SkyTop Capital Management as of June 30, 2012
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 11 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Com Stk | 59.1 | $172M | 5.7M | 30.02 | |
| Calpine Corporation | 10.9 | $32M | 1.9M | 17.09 | |
| Charter Communications | 6.2 | $18M | 234k | 76.92 | |
| Cit | 6.2 | $18M | 491k | 36.52 | |
| Ralcorp Holdings | 4.7 | $14M | 228k | 59.67 | |
| Liberty Media | 3.8 | $11M | 584k | 18.73 | |
| Kinder Morgan (KMI) | 2.9 | $8.4M | 235k | 35.81 | |
| Louisiana-Pacific Corporation (LPX) | 2.8 | $8.1M | 787k | 10.32 | |
| Lamar Advertising Company | 2.6 | $7.7M | 253k | 30.35 | |
| Level 3 Communications | 0.7 | $1.9M | 100k | 19.27 | |
| Kinder Morgan Inc/delaware Wts | 0.2 | $558k | 189k | 2.95 |
