SkyTop Capital Management as of Sept. 30, 2013
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 21 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gen | 11.5 | $25M | 1.5M | 16.03 | |
| Semgroup Corp cl a | 10.6 | $23M | 396k | 57.02 | |
| News (NWSA) | 8.3 | $18M | 1.1M | 16.06 | |
| Ocwen Financial Corporation | 7.5 | $16M | 288k | 55.77 | |
| American International (AIG) | 7.4 | $16M | 324k | 48.63 | |
| Era | 6.9 | $15M | 544k | 27.18 | |
| Liberty Global Inc C | 6.7 | $14M | 189k | 75.43 | |
| Goodyear Tire & Rubber Company (GT) | 6.6 | $14M | 631k | 22.45 | |
| Liberty Media | 6.3 | $13M | 571k | 23.47 | |
| Titan International (TWI) | 4.7 | $10M | 684k | 14.64 | |
| Dean Foods Company | 3.8 | $8.0M | 415k | 19.30 | |
| Kinder Morgan Inc/delaware Wts | 3.4 | $7.2M | 1.4M | 4.97 | |
| Hertz Global Holdings | 3.1 | $6.6M | 300k | 22.16 | |
| W.R. Grace & Co. | 3.0 | $6.4M | 74k | 87.39 | |
| IntercontinentalEx.. | 2.9 | $6.1M | 34k | 181.43 | |
| United Rentals (URI) | 2.0 | $4.4M | 75k | 58.29 | |
| Allison Transmission Hldngs I (ALSN) | 1.8 | $3.9M | 154k | 25.05 | |
| Realogy Hldgs (HOUS) | 1.3 | $2.8M | 66k | 43.01 | |
| Equinix | 1.0 | $2.2M | 12k | 183.61 | |
| Accuride Corporation | 0.7 | $1.5M | 297k | 5.14 | |
| United Online | 0.5 | $1.1M | 135k | 7.97 |
