Tahithromos

Tahithromos as of March 31, 2013

Portfolio Holdings for Tahithromos

Tahithromos holds 72 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hollyfrontier Corp 4.5 $25M 481k 51.45
Vivus 4.4 $24M 2.2M 11.00
American International (AIG) 4.0 $22M 571k 38.82
Wabash National Corporation (WNC) 3.8 $21M 2.1M 10.16
Tesoro Corporation 3.7 $20M 349k 58.55
MasTec (MTZ) 3.5 $19M 652k 29.15
E TRADE Financial Corporation 3.4 $19M 1.8M 10.71
Helmerich & Payne (HP) 3.2 $18M 293k 60.70
Ford Motor Company (F) 3.1 $17M 1.3M 13.15
General Motors Company (GM) 2.9 $16M 579k 27.82
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 2.6 $14M 306k 46.99
Allscripts Healthcare Solutions (MDRX) 2.6 $14M 1.0M 13.59
Mosaic (MOS) 2.5 $14M 234k 59.61
Bazaarvoice 2.5 $14M 1.9M 7.32
iStar Financial 2.4 $13M 1.2M 10.89
Jacobs Engineering 2.2 $12M 216k 56.24
Progressive Waste Solutions 2.2 $12M 564k 21.15
Western Refining 2.1 $12M 324k 35.41
Materion Corporation (MTRN) 2.0 $11M 386k 28.50
Superior Energy Services 2.0 $11M 420k 25.97
Golar Lng (GLNG) 2.0 $11M 294k 36.99
KBR (KBR) 1.9 $10M 326k 32.08
Esterline Technologies Corporation 1.8 $10M 133k 75.70
Pioneer Energy Services 1.7 $9.4M 1.1M 8.25
Facebook Inc cl a (META) 1.7 $9.3M 364k 25.58
WABCO Holdings 1.7 $9.3M 131k 70.59
Autodesk (ADSK) 1.6 $8.9M 216k 41.25
Maxwell Technologies 1.4 $7.6M 1.4M 5.39
Louisiana-Pacific Corporation (LPX) 1.4 $7.5M 348k 21.60
Dice Holdings 1.4 $7.5M 743k 10.13
Lam Research Corporation 1.3 $7.0M 168k 41.46
Phillips 66 (PSX) 1.2 $6.8M 98k 69.97
Life Technologies 1.2 $6.5M 100k 64.63
Meritor 1.1 $6.1M 1.3M 4.73
Agrium 1.0 $5.6M 57k 97.50
ICICI Bank (IBN) 1.0 $5.4M 125k 42.90
Chico's FAS 1.0 $5.3M 313k 16.80
Heckmann Corporation 0.9 $5.0M 1.2M 4.29
Valero Energy Corporation (VLO) 0.9 $4.8M 106k 45.49
Exide Technologies 0.9 $4.8M 1.8M 2.70
Martin Marietta Materials (MLM) 0.8 $4.3M 42k 102.02
Century Aluminum Company (CENX) 0.8 $4.3M 555k 7.74
Marathon Petroleum Corp (MPC) 0.7 $4.1M 45k 89.61
Community Health Systems (CYH) 0.7 $4.0M 84k 47.38
Chicago Bridge & Iron Company 0.7 $3.9M 63k 62.10
Hca Holdings (HCA) 0.7 $3.9M 96k 40.63
Visteon Corporation (VC) 0.7 $3.8M 65k 57.69
LifePoint Hospitals 0.7 $3.7M 76k 48.47
Employers Holdings (EIG) 0.6 $3.5M 151k 23.45
M.D.C. Holdings 0.6 $3.4M 93k 36.65
KLA-Tencor Corporation (KLAC) 0.6 $3.2M 60k 52.73
Endeavour International C 0.5 $2.9M 974k 2.95
MDU Resources (MDU) 0.5 $2.8M 113k 24.99
Northern Tier Energy 0.5 $2.6M 87k 29.90
Health Management Associates 0.4 $2.4M 186k 12.87
Investors Real Estate Trust 0.4 $2.4M 238k 9.87
Willbros 0.4 $2.4M 242k 9.82
Crocs (CROX) 0.4 $2.1M 139k 14.82
First Interstate Bancsystem (FIBK) 0.4 $2.0M 108k 18.81
Mead Johnson Nutrition 0.3 $1.9M 25k 77.44
Alpha & Omega Semiconductor (AOSL) 0.3 $1.8M 204k 8.88
Infosys Technologies (INFY) 0.2 $1.3M 25k 53.92
Las Vegas Sands (LVS) 0.2 $1.2M 21k 56.35
Tenet Healthcare Corporation (THC) 0.2 $1.2M 26k 47.59
CVR Energy (CVI) 0.2 $1.2M 23k 51.63
Sterlite Industries India 0.2 $1.0M 150k 6.98
FirstMerit Corporation 0.2 $891k 54k 16.54
Alon Usa Partners Lp ut ltdpart int 0.1 $500k 19k 26.60
CoBiz Financial 0.1 $403k 50k 8.08
First Majestic Silver Corp (AG) 0.1 $330k 20k 16.18
Herbalife Ltd Com Stk (HLF) 0.0 $238k 1.1k 223.26
Houston American Energy Corporation 0.0 $148k 673k 0.22