Three Corner Global Investors as of March 31, 2014
Portfolio Holdings for Three Corner Global Investors
Three Corner Global Investors holds 29 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Capital One Financial (COF) | 8.1 | $13M | 167k | 77.16 | |
| Stewart Information Services Corporation (STC) | 6.1 | $9.7M | 277k | 35.13 | |
| Virtus Investment Partners (VRTS) | 5.9 | $9.4M | 54k | 173.17 | |
| Mack-Cali Realty (VRE) | 5.6 | $8.9M | 427k | 20.79 | |
| MGIC Investment (MTG) | 5.5 | $8.8M | 1.0M | 8.52 | |
| Lpl Financial Holdings (LPLA) | 5.0 | $8.0M | 153k | 52.54 | |
| Visa (V) | 4.9 | $7.8M | 36k | 215.86 | |
| American International (AIG) | 4.8 | $7.7M | 154k | 50.01 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.6 | $7.3M | 174k | 42.19 | |
| Northstar Realty Finance | 4.1 | $6.6M | 406k | 16.14 | |
| Vector (VGR) | 4.0 | $6.3M | 294k | 21.54 | |
| General Motors Company (GM) | 3.9 | $6.2M | 180k | 34.42 | |
| Realogy Hldgs (HOUS) | 3.5 | $5.5M | 127k | 43.45 | |
| Continental Bldg Prods | 3.1 | $4.9M | 261k | 18.84 | |
| Lyon William Homes cl a | 3.0 | $4.8M | 174k | 27.61 | |
| Intercontinental Exchange (ICE) | 2.9 | $4.6M | 24k | 197.83 | |
| Starwood Waypoint Residential Trust | 2.7 | $4.3M | 149k | 28.79 | |
| First Cash Financial Services | 2.7 | $4.3M | 84k | 50.46 | |
| Louisiana-Pacific Corporation (LPX) | 2.5 | $4.0M | 239k | 16.87 | |
| Ing U S | 2.4 | $3.9M | 107k | 36.27 | |
| Cyrusone | 2.4 | $3.8M | 182k | 20.83 | |
| Anheuser-Busch InBev NV (BUD) | 2.3 | $3.7M | 35k | 105.30 | |
| Pennymac Financial Service A | 2.2 | $3.5M | 210k | 16.64 | |
| American Homes 4 Rent-a reit (AMH) | 2.0 | $3.2M | 189k | 16.71 | |
| Artisan Partners (APAM) | 1.5 | $2.5M | 38k | 64.24 | |
| D.R. Horton (DHI) | 1.2 | $2.0M | 92k | 21.65 | |
| Ladder Capital Corp Class A (LADR) | 1.2 | $1.9M | 100k | 18.88 | |
| Gap (GAP) | 1.1 | $1.8M | 44k | 40.07 | |
| Novagold Resources Inc Cad (NG) | 0.6 | $986k | 273k | 3.61 |
