Tinicum as of June 30, 2013
Portfolio Holdings for Tinicum
Tinicum holds 21 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Forum Energy Technolo | 47.5 | $81M | 2.7M | 30.43 | |
| Breeze-Eastern Corporation | 17.0 | $29M | 3.3M | 8.80 | |
| Veeco Instruments (VECO) | 11.9 | $20M | 575k | 35.41 | |
| Accuride Corporation | 7.7 | $13M | 2.6M | 5.06 | |
| Simpson Manufacturing (SSD) | 5.6 | $9.5M | 323k | 29.42 | |
| Vishay Precision (VPG) | 4.8 | $8.2M | 542k | 15.14 | |
| Universal Stainless & Alloy Products (USAP) | 1.4 | $2.4M | 82k | 29.48 | |
| LMI Aerospace | 1.1 | $1.9M | 100k | 18.74 | |
| Material Sciences Corporation | 0.6 | $1.0M | 102k | 10.06 | |
| Haynes International (HAYN) | 0.6 | $957k | 20k | 47.85 | |
| Gsi | 0.6 | $945k | 118k | 8.04 | |
| Edwards Group Ltd Sponsored | 0.5 | $850k | 100k | 8.50 | |
| Arts-Way Manufacturing (ARTW) | 0.2 | $318k | 42k | 7.64 | |
| Twin Disc, Incorporated (TWIN) | 0.1 | $237k | 10k | 23.70 | |
| Newport Corporation | 0.1 | $139k | 10k | 13.90 | |
| Ali (ALCO) | 0.1 | $100k | 2.5k | 40.00 | |
| Limoneira Company (LMNR) | 0.1 | $104k | 5.0k | 20.80 | |
| Kemet Corporation Cmn | 0.1 | $103k | 25k | 4.12 | |
| Dynamic Materials Corporation | 0.1 | $83k | 5.0k | 16.60 | |
| Dean Foods Company | 0.0 | $50k | 5.0k | 10.00 | |
| Kulicke and Soffa Industries (KLIC) | 0.0 | $55k | 5.0k | 11.00 |
