Tyrian Investments as of Dec. 31, 2014
Portfolio Holdings for Tyrian Investments
Tyrian Investments holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 7.8 | $43M | 640k | 66.33 | |
| Sabre (SABR) | 7.5 | $41M | 2.0M | 20.27 | |
| Fnf (FNF) | 6.8 | $37M | 1.1M | 34.45 | |
| Tribune Co New Cl A | 6.7 | $37M | 615k | 59.77 | |
| Flextronics International Ltd Com Stk (FLEX) | 6.7 | $36M | 3.3M | 11.18 | |
| Liberty Media | 6.4 | $35M | 1.2M | 29.42 | |
| Endo International | 6.3 | $34M | 475k | 72.12 | |
| Zynga | 5.9 | $32M | 12M | 2.66 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 5.6 | $30M | 1.9M | 15.74 | |
| Valeant Pharmaceuticals Int | 5.5 | $30M | 210k | 143.11 | |
| Platform Specialty Prods Cor | 5.0 | $27M | 1.2M | 23.22 | |
| Copa Holdings Sa-class A (CPA) | 4.5 | $25M | 237k | 103.64 | |
| Restoration Hardware Hldgs I | 4.0 | $22M | 225k | 96.01 | |
| Anheuser-Busch InBev NV (BUD) | 3.8 | $21M | 185k | 112.32 | |
| Interxion Holding | 3.5 | $19M | 700k | 27.34 | |
| EXACT Sciences Corporation (EXAS) | 3.0 | $17M | 600k | 27.44 | |
| Assured Guaranty (AGO) | 3.0 | $16M | 625k | 25.99 | |
| Constellium Holdco B V cl a | 2.9 | $16M | 950k | 16.43 | |
| Cemex SAB de CV (CX) | 2.7 | $15M | 1.5M | 10.19 | |
| Northstar Asset Management C | 1.1 | $6.2M | 275k | 22.57 | |
| Ambac Finl (AMBC) | 0.8 | $4.5M | 183k | 24.50 | |
| Cliffs Natural Resources | 0.5 | $2.5M | 350k | 7.14 |
