Whippoorwill Associates, Incorporated

Whippoorwill Associates as of March 31, 2014

Portfolio Holdings for Whippoorwill Associates

Whippoorwill Associates holds 7 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
U.s. Concrete Inc Cmn 53.6 $70M 3.0M 23.50
Ply Gem Holdings 9.7 $13M 1.0M 12.63
Progressive Waste Solutions 9.6 $12M 491k 25.31
Casella Waste Systems (CWST) 9.3 $12M 2.4M 5.11
Eagle Materials (EXP) 8.6 $11M 126k 88.66
Kemet Corporation Cmn 4.7 $6.2M 1.1M 5.81
SandRidge Energy 4.5 $5.8M 944k 6.14