Seamans Capital Management as of Sept. 30, 2014
Portfolio Holdings for Seamans Capital Management
Seamans Capital Management holds 62 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Federal National Mortgage Association (FNMA) | 6.5 | $3.9M | 1.4M | 2.69 | |
| FuelCell Energy | 5.8 | $3.5M | 1.7M | 2.09 | |
| ProShares UltraShort Euro (EUO) | 5.2 | $3.1M | 157k | 19.96 | |
| Quantum Fuel Sys Technologies | 5.1 | $3.1M | 825k | 3.72 | |
| Canadian Solar (CSIQ) | 4.5 | $2.7M | 76k | 35.77 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 4.1 | $2.5M | 89k | 27.75 | |
| Plug Power (PLUG) | 3.4 | $2.0M | 443k | 4.59 | |
| Apple Inc option | 3.2 | $1.9M | 1.2k | 1595.24 | |
| NRG Energy (NRG) | 3.1 | $1.9M | 62k | 30.48 | |
| San Juan Basin Royalty Trust (SJT) | 3.0 | $1.8M | 95k | 19.00 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 2.9 | $1.7M | 30k | 56.34 | |
| CF Industries Holdings (CF) | 2.8 | $1.7M | 6.0k | 279.16 | |
| Nextera Energy (NEE) | 2.8 | $1.7M | 18k | 93.90 | |
| Hydrogenics Corporation | 2.6 | $1.6M | 94k | 16.83 | |
| JinkoSolar Holding (JKS) | 2.6 | $1.6M | 57k | 27.49 | |
| Ballard Pwr Sys (BLDP) | 2.6 | $1.6M | 486k | 3.23 | |
| Cummins (CMI) | 2.5 | $1.5M | 11k | 132.00 | |
| Sunpower (SPWRQ) | 2.4 | $1.4M | 42k | 33.89 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 2.3 | $1.4M | 149k | 9.25 | |
| Sunedison | 2.1 | $1.3M | 68k | 18.89 | |
| Proshares Tr Ii proshs u/shaus | 2.1 | $1.3M | 28k | 45.81 | |
| Proshares Tr Ii Ultrashort Ye etf (YCS) | 2.1 | $1.3M | 17k | 75.78 | |
| Dryships/drys | 2.0 | $1.2M | 492k | 2.47 | |
| Maxwell Technologies | 2.0 | $1.2M | 139k | 8.72 | |
| Tyson Foods (TSN) | 1.9 | $1.1M | 29k | 39.37 | |
| Potash Corp. Of Saskatchewan I | 1.9 | $1.1M | 32k | 34.56 | |
| Federal Home Loan Mortgage (FMCC) | 1.8 | $1.1M | 408k | 2.64 | |
| International Business Machs option | 1.8 | $1.1M | 1.1k | 917.75 | |
| Energy Recovery (ERII) | 1.5 | $892k | 252k | 3.54 | |
| UQM Technologies | 1.5 | $890k | 631k | 1.41 | |
| Hanwha Solarone | 1.4 | $821k | 351k | 2.34 | |
| Trina Solar | 1.3 | $786k | 65k | 12.06 | |
| Sprott Physical Gold Trust (PHYS) | 1.3 | $756k | 76k | 9.97 | |
| China Ming Yang Wind Power | 1.0 | $596k | 196k | 3.04 | |
| Tenne | 0.9 | $565k | 11k | 52.31 | |
| Ideal Power | 0.8 | $467k | 62k | 7.56 | |
| RF Micro Devices | 0.5 | $317k | 28k | 11.53 | |
| Williams Companies (WMB) | 0.5 | $282k | 5.1k | 55.29 | |
| Capstone Turbine Corporation | 0.5 | $281k | 263k | 1.07 | |
| Navios Maritime Acquis Corp | 0.5 | $278k | 103k | 2.71 | |
| Yingli Green Energy Hold | 0.3 | $204k | 66k | 3.11 | |
| Central Fd Cda Ltd cl a | 0.3 | $201k | 16k | 12.33 | |
| PowerSecure International | 0.3 | $200k | 21k | 9.57 | |
| Microsoft Corporation (MSFT) | 0.3 | $178k | 3.9k | 46.23 | |
| Gaslog | 0.3 | $160k | 7.3k | 22.07 | |
| Permian Basin Royalty Trust (PBT) | 0.2 | $145k | 11k | 13.55 | |
| BorgWarner (BWA) | 0.2 | $110k | 2.1k | 52.38 | |
| Cross Timbers Royalty Trust (CRT) | 0.2 | $103k | 3.3k | 31.69 | |
| Hugoton Royalty Trust (HGTXU) | 0.2 | $96k | 11k | 8.97 | |
| Terra Nitrogen Company | 0.1 | $92k | 635.00 | 144.88 | |
| Direxion Dly Sm Cap Bear 3x | 0.1 | $87k | 404.00 | 215.35 | |
| ADR Deutsche Bk Ag Ldn ps gold ds (DZZ) | 0.1 | $55k | 7.6k | 7.24 | |
| Pattern Energy | 0.1 | $53k | 1.7k | 31.18 | |
| Pfizer (PFE) | 0.1 | $47k | 1.6k | 29.38 | |
| Sevcon | 0.1 | $49k | 6.0k | 8.17 | |
| STR Holdings | 0.1 | $36k | 25k | 1.44 | |
| Plug Power Inc Cmn Stock cmn | 0.1 | $35k | 1.0k | 35.00 | |
| Dakota Plains | 0.1 | $36k | 15k | 2.40 | |
| Cvr Refng | 0.0 | $23k | 1.0k | 23.00 | |
| Alamos Gold | 0.0 | $19k | 2.4k | 7.92 | |
| Ascent Solar Tech | 0.0 | $11k | 5.0k | 2.20 | |
| First Solar (FSLR) | 0.0 | $4.0k | 65.00 | 61.54 |
