Tahithromos as of June 30, 2014
Portfolio Holdings for Tahithromos
Tahithromos holds 41 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chico's FAS | 7.4 | $31M | 1.8M | 16.96 | |
| Eagle Materials (EXP) | 6.3 | $26M | 279k | 94.28 | |
| Vivus | 6.2 | $26M | 4.9M | 5.32 | |
| Marathon Petroleum Corp (MPC) | 5.1 | $22M | 276k | 78.07 | |
| Maxwell Technologies | 5.0 | $21M | 1.4M | 15.13 | |
| Unit Corporation | 5.0 | $21M | 302k | 68.83 | |
| Hca Holdings (HCA) | 4.9 | $21M | 367k | 56.38 | |
| Valero Energy Corporation (VLO) | 4.8 | $20M | 398k | 50.10 | |
| American Realty Capital Prop | 4.1 | $17M | 1.4M | 12.53 | |
| Tesoro Corporation | 4.0 | $17M | 287k | 58.67 | |
| Progressive Waste Solutions | 3.9 | $16M | 639k | 25.67 | |
| Intuitive Surgical (ISRG) | 3.7 | $16M | 38k | 411.80 | |
| LifePoint Hospitals | 3.6 | $15M | 243k | 62.10 | |
| Allscripts Healthcare Solutions (MDRX) | 3.6 | $15M | 938k | 16.05 | |
| Tenet Healthcare Corporation (THC) | 3.4 | $14M | 307k | 46.94 | |
| Community Health Systems (CYH) | 3.4 | $14M | 313k | 45.37 | |
| Phillips 66 (PSX) | 2.9 | $12M | 151k | 80.43 | |
| Hertz Global Holdings | 2.7 | $11M | 404k | 28.03 | |
| Allison Transmission Hldngs I (ALSN) | 2.7 | $11M | 360k | 31.10 | |
| Pbf Energy Inc cl a (PBF) | 2.4 | $10M | 377k | 26.65 | |
| Wabash National Corporation (WNC) | 2.0 | $8.5M | 595k | 14.25 | |
| Mbia (MBI) | 1.8 | $7.7M | 698k | 11.04 | |
| Solazyme | 1.5 | $6.2M | 528k | 11.78 | |
| Mead Johnson Nutrition | 1.2 | $5.1M | 55k | 93.16 | |
| Investors Real Estate Trust | 1.2 | $5.0M | 544k | 9.21 | |
| Employers Holdings (EIG) | 1.1 | $4.7M | 222k | 21.18 | |
| Meritor | 0.8 | $3.1M | 241k | 13.04 | |
| ardmore Shipping (ASC) | 0.7 | $3.0M | 218k | 13.83 | |
| ICICI Bank (IBN) | 0.7 | $3.0M | 60k | 49.90 | |
| Accuride Corporation | 0.7 | $2.9M | 594k | 4.89 | |
| Delek US Holdings | 0.7 | $2.8M | 99k | 28.23 | |
| Alon USA Energy | 0.6 | $2.7M | 214k | 12.44 | |
| Chemtura Corporation | 0.6 | $2.6M | 101k | 26.13 | |
| Dr. Reddy's Laboratories (RDY) | 0.5 | $2.2M | 50k | 43.16 | |
| Calumet Specialty Products Partners, L.P | 0.2 | $973k | 31k | 31.82 | |
| Amira Nature Foods | 0.2 | $880k | 64k | 13.69 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $710k | 2.0M | 0.36 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $258k | 470k | 0.55 | |
| Houston American Energy Corporation | 0.1 | $221k | 481k | 0.46 | |
| Rio Tinto (RIO) | 0.0 | $72k | 125k | 0.58 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $75k | 170k | 0.44 |
