The Cypress Funds as of March 31, 2013
Portfolio Holdings for The Cypress Funds
The Cypress Funds holds 17 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Louisiana-Pacific Corporation (LPX) | 8.5 | $26M | 1.2M | 21.60 | |
| US Airways | 7.8 | $24M | 1.4M | 16.97 | |
| D.R. Horton (DHI) | 7.7 | $23M | 955k | 24.30 | |
| Delta Air Lines (DAL) | 7.6 | $23M | 1.4M | 16.51 | |
| Lennar Corporation (LEN) | 7.5 | $23M | 550k | 41.48 | |
| MasterCard Incorporated (MA) | 6.4 | $20M | 36k | 541.14 | |
| Freeport-McMoRan Copper & Gold (FCX) | 6.2 | $19M | 568k | 33.10 | |
| First American Financial (FAF) | 6.2 | $19M | 731k | 25.57 | |
| NVR (NVR) | 6.1 | $18M | 17k | 1080.12 | |
| Starwood Hotels & Resorts Worldwide | 5.9 | $18M | 281k | 63.73 | |
| Toll Brothers (TOL) | 5.6 | $17M | 497k | 34.24 | |
| McMoRan Exploration | 5.0 | $15M | 920k | 16.35 | |
| Stanley Black & Decker (SWK) | 4.9 | $15M | 182k | 80.97 | |
| Precision Castparts | 4.3 | $13M | 69k | 189.63 | |
| Cummins (CMI) | 3.6 | $11M | 95k | 115.81 | |
| BorgWarner (BWA) | 3.5 | $11M | 138k | 77.34 | |
| Deere & Company (DE) | 3.1 | $9.4M | 110k | 85.98 |
