Tahithromos

Tahithromos as of Dec. 31, 2016

Portfolio Holdings for Tahithromos

Tahithromos holds 21 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
HDFC Bank (HDB) 12.7 $11M 175k 60.68
Cognizant Technology Solutions (CTSH) 10.7 $9.0M 160k 56.03
Xilinx 9.3 $7.8M 129k 60.37
Amer (UHAL) 9.2 $7.6M 21k 369.61
SPDR Gold Trust (GLD) 6.5 $5.4M 49k 109.61
CF Industries Holdings (CF) 6.2 $5.1M 163k 31.48
Under Armour Inc Cl C (UA) 6.1 $5.1M 204k 25.17
Blackhawk Network Hldgs Inc cl a 5.4 $4.5M 120k 37.68
Assured Guaranty (AGO) 5.0 $4.2M 112k 37.77
Avnet (AVT) 4.2 $3.5M 73k 47.61
Paypal Holdings (PYPL) 4.1 $3.4M 86k 39.47
Apple (AAPL) 3.5 $2.9M 25k 115.84
Altisource Residential Corp cl b 3.0 $2.5M 230k 11.04
Goldcorp 3.0 $2.5M 184k 13.60
Resource Cap 2.5 $2.1M 252k 8.33
Western Digital (WDC) 2.5 $2.1M 31k 67.93
NetApp (NTAP) 1.9 $1.6M 45k 35.27
Symantec Corporation 1.7 $1.5M 61k 23.89
Ellington Financial 1.6 $1.4M 89k 15.52
PennyMac Mortgage Investment Trust (PMT) 0.6 $467k 29k 16.38
iShares Russell 2000 Index (IWM) 0.3 $251k 125k 2.00