Ramsey Asset Management

Ramsey Asset Management as of June 30, 2013

Portfolio Holdings for Ramsey Asset Management

Ramsey Asset Management holds 43 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Swift Transportation Company 9.3 $6.2M 373k 16.54
US Airways 6.3 $4.2M 257k 16.42
JPMorgan Chase & Co. (JPM) 5.4 $3.6M 68k 52.80
Hldgs (UAL) 5.1 $3.4M 109k 31.29
Microsoft Corporation (MSFT) 4.5 $3.0M 87k 34.55
Bank of America Corporation (BAC) 4.3 $2.9M 224k 12.86
Intel Corporation (INTC) 4.2 $2.8M 115k 24.23
CONSOL Energy 4.2 $2.8M 102k 27.10
Proshares Ultrashort 20+y Tr etf (TBT) 4.1 $2.7M 37k 72.44
Marvell Technology Group 4.0 $2.7M 230k 11.71
MetLife (MET) 4.0 $2.6M 57k 45.77
Lazard Ltd-cl A shs a 2.7 $1.8M 55k 32.15
Oracle Corporation (ORCL) 2.1 $1.4M 45k 30.71
Capitol Acquisition 1.9 $1.3M 129k 10.10
Bristol Myers Squibb (BMY) 1.4 $960k 22k 44.68
Ca 1.4 $959k 34k 28.63
Boardwalk Pipeline Partners 1.4 $951k 32k 30.19
Time Warner 1.4 $935k 16k 57.85
Campbell Soup Company (CPB) 1.4 $931k 21k 44.77
Via 1.4 $920k 14k 68.00
Becton, Dickinson and (BDX) 1.4 $919k 9.3k 98.82
ConAgra Foods (CAG) 1.4 $920k 26k 34.93
Johnson & Johnson (JNJ) 1.4 $911k 11k 85.88
NetApp (NTAP) 1.4 $907k 24k 37.79
Waste Management (WM) 1.4 $894k 22k 40.32
Darden Restaurants (DRI) 1.4 $894k 18k 50.47
Archer Daniels Midland Company (ADM) 1.3 $888k 26k 33.89
Quest Diagnostics Incorporated (DGX) 1.3 $886k 15k 60.62
Target Corporation (TGT) 1.3 $873k 13k 68.85
Energy Transfer Partners 1.3 $868k 17k 50.54
General Electric Company 1.3 $866k 37k 23.19
3M Company (MMM) 1.3 $855k 7.8k 109.32
ConocoPhillips (COP) 1.3 $850k 14k 60.50
K12 1.3 $849k 32k 26.28
Hovnanian Enterprises 1.3 $842k 150k 5.61
Emerson Electric (EMR) 1.2 $831k 15k 54.56
Pfizer (PFE) 1.2 $816k 29k 28.02
Norfolk Southern (NSC) 1.2 $817k 11k 72.62
Procter & Gamble Company (PG) 1.2 $819k 11k 77.02
SYSCO Corporation (SYY) 1.2 $787k 23k 34.16
E.I. du Pont de Nemours & Company 1.2 $776k 15k 52.51
Customers Ban (CUBI) 1.1 $731k 45k 16.24
CenturyLink 1.0 $656k 19k 35.34