Ratan Capital Management as of June 30, 2014
Portfolio Holdings for Ratan Capital Management
Ratan Capital Management holds 17 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allergan | 14.6 | $103M | 609k | 169.22 | |
| Valeant Pharmaceuticals Int | 13.1 | $92M | 732k | 126.12 | |
| Post Holdings Inc Common (POST) | 11.6 | $82M | 1.6M | 50.91 | |
| Actavis | 9.5 | $67M | 302k | 223.05 | |
| Charter Communications | 8.6 | $60M | 381k | 158.38 | |
| Endo International | 7.2 | $51M | 729k | 70.02 | |
| Us Silica Hldgs (SLCA) | 6.3 | $45M | 807k | 55.44 | |
| CIRCOR International | 5.2 | $37M | 475k | 77.13 | |
| DISH Network | 5.2 | $36M | 559k | 65.08 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.7 | $33M | 726k | 45.80 | |
| Family Dollar Stores | 4.7 | $33M | 500k | 66.14 | |
| Forest Laboratories | 4.3 | $31M | 309k | 99.00 | |
| Walgreen Company | 1.9 | $13M | 181k | 74.13 | |
| Hilltop Holdings (HTH) | 1.8 | $13M | 597k | 21.26 | |
| Herbalife Ltd Com Stk (HLF) | 0.5 | $3.6M | 56k | 64.54 | |
| Av Homes | 0.4 | $3.1M | 189k | 16.35 | |
| Retail Opportunity Invts Cor *w exp 10/23/201 | 0.3 | $2.1M | 570k | 3.75 |
