Tahithromos as of Dec. 31, 2013
Portfolio Holdings for Tahithromos
Tahithromos holds 36 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wabash National Corporation (WNC) | 7.3 | $33M | 2.6M | 12.35 | |
| Valero Energy Corporation (VLO) | 6.4 | $29M | 568k | 50.40 | |
| Marathon Petroleum Corp (MPC) | 6.1 | $27M | 297k | 91.73 | |
| Vivus | 6.0 | $27M | 3.0M | 9.08 | |
| Unit Corporation | 5.6 | $25M | 481k | 51.62 | |
| Eagle Materials (EXP) | 5.0 | $22M | 287k | 77.43 | |
| Kirby Corporation (KEX) | 4.4 | $20M | 200k | 99.25 | |
| Mbia (MBI) | 3.8 | $17M | 1.4M | 11.94 | |
| United States Steel Corporation (X) | 3.7 | $17M | 559k | 29.50 | |
| Progressive Waste Solutions | 3.5 | $16M | 633k | 24.75 | |
| Tesoro Corporation | 3.5 | $15M | 264k | 58.50 | |
| Intuitive Surgical (ISRG) | 3.4 | $15M | 40k | 384.07 | |
| Meritor | 3.4 | $15M | 1.5M | 10.43 | |
| Phillips 66 (PSX) | 3.4 | $15M | 196k | 77.13 | |
| LifePoint Hospitals | 2.9 | $13M | 245k | 52.84 | |
| Hca Holdings (HCA) | 2.9 | $13M | 270k | 47.71 | |
| Tenet Healthcare Corporation (THC) | 2.7 | $12M | 289k | 42.12 | |
| Community Health Systems (CYH) | 2.7 | $12M | 306k | 39.27 | |
| General Motors Company (GM) | 2.6 | $12M | 287k | 40.87 | |
| Maxwell Technologies | 2.4 | $11M | 1.4M | 7.77 | |
| Bazaarvoice | 2.1 | $9.3M | 1.2M | 7.92 | |
| Pioneer Energy Services | 1.9 | $8.6M | 1.1M | 8.01 | |
| Pbf Energy Inc cl a (PBF) | 1.9 | $8.4M | 269k | 31.46 | |
| Chico's FAS | 1.8 | $7.9M | 422k | 18.84 | |
| Nabors Industries | 1.5 | $6.8M | 398k | 16.99 | |
| Cognizant Technology Solutions (CTSH) | 1.4 | $6.1M | 60k | 100.98 | |
| Allison Transmission Hldngs I (ALSN) | 1.3 | $5.9M | 213k | 27.61 | |
| Investors Real Estate Trust | 1.0 | $4.3M | 504k | 8.58 | |
| Mead Johnson Nutrition | 0.9 | $4.2M | 50k | 83.76 | |
| Willbros | 0.9 | $4.0M | 422k | 9.42 | |
| Alon USA Energy | 0.8 | $3.6M | 217k | 16.54 | |
| Delek US Holdings | 0.8 | $3.4M | 99k | 34.41 | |
| Forestar | 0.7 | $3.1M | 147k | 21.27 | |
| Facebook Inc cl a (META) | 0.7 | $3.0M | 55k | 54.65 | |
| Accuride Corporation | 0.6 | $2.7M | 732k | 3.73 | |
| Houston American Energy Corporation | 0.0 | $120k | 481k | 0.25 |
