SkyTop Capital Management

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