Tahithromos

Tahithromos as of March 31, 2017

Portfolio Holdings for Tahithromos

Tahithromos holds 16 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
HDFC Bank (HDB) 16.6 $13M 175k 75.22
Cognizant Technology Solutions (CTSH) 12.0 $9.5M 160k 59.52
Amer (UHAL) 9.9 $7.9M 21k 381.17
SPDR Gold Trust (GLD) 9.6 $7.6M 64k 118.72
Xilinx 8.8 $7.0M 121k 57.89
Blackhawk Network Hldgs Inc cl a 6.2 $5.0M 122k 40.60
CF Industries Holdings (CF) 6.1 $4.8M 164k 29.35
Altisource Residential Corp cl b 5.6 $4.5M 293k 15.25
Avnet (AVT) 4.7 $3.7M 81k 45.76
Kinder Morgan (KMI) 4.5 $3.6M 164k 21.74
Resource Cap 4.2 $3.3M 339k 9.77
Assured Guaranty (AGO) 3.9 $3.1M 83k 37.11
Goldcorp 3.3 $2.6M 178k 14.59
Ellington Financial 2.4 $1.9M 121k 15.83
PennyMac Mortgage Investment Trust (PMT) 1.3 $1.0M 58k 17.75
Build-A-Bear Workshop (BBW) 0.9 $729k 82k 8.85