SkyTop Capital Management as of June 30, 2014
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 15 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 17.9 | $30M | 896k | 32.95 | |
| American Airls (AAL) | 12.5 | $21M | 482k | 42.96 | |
| SanDisk Corporation | 9.5 | $16M | 150k | 104.43 | |
| Era | 6.9 | $12M | 400k | 28.68 | |
| Goodyear Tire & Rubber Company (GT) | 6.2 | $10M | 366k | 27.78 | |
| Allison Transmission Hldngs I (ALSN) | 6.0 | $9.9M | 317k | 31.10 | |
| Semgroup Corp cl a | 5.8 | $9.5M | 121k | 78.85 | |
| Liberty Global Inc C | 5.6 | $9.3M | 220k | 42.31 | |
| Liberty Media | 5.5 | $9.0M | 307k | 29.36 | |
| Gen | 5.5 | $9.0M | 472k | 19.10 | |
| Sunedison | 5.4 | $8.9M | 395k | 22.60 | |
| Gastar Exploration | 5.2 | $8.7M | 996k | 8.71 | |
| Equinix | 3.6 | $6.0M | 28k | 210.10 | |
| International Game Technology | 2.9 | $4.8M | 300k | 15.91 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 1.7 | $2.8M | 95k | 29.38 |
