Whippoorwill Associates as of June 30, 2014
Portfolio Holdings for Whippoorwill Associates
Whippoorwill Associates holds 7 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 |
---|---|---|---|---|---|
U.s. Concrete Inc Cmn | 56.8 | $60M | 2.4M | 24.75 | |
Casella Waste Systems (CWST) | 10.3 | $11M | 2.2M | 5.01 | |
Ply Gem Holdings | 8.5 | $9.0M | 891k | 10.10 | |
Progressive Waste Solutions | 7.9 | $8.3M | 325k | 25.67 | |
Kemet Corporation Cmn | 7.6 | $8.1M | 1.4M | 5.75 | |
SandRidge Energy | 4.8 | $5.0M | 704k | 7.15 | |
Eagle Materials (EXP) | 4.0 | $4.3M | 45k | 94.28 |