Tahithromos as of March 31, 2014
Portfolio Holdings for Tahithromos
Tahithromos holds 38 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eagle Materials (EXP) | 8.0 | $33M | 377k | 88.66 | |
| Wabash National Corporation (WNC) | 6.6 | $27M | 2.0M | 13.76 | |
| Valero Energy Corporation (VLO) | 6.2 | $26M | 487k | 53.10 | |
| Vivus | 6.1 | $26M | 4.3M | 5.94 | |
| Chico's FAS | 5.7 | $24M | 1.5M | 16.03 | |
| Marathon Petroleum Corp (MPC) | 5.5 | $23M | 261k | 87.04 | |
| Unit Corporation | 4.8 | $20M | 302k | 65.38 | |
| Hca Holdings (HCA) | 4.7 | $20M | 371k | 52.50 | |
| Intuitive Surgical (ISRG) | 4.4 | $18M | 42k | 438.00 | |
| Meritor | 4.3 | $18M | 1.5M | 12.25 | |
| Maxwell Technologies | 4.3 | $18M | 1.4M | 12.92 | |
| Progressive Waste Solutions | 3.9 | $16M | 647k | 25.31 | |
| Tesoro Corporation | 3.5 | $15M | 287k | 50.59 | |
| Kirby Corporation (KEX) | 3.4 | $14M | 138k | 101.25 | |
| Allscripts Healthcare Solutions (MDRX) | 3.3 | $14M | 751k | 18.03 | |
| LifePoint Hospitals | 3.2 | $13M | 245k | 54.55 | |
| Tenet Healthcare Corporation (THC) | 3.2 | $13M | 311k | 42.81 | |
| Phillips 66 (PSX) | 3.1 | $13M | 168k | 77.06 | |
| Pbf Energy Inc cl a (PBF) | 2.6 | $11M | 418k | 25.80 | |
| Allison Transmission Hldngs I (ALSN) | 2.4 | $9.9M | 329k | 29.94 | |
| Cognizant Technology Solutions (CTSH) | 1.8 | $7.6M | 150k | 50.60 | |
| Investors Real Estate Trust | 1.2 | $4.9M | 544k | 8.98 | |
| Mead Johnson Nutrition | 1.1 | $4.6M | 55k | 83.15 | |
| Republic Airways Holdings | 0.8 | $3.4M | 377k | 9.14 | |
| Alon USA Energy | 0.8 | $3.2M | 214k | 14.94 | |
| Accuride Corporation | 0.8 | $3.2M | 725k | 4.43 | |
| Navistar International Corporation | 0.7 | $2.9M | 86k | 33.87 | |
| Delek US Holdings | 0.7 | $2.9M | 99k | 29.04 | |
| Forestar | 0.6 | $2.7M | 151k | 17.80 | |
| Dr. Reddy's Laboratories (RDY) | 0.5 | $2.2M | 50k | 43.90 | |
| Willbros | 0.5 | $2.1M | 163k | 12.62 | |
| Calumet Specialty Products Partners, L.P | 0.5 | $2.0M | 78k | 25.84 | |
| Community Health Systems (CYH) | 0.4 | $1.6M | 41k | 39.18 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $911k | 4.9k | 187.60 | |
| IDT Corporation (IDT) | 0.2 | $732k | 44k | 16.66 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $705k | 4.9k | 143.82 | |
| Houston American Energy Corporation | 0.1 | $265k | 481k | 0.55 | |
| Emcore Corp | 0.0 | $93k | 18k | 5.05 |
