Tahithromos

Tahithromos as of Dec. 31, 2012

Portfolio Holdings for Tahithromos

Tahithromos holds 77 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 2000 Index (IWM) 5.3 $27M 316k 84.32
Hollyfrontier Corp 4.4 $22M 476k 46.55
Vivus 4.2 $21M 1.6M 13.42
American International (AIG) 4.0 $20M 565k 35.30
MasTec (MTZ) 3.4 $17M 691k 24.93
Ford Motor Company (F) 3.4 $17M 1.3M 12.95
United States Steel Corporation (X) 3.3 $17M 705k 23.85
General Motors Company (GM) 3.3 $17M 572k 28.83
Helmerich & Payne (HP) 3.2 $16M 293k 56.01
E TRADE Financial Corporation 3.1 $16M 1.8M 8.95
Barrick Gold Corp (GOLD) 2.6 $13M 369k 35.01
Goldcorp 2.5 $13M 350k 36.70
Crocs (CROX) 2.2 $11M 771k 14.39
Spdr S&p 500 Etf (SPY) 2.2 $11M 77k 142.42
Deckers Outdoor Corporation (DECK) 2.1 $11M 265k 40.27
SPDR S&P Metals and Mining (XME) 2.0 $10M 225k 45.13
iStar Financial 2.0 $10M 1.2M 8.15
Bazaarvoice 1.9 $9.7M 1.0M 9.35
Facebook Inc cl a (META) 1.9 $9.6M 359k 26.62
Materion Corporation (MTRN) 1.9 $9.4M 365k 25.78
Cliffs Natural Resources 1.8 $8.9M 231k 38.57
Jacobs Engineering 1.8 $8.9M 208k 42.57
Maxwell Technologies 1.7 $8.5M 1.0M 8.30
Progressive Waste Solutions 1.7 $8.5M 393k 21.60
Esterline Technologies Corporation 1.7 $8.5M 133k 63.61
Vulcan Materials Company (VMC) 1.6 $8.2M 157k 52.05
Visteon Corporation (VC) 1.3 $6.7M 125k 53.82
Louisiana-Pacific Corporation (LPX) 1.3 $6.7M 348k 19.32
Dice Holdings 1.3 $6.7M 730k 9.18
Tronox 1.3 $6.6M 359k 18.25
Walter Energy 1.2 $6.2M 173k 35.88
Tesoro Corporation 1.2 $6.1M 139k 44.05
AK Steel Holding Corporation 1.2 $6.1M 1.3M 4.60
Alpha Natural Resources 1.1 $5.7M 583k 9.74
Hess (HES) 1.0 $5.2M 99k 52.96
Phillips 66 (PSX) 1.0 $5.2M 98k 53.10
Kinross Gold Corp (KGC) 1.0 $4.9M 505k 9.72
Union Pacific Corporation (UNP) 0.9 $4.7M 38k 125.73
Exide Technologies 0.9 $4.7M 1.4M 3.42
Chicago Bridge & Iron Company 0.9 $4.7M 102k 46.35
Agrium 0.8 $4.1M 41k 99.87
Martin Marietta Materials (MLM) 0.8 $3.9M 42k 94.27
Fuel Systems Solutions 0.8 $3.9M 262k 14.71
Steel Dynamics (STLD) 0.7 $3.7M 273k 13.73
M.D.C. Holdings (MDC) 0.7 $3.6M 99k 36.76
Pan American Silver Corp Can (PAAS) 0.7 $3.4M 183k 18.73
Teradyne (TER) 0.7 $3.4M 203k 16.89
ICICI Bank (IBN) 0.7 $3.3M 75k 43.61
KLA-Tencor Corporation (KLAC) 0.7 $3.3M 68k 47.76
Valero Energy Corporation (VLO) 0.6 $3.1M 91k 34.12
Lam Research Corporation (LRCX) 0.6 $3.1M 86k 36.12
Employers Holdings (EIG) 0.6 $3.1M 149k 20.58
Marathon Petroleum Corp (MPC) 0.6 $2.9M 45k 63.01
Pioneer Energy Services 0.6 $2.8M 387k 7.26
Silver Wheaton Corp 0.5 $2.7M 74k 36.08
VirnetX Holding Corporation 0.5 $2.4M 83k 29.28
Western Refining 0.5 $2.4M 84k 28.19
Uti Worldwide 0.4 $2.0M 153k 13.40
Northern Tier Energy 0.4 $1.9M 75k 25.44
Alpha & Omega Semiconductor (AOSL) 0.3 $1.7M 204k 8.40
First Interstate Bancsystem (FIBK) 0.3 $1.7M 108k 15.43
Sterlite Industries India 0.3 $1.3M 150k 8.61
Willbros 0.3 $1.3M 242k 5.36
Vale (VALE) 0.2 $1.3M 60k 20.97
Resolute Fst Prods In 0.2 $1.3M 97k 13.24
Weyerhaeuser Company (WY) 0.2 $1.0M 36k 27.83
W.R. Grace & Co. 0.2 $976k 15k 67.21
Golar Lng (GLNG) 0.2 $920k 25k 36.80
Watsco, Incorporated (WSO) 0.2 $861k 12k 74.92
Dole Food Company 0.2 $857k 75k 11.46
EnerSys (ENS) 0.2 $830k 22k 37.61
Gsi 0.1 $431k 50k 8.66
CoBiz Financial 0.1 $391k 52k 7.48
First Majestic Silver Corp (AG) 0.1 $412k 20k 20.20
Houston American Energy Corporation 0.1 $315k 1.4M 0.22
BHP Billiton (BHP) 0.1 $271k 3.5k 78.32
Sonus Networks 0.1 $231k 136k 1.70