SkyTop Capital Management as of March 31, 2013
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 20 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Williams Companies (WMB) | 63.8 | $343M | 9.2M | 37.46 | |
| Semgroup Corp cl a | 4.8 | $26M | 505k | 51.72 | |
| Gen | 3.4 | $18M | 1.4M | 13.30 | |
| W.R. Grace & Co. | 3.2 | $17M | 219k | 77.51 | |
| Realogy Hldgs (HOUS) | 2.9 | $15M | 315k | 48.84 | |
| American International (AIG) | 2.8 | $15M | 385k | 38.82 | |
| Era | 2.4 | $13M | 615k | 21.00 | |
| Dean Foods Company | 2.4 | $13M | 700k | 18.13 | |
| Kinder Morgan Inc/delaware Wts | 2.3 | $13M | 2.5M | 5.14 | |
| United Rentals (URI) | 1.8 | $9.6M | 175k | 54.97 | |
| Liberty Media | 1.8 | $9.4M | 440k | 21.37 | |
| Louisiana-Pacific Corporation (LPX) | 1.6 | $8.6M | 400k | 21.60 | |
| Western Refining | 1.2 | $6.6M | 185k | 35.41 | |
| Corrections Corporation of America | 1.1 | $6.1M | 155k | 39.07 | |
| Copart (CPRT) | 1.1 | $6.0M | 174k | 34.27 | |
| Coca-cola Enterprises | 1.1 | $5.9M | 160k | 36.92 | |
| Kirby Corporation (KEX) | 0.9 | $5.0M | 65k | 76.80 | |
| Pbf Energy Inc cl a (PBF) | 0.6 | $3.2M | 85k | 37.16 | |
| USG Corporation | 0.5 | $2.6M | 100k | 26.44 | |
| MEMC Electronic Materials | 0.3 | $1.8M | 400k | 4.40 |
