Tahithromos as of June 30, 2017
Portfolio Holdings for Tahithromos
Tahithromos holds 17 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| HDFC Bank (HDB) | 32.3 | $30M | 350k | 86.97 | |
| Cognizant Technology Solutions (CTSH) | 11.3 | $11M | 160k | 66.40 | |
| Amer (UHAL) | 9.4 | $8.9M | 24k | 366.04 | |
| Altisource Residential Corp cl b | 8.2 | $7.7M | 598k | 12.94 | |
| New York Reit | 7.8 | $7.3M | 850k | 8.64 | |
| SPDR Gold Trust (GLD) | 7.5 | $7.1M | 60k | 118.02 | |
| Xilinx | 5.5 | $5.1M | 80k | 64.32 | |
| Resource Cap | 4.5 | $4.3M | 422k | 10.17 | |
| Kinder Morgan (KMI) | 4.0 | $3.7M | 194k | 19.16 | |
| Goldcorp | 2.4 | $2.3M | 178k | 12.91 | |
| Ellington Financial | 2.1 | $2.0M | 122k | 16.21 | |
| Assured Guaranty (AGO) | 1.8 | $1.7M | 41k | 41.74 | |
| PennyMac Mortgage Investment Trust (PMT) | 1.1 | $1.1M | 58k | 18.29 | |
| Mbia (MBI) | 0.7 | $700k | 74k | 9.44 | |
| Teladoc (TDOC) | 0.6 | $562k | 16k | 34.69 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $521k | 651k | 0.80 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $165k | 160k | 1.03 |
