Tahithromos

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 (CLMT) 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