SkyTop Capital Management as of March 31, 2014
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 19 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Era | 11.9 | $24M | 820k | 29.31 | |
| Gen | 9.4 | $19M | 1.0M | 18.27 | |
| Micron Technology (MU) | 7.2 | $15M | 620k | 23.66 | |
| Ambac Finl (AMBC) | 6.6 | $13M | 431k | 31.03 | |
| Allison Transmission Hldngs I (ALSN) | 6.5 | $13M | 442k | 29.94 | |
| Liberty Media | 6.4 | $13M | 448k | 28.87 | |
| Liberty Global Inc C | 6.2 | $13M | 307k | 40.71 | |
| Ftd Cos | 6.0 | $12M | 384k | 31.81 | |
| Semgroup Corp cl a | 5.5 | $11M | 168k | 65.68 | |
| American Airls (AAL) | 5.2 | $11M | 288k | 36.60 | |
| Ocwen Financial Corporation | 5.0 | $10M | 259k | 39.18 | |
| Chart Industries (GTLS) | 4.3 | $8.7M | 110k | 79.45 | |
| Goodyear Tire & Rubber Company (GT) | 4.3 | $8.7M | 333k | 26.13 | |
| Equinix | 3.6 | $7.3M | 40k | 184.84 | |
| W.R. Grace & Co. | 3.3 | $6.7M | 67k | 99.18 | |
| Sunedison | 3.2 | $6.4M | 341k | 18.84 | |
| RealD | 1.9 | $3.8M | 338k | 11.17 | |
| Gastar Exploration | 1.8 | $3.6M | 657k | 5.47 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 1.7 | $3.4M | 129k | 26.00 |
