SkyTop Capital Management as of Dec. 31, 2014
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 14 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 28.2 | $51M | 1.4M | 35.01 | |
| American Airls (AAL) | 14.0 | $25M | 469k | 53.63 | |
| Liberty Global Inc C | 7.7 | $14M | 285k | 48.31 | |
| Equinix | 7.7 | $14M | 61k | 226.74 | |
| Express Scripts Holding | 5.9 | $11M | 125k | 84.67 | |
| Delta Air Lines (DAL) | 5.8 | $11M | 214k | 49.19 | |
| Charter Communications | 5.6 | $10M | 60k | 166.62 | |
| Sunedison | 4.7 | $8.4M | 433k | 19.51 | |
| Semgroup Corp cl a | 4.6 | $8.3M | 121k | 68.39 | |
| Northstar Asset Management C | 4.0 | $7.2M | 317k | 22.57 | |
| Gen | 3.4 | $6.1M | 332k | 18.30 | |
| Allison Transmission Hldngs I (ALSN) | 3.1 | $5.6M | 164k | 33.90 | |
| Westmoreland Coal Company | 2.9 | $5.1M | 155k | 33.21 | |
| General Dynamics Corporation (GD) | 2.6 | $4.7M | 34k | 137.62 |
