SkyTop Capital Management as of Sept. 30, 2012
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 16 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| USG Corporation | 58.9 | $302M | 14M | 21.95 | |
| Tronox | 9.8 | $50M | 2.2M | 22.65 | |
| Calpine Corporation | 4.1 | $21M | 1.2M | 17.30 | |
| Cit | 4.0 | $20M | 515k | 39.39 | |
| Kinder Morgan Inc/delaware Wts | 4.0 | $20M | 5.8M | 3.49 | |
| Seagate Technology Com Stk | 3.5 | $18M | 573k | 30.96 | |
| Chart Industries (GTLS) | 2.6 | $13M | 181k | 73.85 | |
| 2.2 | $11M | 15k | 754.47 | ||
| Charter Communications | 2.1 | $11M | 142k | 75.06 | |
| Liberty Media | 2.1 | $11M | 573k | 18.50 | |
| Louisiana-Pacific Corporation (LPX) | 1.8 | $9.4M | 749k | 12.50 | |
| United Rentals (URI) | 1.8 | $9.2M | 280k | 32.71 | |
| Semgroup Corp cl a | 1.5 | $7.7M | 210k | 36.85 | |
| Lufkin Industries | 1.5 | $7.6M | 141k | 53.82 | |
| Delphi Automotive | 0.2 | $884k | 29k | 31.02 | |
| Liberty Ventures Ser A | 0.0 | $130k | 9.6k | 13.57 |
