SkyTop Capital Management as of Dec. 31, 2013
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 19 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gen | 12.8 | $27M | 1.5M | 18.02 | |
| Semgroup Corp cl a | 10.3 | $22M | 329k | 65.23 | |
| American International (AIG) | 7.8 | $16M | 315k | 51.05 | |
| Era | 7.6 | $16M | 512k | 30.86 | |
| Liberty Media | 6.7 | $14M | 476k | 29.35 | |
| Ocwen Financial Corporation | 6.7 | $14M | 249k | 55.45 | |
| Liberty Global Inc C | 6.6 | $14M | 162k | 84.32 | |
| Ftd Cos | 6.4 | $13M | 408k | 32.58 | |
| Allison Transmission Hldngs I (ALSN) | 5.6 | $12M | 419k | 27.61 | |
| Equinix | 5.1 | $11M | 60k | 177.44 | |
| Goodyear Tire & Rubber Company (GT) | 4.1 | $8.4M | 354k | 23.85 | |
| Micron Technology (MU) | 3.7 | $7.6M | 351k | 21.75 | |
| W.R. Grace & Co. | 3.4 | $7.1M | 72k | 98.88 | |
| Kinder Morgan Inc/delaware Wts | 3.2 | $6.6M | 1.6M | 4.06 | |
| Dean Foods Company | 2.8 | $5.9M | 342k | 17.19 | |
| RealD | 2.8 | $5.8M | 680k | 8.54 | |
| Ambac Finl (AMBC) | 2.1 | $4.4M | 180k | 24.56 | |
| Sunedison | 1.3 | $2.7M | 208k | 13.05 | |
| Realogy Hldgs (HOUS) | 1.0 | $2.0M | 41k | 49.46 |
