Tyrian Investments as of Sept. 30, 2014
Portfolio Holdings for Tyrian Investments
Tyrian Investments holds 23 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 8.2 | $63M | 479k | 131.20 | |
| Restoration Hardware Hldgs I | 7.0 | $53M | 670k | 79.55 | |
| Cemex SAB de CV (CX) | 7.0 | $53M | 4.1M | 13.04 | |
| Fnf (FNF) | 6.8 | $52M | 1.9M | 27.74 | |
| Endo International | 6.4 | $49M | 709k | 68.34 | |
| Flextronics International Ltd Com Stk (FLEX) | 6.3 | $48M | 4.7M | 10.32 | |
| Hertz Global Holdings | 6.3 | $48M | 1.9M | 25.39 | |
| Liberty Media | 5.2 | $39M | 1.4M | 28.52 | |
| Sabre (SABR) | 5.0 | $38M | 2.1M | 17.92 | |
| Zynga | 4.6 | $35M | 13M | 2.70 | |
| Wyndham Worldwide Corporation | 4.3 | $33M | 400k | 81.26 | |
| Altisource Portfolio Solns S reg (ASPS) | 4.2 | $32M | 319k | 100.80 | |
| Autodesk (ADSK) | 4.1 | $31M | 570k | 55.10 | |
| CBS Corporation | 3.8 | $29M | 545k | 53.50 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 3.5 | $27M | 1.9M | 13.76 | |
| Constellium Holdco B V cl a | 3.3 | $25M | 1.0M | 24.61 | |
| Platform Specialty Prods Cor | 3.3 | $25M | 1.0M | 25.02 | |
| Northstar Asset Management C | 2.6 | $20M | 1.1M | 18.42 | |
| Interxion Holding | 2.5 | $19M | 700k | 27.69 | |
| Copa Holdings Sa-class A (CPA) | 2.1 | $16M | 146k | 107.29 | |
| Ocwen Financial Corporation | 1.7 | $13M | 500k | 26.18 | |
| EXACT Sciences Corporation (EXAS) | 1.5 | $12M | 600k | 19.38 | |
| Tribune Publishing | 0.3 | $2.3M | 115k | 20.18 |
