Ratan Capital Management as of Sept. 30, 2013
Portfolio Holdings for Ratan Capital Management
Ratan Capital Management holds 26 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 18.9 | $64M | 610k | 104.33 | |
| CIRCOR International | 9.2 | $31M | 497k | 62.18 | |
| Charter Communications | 6.5 | $22M | 162k | 134.76 | |
| Forest Laboratories | 6.0 | $20M | 471k | 42.79 | |
| Post Holdings Inc Common (POST) | 5.8 | $20M | 482k | 40.37 | |
| Liberty Global Inc Com Ser A | 5.7 | $19M | 243k | 79.35 | |
| Microsoft Corporation (MSFT) | 5.2 | $17M | 522k | 33.28 | |
| Visa (V) | 4.6 | $15M | 81k | 191.10 | |
| Allergan | 4.0 | $14M | 150k | 90.45 | |
| John Bean Technologies Corporation (JBTM) | 3.8 | $13M | 512k | 24.88 | |
| Realogy Hldgs (HOUS) | 3.7 | $13M | 291k | 43.02 | |
| Quiksilver | 3.4 | $12M | 1.6M | 7.03 | |
| SPECTRUM BRANDS Hldgs | 3.1 | $11M | 161k | 65.84 | |
| Av Homes | 2.9 | $9.6M | 552k | 17.46 | |
| Digital Realty Trust (DLR) | 2.8 | $9.6M | 180k | 53.10 | |
| Actavis | 2.6 | $8.8M | 61k | 144.00 | |
| Liberty Media | 2.5 | $8.6M | 366k | 23.47 | |
| Time Warner Cable | 2.5 | $8.3M | 74k | 111.60 | |
| Belo | 2.2 | $7.3M | 536k | 13.70 | |
| Hilltop Holdings (HTH) | 2.0 | $6.9M | 371k | 18.50 | |
| Symantec Corporation | 1.0 | $3.5M | 140k | 24.75 | |
| Morgans Hotel | 0.9 | $3.2M | 413k | 7.67 | |
| Retail Opportunity Invts Cor *w exp 10/23/201 | 0.4 | $1.2M | 570k | 2.10 | |
| Dover Motorsports | 0.1 | $376k | 157k | 2.40 | |
| Esterline Technologies Corporation | 0.1 | $305k | 3.8k | 79.76 | |
| Biota Pharmaceuticals | 0.1 | $189k | 45k | 4.17 |
