SkyTop Capital Management as of Sept. 30, 2014
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 14 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 23.3 | $30M | 882k | 34.26 | |
| American Airls (AAL) | 14.2 | $18M | 519k | 35.48 | |
| Sunedison | 8.0 | $10M | 549k | 18.88 | |
| Semgroup Corp cl a | 7.8 | $10M | 121k | 83.27 | |
| Allison Transmission Hldngs I (ALSN) | 7.0 | $9.0M | 317k | 28.49 | |
| Liberty Global Inc C | 7.0 | $9.0M | 220k | 41.01 | |
| FreightCar America (RAIL) | 6.8 | $8.8M | 265k | 33.30 | |
| Equinix | 6.5 | $8.5M | 40k | 212.48 | |
| Gastar Exploration | 6.5 | $8.5M | 1.4M | 5.87 | |
| Gen | 4.1 | $5.3M | 332k | 15.97 | |
| Era | 3.6 | $4.7M | 217k | 21.75 | |
| Northstar Asset Management C | 2.1 | $2.8M | 150k | 18.42 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 2.0 | $2.6M | 95k | 27.83 | |
| Consolidated-Tomoka Land | 1.1 | $1.5M | 30k | 49.05 |
