SkyTop Capital Management

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