Ramsey Asset Management as of Dec. 31, 2012
Portfolio Holdings for Ramsey Asset Management
Ramsey Asset Management holds 36 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Gold Trust (GLD) | 6.6 | $3.5M | 22k | 162.02 | |
| US Airways | 6.5 | $3.5M | 257k | 13.50 | |
| Swift Transportation Company | 6.4 | $3.4M | 373k | 9.12 | |
| JPMorgan Chase & Co. (JPM) | 5.7 | $3.0M | 68k | 43.97 | |
| Bank of America Corporation (BAC) | 4.9 | $2.6M | 224k | 11.61 | |
| Hldgs (UAL) | 4.8 | $2.5M | 109k | 23.38 | |
| Royal Caribbean Cruises (RCL) | 4.7 | $2.5M | 74k | 34.00 | |
| J.C. Penney Company | 4.5 | $2.4M | 121k | 19.71 | |
| CONSOL Energy | 4.3 | $2.3M | 72k | 32.10 | |
| Intel Corporation (INTC) | 3.7 | $2.0M | 95k | 20.62 | |
| Sap (SAP) | 3.3 | $1.8M | 22k | 80.36 | |
| Cooper Tire & Rubber Company | 3.2 | $1.7M | 66k | 25.35 | |
| Marvell Technology Group | 2.9 | $1.6M | 215k | 7.26 | |
| 2.9 | $1.6M | 2.2k | 707.27 | ||
| Oracle Corporation (ORCL) | 2.8 | $1.5M | 45k | 33.31 | |
| Apple (AAPL) | 2.8 | $1.5M | 2.8k | 532.25 | |
| Microsoft Corporation (MSFT) | 2.4 | $1.3M | 47k | 26.71 | |
| Morgan Stanley (MS) | 2.2 | $1.2M | 61k | 19.11 | |
| Lazard Ltd-cl A shs a | 1.8 | $959k | 32k | 29.85 | |
| Eastman Chemical Company (EMN) | 1.6 | $878k | 13k | 68.02 | |
| Emerson Electric (EMR) | 1.5 | $807k | 15k | 52.98 | |
| ConAgra Foods (CAG) | 1.5 | $777k | 26k | 29.50 | |
| Time Warner | 1.4 | $773k | 16k | 47.83 | |
| Johnson & Johnson (JNJ) | 1.4 | $744k | 11k | 70.14 | |
| Pfizer (PFE) | 1.4 | $730k | 29k | 25.07 | |
| 3M Company (MMM) | 1.4 | $726k | 7.8k | 92.83 | |
| SYSCO Corporation (SYY) | 1.4 | $729k | 23k | 31.64 | |
| Campbell Soup Company (CPB) | 1.4 | $726k | 21k | 34.91 | |
| CenturyLink | 1.4 | $726k | 19k | 39.11 | |
| Procter & Gamble Company (PG) | 1.4 | $722k | 11k | 67.90 | |
| Archer Daniels Midland Company (ADM) | 1.4 | $718k | 26k | 27.40 | |
| Via | 1.3 | $714k | 14k | 52.77 | |
| Bristol Myers Squibb (BMY) | 1.3 | $700k | 22k | 32.58 | |
| Abbott Laboratories (ABT) | 1.3 | $699k | 11k | 65.49 | |
| Norfolk Southern (NSC) | 1.3 | $696k | 11k | 61.87 | |
| E.I. du Pont de Nemours & Company | 1.2 | $665k | 15k | 45.00 |
