Q2 2013 Holdings
Filed 2013-08-13 | 12 holdings | $260.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Rock-Tenn Co | CL A | 772739207 | $56.8K | 568,590 | 21.8% |
| Range RES Corp(RRC) | COM | 75281A109 | $50.1K | 648,000 | 19.2% |
| Lamar Advertising Co | CL A | 512815101 | $42.2K | 972,000 | 16.2% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $40.4K | 410,000 | 15.5% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $15.9K | 325,000 | 6.1% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $14.2K | 200,000 | 5.5% |
| Clear Channel Outdoor Hldgs | CL A | 18451C109 | $7.5K | 1,000,000 | 2.9% |
| EQT Corp(EQT) | COM | 26884L109 | $7.3K | 92,469 | 2.8% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $7.3K | 150,000 | 2.8% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $7.2K | 50,000 | 2.8% |
| Sandridge Energy Inc | COM | 80007P307 | $6.0K | 1,250,000 | 2.3% |
| Scripps Networks Interact in | CL A COM | 811065101 | $5.6K | 83,400 | 2.1% |