SkyTop Capital Management as of March 31, 2012
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 23 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| USG Corporation | 43.7 | $195M | 11M | 17.20 | |
| CF Industries Holdings (CF) | 5.5 | $25M | 135k | 182.65 | |
| Lamar Advertising Company | 5.0 | $22M | 682k | 32.41 | |
| Charter Communications | 4.2 | $19M | 299k | 63.45 | |
| Calpine Corporation | 3.9 | $18M | 1.0M | 17.21 | |
| Rock-Tenn Company | 3.8 | $17M | 253k | 67.56 | |
| PowerShares QQQ Trust, Series 1 | 3.6 | $16M | 240k | 67.55 | |
| Louisiana-Pacific Corporation (LPX) | 3.5 | $16M | 1.7M | 9.35 | |
| Carnival Corporation (CCL) | 3.0 | $14M | 425k | 32.08 | |
| Marathon Petroleum Corp (MPC) | 2.9 | $13M | 300k | 43.36 | |
| General Motors Company (GM) | 2.4 | $11M | 422k | 25.65 | |
| Ford Motor Company (F) | 2.3 | $10M | 827k | 12.48 | |
| Financial Select Sector SPDR (XLF) | 2.3 | $10M | 650k | 15.80 | |
| Cablevision Systems Corporation | 2.0 | $8.9M | 606k | 14.68 | |
| McDermott International | 1.9 | $8.5M | 660k | 12.81 | |
| Micron Technology (MU) | 1.8 | $8.1M | 1.0M | 8.10 | |
| Level 3 Communications | 1.7 | $7.7M | 300k | 25.73 | |
| American Axle & Manufact. Holdings (AXL) | 1.7 | $7.6M | 650k | 11.71 | |
| Lear Corporation (LEA) | 1.3 | $5.8M | 125k | 46.49 | |
| TRW Automotive Holdings | 1.2 | $5.5M | 118k | 46.45 | |
| Cit | 1.1 | $4.8M | 115k | 41.24 | |
| EarthLink | 0.7 | $3.1M | 384k | 7.99 | |
| Cincinnati Bell | 0.2 | $978k | 243k | 4.02 |
