporation (CVX) 0.0 $301k 2.5k 119.07
Spdr S&p 500 Etf (SPY) 0.0 $317k 1.7k 186.80
Humana (HUM) 0.0 $242k 2.2k 112.56
Progressive Corporation (PGR) 0.0 $206k 8.5k 24.24
SanDisk Corporation 0.0 $219k 2.7k 81.11