Tahithromos as of Sept. 30, 2017
Portfolio Holdings for Tahithromos
Tahithromos holds 16 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| HDFC Bank (HDB) | 20.4 | $17M | 175k | 96.37 | |
| Cognizant Technology Solutions (CTSH) | 14.0 | $12M | 160k | 72.54 | |
| Colony Northstar | 10.3 | $8.5M | 679k | 12.56 | |
| New York Reit | 10.0 | $8.3M | 1.1M | 7.85 | |
| Altisource Residential Corp cl b | 9.7 | $8.1M | 725k | 11.11 | |
| Xilinx | 7.9 | $6.5M | 92k | 70.83 | |
| Amer (UHAL) | 6.4 | $5.3M | 14k | 374.87 | |
| Resource Cap | 5.9 | $4.9M | 455k | 10.78 | |
| Infosys Technologies (INFY) | 4.0 | $3.3M | 225k | 14.59 | |
| SPDR Gold Trust (GLD) | 3.0 | $2.4M | 20k | 121.60 | |
| Ellington Financial | 2.7 | $2.2M | 140k | 15.79 | |
| Kinder Morgan (KMI) | 2.2 | $1.8M | 94k | 19.18 | |
| Vulcan Materials Company (VMC) | 1.4 | $1.1M | 9.5k | 119.58 | |
| Martin Marietta Materials (MLM) | 1.0 | $825k | 4.0k | 206.25 | |
| Northstar Realty Europe | 0.7 | $561k | 44k | 12.80 | |
| Assured Guaranty (AGO) | 0.5 | $398k | 11k | 37.78 |
