Q4 2013 Holdings
Filed 2014-02-13 | 126 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Deluxe Corp(DLX) | COM | 248019101 | $783 | 15,000 | 0.0% |
| Lincoln Electric Hldgs(LECO) | COM | 533900106 | $785 | 11,000 | 0.0% |
| Tejon Ranch Company(TRC) | COM | 879080109 | $807 | 21,950 | 0.0% |
| Williams Co(WMB) | COM | 969457100 | $829 | 21,500 | 0.0% |
| Chicago Bridge & Iron | COM | 167250109 | $831 | 10,000 | 0.0% |
| Kapstone Paper & Packaging | COM | 48562P103 | $838 | 15,000 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $845 | 10,000 | 0.0% |
| Snap on Inc.(SNA) | COM | 833034101 | $876 | 8,000 | 0.0% |
| Salix Pharmaceuticals LTD | COM | 795435106 | $899 | 10,000 | 0.0% |
| Pepsico(PEP) | COM | 713448108 | $915 | 11,030 | 0.0% |
| Hyster-Yale Materials Handling(HY) | COM | 449172105 | $932 | 10,000 | 0.0% |
| Tupperware Brands Corp.(TUP) | COM | 899896104 | $945 | 10,000 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $952 | 6,790 | 0.0% |
| Int'l BUS Machines(IBM) | COM | 459200101 | $1.0K | 5,415 | 0.0% |
| Broadridge Financial Solutions(BR) | COM | 11133T103 | $1.0K | 26,371 | 0.0% |
| AT&T Inc.(T) | COM | 00206R102 | $1.1K | 30,966 | 0.0% |
| Apple Computer(AAPL) | COM | 037833100 | $1.2K | 2,130 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.2K | 12,200 | 0.1% |
| General Electric | COM | 369604103 | $1.3K | 45,260 | 0.1% |
| RPM International Inc.(RPM) | COM | 749685103 | $1.4K | 34,650 | 0.1% |
| WD 40 Co.(WDFC) | COM | 929236107 | $1.5K | 19,950 | 0.1% |
| Conocophillips(COP) | COM | 20825C104 | $219.0K | 3,100 | 8.9% |
| Dana Holding Corporation(DAN) | COM | 235825205 | $392.0K | 20,000 | 16.0% |
| Chart Industries Inc.(GTLS) | COM | 16115Q308 | $478.0K | 5,000 | 19.5% |
| Chefs Warehouse Inc(CHEF) | COM | 163086101 | $583.0K | 20,000 | 23.7% |
| Constellation Brands(STZ) | COM | 21036P108 | $718.0K | 10,200 | 29.2% |