Tahithromos as of June 30, 2013
Portfolio Holdings for Tahithromos
Tahithromos holds 55 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vivus | 5.7 | $30M | 2.4M | 12.58 | |
| Wabash National Corporation (WNC) | 4.9 | $26M | 2.5M | 10.18 | |
| E TRADE Financial Corporation | 4.9 | $26M | 2.0M | 12.66 | |
| General Motors Company (GM) | 4.2 | $22M | 664k | 33.31 | |
| American International (AIG) | 4.1 | $21M | 477k | 44.70 | |
| Chicago Bridge & Iron Company | 3.7 | $19M | 323k | 59.66 | |
| Helmerich & Payne (HP) | 3.5 | $18M | 293k | 62.45 | |
| MasTec (MTZ) | 3.5 | $18M | 549k | 32.90 | |
| Kirby Corporation (KEX) | 3.3 | $17M | 214k | 79.54 | |
| Marathon Petroleum Corp (MPC) | 3.2 | $17M | 236k | 71.06 | |
| Bazaarvoice | 3.1 | $16M | 1.7M | 9.43 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.0 | $16M | 343k | 45.61 | |
| Health Management Associates | 2.7 | $14M | 908k | 15.72 | |
| Progressive Waste Solutions | 2.7 | $14M | 656k | 21.51 | |
| Community Health Systems (CYH) | 2.5 | $13M | 279k | 46.88 | |
| Meritor | 2.5 | $13M | 1.9M | 7.05 | |
| LifePoint Hospitals | 2.3 | $12M | 245k | 48.84 | |
| Western Refining | 2.2 | $12M | 418k | 28.07 | |
| Hess (HES) | 2.2 | $11M | 170k | 66.49 | |
| Hca Holdings (HCA) | 2.1 | $11M | 307k | 36.06 | |
| Materion Corporation (MTRN) | 2.0 | $11M | 393k | 27.09 | |
| Century Aluminum Company (CENX) | 2.0 | $10M | 1.1M | 9.28 | |
| Allscripts Healthcare Solutions (MDRX) | 2.0 | $10M | 793k | 12.94 | |
| Tenet Healthcare Corporation (THC) | 1.9 | $10M | 218k | 46.10 | |
| Pioneer Energy Services | 1.8 | $9.6M | 1.4M | 6.62 | |
| Maxwell Technologies | 1.8 | $9.3M | 1.3M | 7.15 | |
| Valero Energy Corporation (VLO) | 1.7 | $9.0M | 260k | 34.77 | |
| Jacobs Engineering | 1.7 | $9.0M | 163k | 55.13 | |
| Louisiana-Pacific Corporation (LPX) | 1.5 | $7.8M | 525k | 14.79 | |
| Dice Holdings | 1.4 | $7.0M | 764k | 9.21 | |
| Phillips 66 (PSX) | 1.4 | $7.0M | 119k | 58.91 | |
| Chico's FAS | 1.1 | $6.0M | 352k | 17.06 | |
| Endeavour International C | 1.1 | $5.9M | 1.5M | 3.84 | |
| Lennar Corporation (LEN) | 1.1 | $5.6M | 154k | 36.04 | |
| ICICI Bank (IBN) | 1.1 | $5.5M | 143k | 38.25 | |
| United States Steel Corporation | 1.0 | $5.4M | 307k | 17.53 | |
| Pulte (PHM) | 1.0 | $5.3M | 280k | 18.97 | |
| MDU Resources (MDU) | 1.0 | $5.1M | 198k | 25.91 | |
| Unit Corporation | 1.0 | $5.1M | 121k | 42.58 | |
| Investors Real Estate Trust | 0.7 | $3.8M | 439k | 8.60 | |
| Employers Holdings (EIG) | 0.7 | $3.7M | 151k | 24.45 | |
| Forestar | 0.7 | $3.4M | 171k | 20.06 | |
| Standard Pacific | 0.6 | $3.4M | 403k | 8.33 | |
| Golar Lng (GLNG) | 0.5 | $2.8M | 88k | 31.89 | |
| Willbros | 0.5 | $2.5M | 414k | 6.14 | |
| Facebook Inc cl a (META) | 0.4 | $2.2M | 90k | 24.88 | |
| First Interstate Bancsystem (FIBK) | 0.4 | $1.9M | 93k | 20.73 | |
| Accuride Corporation | 0.4 | $1.9M | 385k | 5.06 | |
| Alpha & Omega Semiconductor (AOSL) | 0.3 | $1.6M | 204k | 7.64 | |
| Las Vegas Sands (LVS) | 0.2 | $1.1M | 21k | 52.95 | |
| Hollyfrontier Corp | 0.2 | $933k | 22k | 42.80 | |
| Sterlite Industries India | 0.2 | $876k | 150k | 5.84 | |
| Furniture Brands Intl | 0.1 | $529k | 132k | 4.00 | |
| Exide Technologies | 0.1 | $271k | 2.1M | 0.13 | |
| Houston American Energy Corporation | 0.0 | $130k | 481k | 0.27 |
