Salzman & Co as of Dec. 31, 2012
Portfolio Holdings for Salzman & Co
Salzman & Co holds 17 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 |
|---|---|---|---|---|---|
| National-Oilwell Var | 9.7 | $21M | 314k | 68.35 | |
| Schlumberger (SLB) | 8.8 | $20M | 283k | 69.30 | |
| American International (AIG) | 8.2 | $18M | 514k | 35.30 | |
| Charles Schwab Corporation (SCHW) | 7.8 | $17M | 1.2M | 14.36 | |
| TD Ameritrade Holding | 7.7 | $17M | 1.0M | 16.81 | |
| Morgan Stanley (MS) | 6.9 | $15M | 807k | 19.12 | |
| Wells Fargo & Company (WFC) | 6.7 | $15M | 437k | 34.18 | |
| priceline.com Incorporated | 6.3 | $14M | 23k | 620.41 | |
| Bank of New York Mellon Corporation (BK) | 6.2 | $14M | 539k | 25.70 | |
| Directv | 6.0 | $13M | 266k | 50.16 | |
| Halliburton Company (HAL) | 5.8 | $13M | 368k | 34.69 | |
| CSX Corporation (CSX) | 5.3 | $12M | 594k | 19.73 | |
| Dollar Tree (DLTR) | 3.8 | $8.4M | 206k | 40.56 | |
| Applied Materials (AMAT) | 3.6 | $8.1M | 708k | 11.44 | |
| General Dynamics Corporation (GD) | 3.3 | $7.3M | 105k | 69.27 | |
| Texas Instruments Incorporated (TXN) | 2.4 | $5.2M | 169k | 30.89 | |
| Ross Stores (ROST) | 1.6 | $3.5M | 65k | 54.08 |