Whippoorwill Associates as of Sept. 30, 2014
Portfolio Holdings for Whippoorwill Associates
Whippoorwill Associates holds 7 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 |
|---|---|---|---|---|---|
| U S Concrete Com New | 65.0 | $57M | 2.2M | 26.14 | |
| Casella Waste Sys Cl A (CWST) | 8.5 | $7.4M | 1.9M | 3.85 | |
| Ply Gem Holdings | 7.9 | $6.9M | 632k | 10.84 | |
| Kemet Corp Com New | 7.1 | $6.2M | 1.5M | 4.12 | |
| Eagle Materials (EXP) | 4.3 | $3.8M | 37k | 101.82 | |
| Progressive Waste Solutions | 3.8 | $3.3M | 128k | 25.77 | |
| SandRidge Energy | 3.4 | $2.9M | 679k | 4.29 |
