Standard Pacific Capital as of Sept. 30, 2013
Portfolio Holdings for Standard Pacific Capital
Standard Pacific Capital holds 25 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dollar Tree (DLTR) | 8.4 | $41M | 710k | 57.16 | |
| Vulcan Materials Company (VMC) | 6.5 | $31M | 606k | 51.81 | |
| Discover Financial Services (DFS) | 5.8 | $28M | 551k | 50.54 | |
| Freescale Semiconductor Holdin | 5.7 | $28M | 1.7M | 16.65 | |
| American International (AIG) | 5.2 | $25M | 513k | 48.63 | |
| Delta Air Lines (DAL) | 4.5 | $22M | 924k | 23.59 | |
| Apple (AAPL) | 4.5 | $22M | 45k | 476.74 | |
| Eaton (ETN) | 4.4 | $21M | 307k | 68.84 | |
| Pandora Media | 4.2 | $21M | 817k | 25.13 | |
| Monsanto Company | 4.2 | $20M | 194k | 104.37 | |
| Chipotle Mexican Grill (CMG) | 4.0 | $19M | 45k | 428.81 | |
| USG Corporation | 3.9 | $19M | 663k | 28.58 | |
| Meritage Homes Corporation (MTH) | 3.8 | $18M | 425k | 42.95 | |
| Universal Display Corporation (OLED) | 3.6 | $18M | 546k | 32.03 | |
| Radian (RDN) | 3.5 | $17M | 1.2M | 13.93 | |
| Armstrong World Industries (AWI) | 3.4 | $16M | 296k | 54.96 | |
| Live Nation Entertainment (LYV) | 3.4 | $16M | 874k | 18.55 | |
| Teradyne (TER) | 3.2 | $16M | 939k | 16.52 | |
| American Tower Reit (AMT) | 3.2 | $15M | 208k | 74.13 | |
| General Motors Company (GM) | 3.2 | $15M | 428k | 35.97 | |
| Standard Pacific | 3.1 | $15M | 1.9M | 7.91 | |
| Martin Marietta Materials (MLM) | 2.7 | $13M | 133k | 98.17 | |
| Precision Castparts | 2.6 | $12M | 54k | 227.23 | |
| Sina Corporation | 2.1 | $10M | 124k | 81.17 | |
| 21vianet Group (VNET) | 1.3 | $6.1M | 370k | 16.49 |
