Tyrian Investments as of June 30, 2014
Portfolio Holdings for Tyrian Investments
Tyrian Investments holds 20 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ocwen Financial Corporation | 9.6 | $77M | 2.1M | 37.10 | |
| Valeant Pharmaceuticals Int | 7.5 | $60M | 479k | 126.12 | |
| Hertz Global Holdings | 6.7 | $54M | 1.9M | 28.03 | |
| Cemex SAB de CV (CX) | 6.7 | $54M | 4.1M | 13.23 | |
| Restoration Hardware Hldgs I | 6.6 | $53M | 570k | 93.05 | |
| Sensata Technologies Hldg Bv | 6.3 | $51M | 1.1M | 46.78 | |
| Endo International (ENDPQ) | 6.2 | $50M | 709k | 70.02 | |
| Altisource Portfolio Solns S reg (ASPS) | 5.5 | $44M | 387k | 114.58 | |
| Wyndham Worldwide Corporation | 5.3 | $43M | 567k | 75.72 | |
| Constellium Holdco B V cl a | 5.2 | $42M | 1.3M | 32.06 | |
| Flextronics International Ltd Com Stk (FLEX) | 5.1 | $41M | 3.7M | 11.07 | |
| Fidelity National Financial | 4.9 | $40M | 1.2M | 32.76 | |
| Northstar Realty Finance | 4.6 | $37M | 2.1M | 17.38 | |
| Autodesk (ADSK) | 4.0 | $32M | 570k | 56.38 | |
| Liberty Media | 3.5 | $28M | 955k | 29.36 | |
| Platform Specialty Prods Cor | 3.5 | $28M | 1.0M | 28.03 | |
| News (NWSA) | 2.6 | $21M | 1.2M | 17.94 | |
| Zynga | 2.6 | $21M | 6.5M | 3.21 | |
| Sabre (SABR) | 2.2 | $18M | 900k | 20.05 | |
| Hospira | 1.4 | $12M | 225k | 51.37 |
