Tahithromos

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 (CLMT) 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 (EMKR) 0.0 $93k 18k 5.05